Set up my business

My Business holds the details of you as a taxpayer. They're printed on your invoice PDFs and at the top of every report UbeBooks generates, so set them up first.

Steps

1. Open My Business in the sidebar.
2. Click Set up business.
3. Fill in:
   • Registered name: exactly as it appears on your BIR Certificate of Registration (Form 2303).
   • Personal name: optional, if you trade under a business name.
   • VAT registered: leave it off if you're non-VAT (most freelancers on the 8% option are).
   • TIN (9 digits) and branch code (usually 00000).
   • Registered address: the address on your COR.
4. Click Add business.

Payment methods

On the same page you can add the bank accounts, e-wallets or links your clients can pay you through. They're printed on your invoices.

Why the TIN and address matter

BIR requires your registered name, address and TIN on books and reports. UbeBooks won't generate a report until all three are filled in.