Setting Up Tax Profile

Step-by-Step Tax Profile Setup

Step 1: Login and Access Dashboard

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  Login to your Synkli account.
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  Navigate to your Dashboard.

Step 2: Open Settings Menu

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  From the dashboard, locate the Settings menu.
  
  You can find it in the right button of your bottom navigation bar (NAV) or as the last option in the left NAV on your mobile app.
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  Open the Settings menu.

Step 3: Access Profile Section

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  Inside the Settings menu, tap the Profile icon at the top right corner of the screen.
  
  This icon will display either your profile picture or the initials of your name.
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  Open the Profile section.

Step 4: Edit Profile Details

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  In your profile, you will see your basic information along with your financial details.
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  To edit these details, tap the paper and pencil icon at the top right corner of the screen.

Step 5: Update Profile Information

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  The edit section of your profile is a two-step form:
  Primary Details on the first screen.
  Business and Financial Details on the second screen.
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  Update the necessary fields with your preferred information.

Step 6: Save Updated Profile

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  After editing the details, tap Save to complete your profile update.
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  You will be directed back to your profile screen, where the newly saved details will be displayed.

Conclusion

By following these steps, you can easily set up and update your tax profile in the Synkli mobile app, ensuring that your financial details are accurate and up-to-date.