NexoPad

Email template to request a tax details form from a vendor

To ask a new vendor to complete the tax details form before their first payment.

FinanceTone: Professional74 words
Hi name, To set you up as a vendor and pay your invoices, we need you to complete the attached tax details form. Please include your legal business name, tax ID number, and registered address. How to return it. It would be great to have it by date + 7 days so your first invoice makes the next payment run. If you have questions about any field, please check with your tax advisor. Thanks,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it

    Click “Add to NexoPad”: it’s saved as a snippet, with its variables.

  2. 2Type the shortcut

    In Gmail, Zendesk or any website, type /taxform.

  3. 3Fill in and done

    NexoPad asks you for the missing details and fills in the dates for you.