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How do I change my tax status and ID?

A guide for administrators on updating tax information, EINs, and fiscal sponsorship settings to ensure correct billing fees and receipts.

When onboarding to RevEngine, you are asked to provide an EIN number (tax ID). It is important that these values are accurate, so that:

  • Your organization and its contributors are charged the correct amount of fees (for-profits and nonprofit organizations are charged different Stripe fees)
  • Contributors are shown your tax status and tax ID in email receipts

Only organization administrators are allowed to modify tax information in RevEngine.

How to change your tax information

To change your organization’s tax status and tax:

  1. Click on the avatar menu at the top of your dashboard
  2. Navigate to the organization settings page, which displays up-to-date information on your organization
  3. Update your tax status to a for-profit, nonprofit, or fiscally sponsored organization. If your organization is fiscally sponsored, also provide the name of your sponsor
  4. Update your tax ID. If fiscally sponsored, use the tax ID of your sponsor
  5. Save changes

Changing your tax status will affect the fees shown on your contribution pages, so failure to match Stripe tax settings may result in a loss of funds.