In this article:
Updating tax information
Tax information can be reviewed and updated from the Dispensary Settings within the Tax area as shown below. The details entered here are expected to reflect the information you will submit to the CRA for tax purposes.
The Tax page of a new account that has not been verified.
Requesting changes to a verified account
Once tax information has been verified for an account, the option to 'Submit and accept terms' will be replaced with the option to 'Submit'. Where this is the case, not all tax changes will be accepted through the form, and you may need to contact our Customer Success team to make the changes with our payment processor, Stripe, directly.
Successful changes will be updated on the Tax page after clicking "Submit", where unsuccessful changes will revert back to displaying the previous information.
Changes that revert after submission will need to be made by contacting Customer Success.
Requests for changes to tax information must be sent to firstname.lastname@example.org and will include a summary of the requested change(s) outlined on a document that displays your letterhead along with the signature of the account owner.
Note: If you do not operate as a business and do not have an official letterhead (ie. individual/sole proprietor accounts), change requests can be submitted in a document without a letterhead, signed by the account owner.
Common change requests & requirements
A document with your letterhead must be sent including the new EIN/SIN, signed by the account owner.
Business name changes
A document with your letterhead must be sent stating the changes to the name of the business, signed by the account owner.
Business type changes
If your business type should be changed from Individual/Sole Proprietor to Business (C Corporation, S Corporation, Partnership, Trust/Estate, or LLC) or vice versa, we will require you email email@example.com with a summary of your requested change(s) outlined on a document that displays your letterhead, along with the signature of the account owner.
In the Tax section of your Fullscript account, the 'Business Type' can only be toggled when the account has not yet been verified.
Submitted documents (with or without a letterhead) must be signed by the account owner of the dispensary. The name of the owner/business representative should match the name provided in the personal information section within the Tax page shown below.
Change requests requiring a supporting document must be signed by the account owner who provided their personal information to verify the account, as shown above.
Changes not requiring a signed document
Financial address changes
Changes to your financial address can be changed from the Tax page and submitted. You do not need to contact Customer Success when making this type of change.
Changes requested due to spelling and DOB entry errors made in the Personal Information section, as shown above, do not require an official signed document. However, you will need to contact our Customer Success team if you have already submitted your information. In these cases, send an email to firstname.lastname@example.org outlining the mistake and correction(s) necessary.