An organization is the workspace where invoices, bills, and books live. Signing up without an invite already creates one — often named My Organization or {Name} Org. It already has a starter chart of accounts, units, categories, tax types, and Admin and Member roles. Complete the three tabs. You do not need to rebuild the lists from scratch.
Two doors open the same three tabs. Save Changes covers all of them.
How to open it
| Step | Click |
|---|---|
| 1 | Settings → Organization. Lands on Tax Configuration |
| 2 | Or organization switcher → Settings. Lands on Basic Information |
| 3 | Tabs: Basic Information, Tax Configuration, Business Registration |
| 4 | Save Changes |
The Owner can always open this screen. Anyone else needs the Organization Settings permission — see Invite your team.
A workspace created at signup starts on Beta for 90 days. If you joined from an invite, you complete this workspace’s profile — you do not get a second personal org. How the invite works is in Create your account.
The three tabs
| Tab | What you set |
|---|---|
| Basic Information | Name people see, plus address and contact on invoices and reports |
| Tax Configuration | Business entity, VAT vs Non-VAT, default tax type, percentage tax, income tax |
| Business Registration | BIR RDO, Tax ID (TIN), registration number, industry, founded date |
Rename the workspace here if Seedflow used My Organization or {Name} Org. Only Organization Name is required. Email and website, if you fill them, must be valid.
Basic fields
| Field | Required | Where it shows |
|---|---|---|
| Organization Name | Yes | Invoices, bills, reports, the organization switcher |
| Description | No | On this form only |
| Logo | No — upload, max 5MB, square recommended | Stored on the workspace. Invoice and report PDFs do not print the logo today |
| Address | No | Invoice and report headers |
| Phone, email, website | No | Invoice and report headers |
| Contact Person | No | Stored here. The contact line on an invoice is the document’s contact, not this field |
Open Tax Configuration. Pick Business Entity (searchable list of nine types). Seedflow then suggests VAT Registered or Non-VAT and fills the panels under the cards. You can still change classification after that — including for Non-Profit Organization / NGO, which defaults to Non-VAT but can be VAT registered.
Each card has Learn more for the BIR idea behind it. Use those panels instead of treating this guide as a tax circular. Then Save Changes.
What Seedflow suggests when you pick an entity
| Business entity | Default classification |
|---|---|
| Corporation, Branch of Foreign Corporation, GOCC | VAT Registered, percentage tax off, flat income tax hinted at 30% |
| Sole Proprietorship, Partnership, Cooperative, LP, LLP | Non-VAT, percentage tax on (often 3%), Graduated income tax |
| Non-Profit Organization / NGO | Same Non-VAT default as sole prop. VAT Registered is allowed if that is how you are registered |
Default Tax Type is required. A new workspace already has VAT 12% (code VAT12) and Zero-rated VAT. Keep VAT 12% unless your registration uses a different rate. You can still override the type on a product or a line later.
Tax Inclusive is on by default: the price already includes tax. Turn it off if tax should be added on top. That is the workspace default; an invoice can still change Tax price basis.
Income tax on the VAT path
| Entity | Income tax cards |
|---|---|
| Corporation, foreign branch, GOCC | Both Graduated and Flat rate. Flat is the suggestion; enter a rate (the form hints 30%). Confirm the current corporate rate |
| Every other entity, including NGO | Graduated only. Flat is disabled. The individual 8% option is not this path |
Default tax type and tax inclusive do not apply. You get Percentage tax (switch and rate) and Income tax.
For sole prop, partnership, cooperative, LP, LLP, and NGO, the switch and the income-tax cards stay locked together: percentage tax on (often 3%) with Graduated, or percentage tax off with Flat rate (hinted at 8%). That off + 8% path is Seedflow’s stand-in for the TRAIN election — confirm you qualify.
Non-VAT exception
| Entity | What is different |
|---|---|
| Corporation, foreign branch, GOCC on Non-VAT | Both income-tax cards stay enabled. Percentage tax and flat 30% can both be on. Do not assume the 8% lock from the sole-prop path |
Output VAT and input VAT are accounts, not switches here. When a VAT line posts, sales tax goes to the output VAT account and purchase tax goes to the input VAT account. Set those in Sales and purchase posting accounts. A product can override them later.
This tab does not file BIR returns, compute tax payable, or post journals. Tax calendar only uses this profile for reminder dates (VAT vs percentage-tax forms, 1701 vs 1702). Percentage tax on gross is a Non-VAT setting — do not look for an output VAT account on that path.
None of these fields are required to save. They do not decide VAT vs Non-VAT — that stays on Tax Configuration. Tax ID is not the same as a customer’s or supplier’s Tax ID.
How to open it
| Step | Click |
|---|---|
| 1 | Settings → Organization → Business Registration |
| 2 | Or organization switcher → Business Registration |
Registration fields
| Field | What it is |
|---|---|
| BIR RDO | Searchable list of Revenue District Offices. Pick the RDO on your COR |
| Tax ID | Your TIN. Stored on the workspace. Invoice and report PDFs print name and address from Basic, not TIN, today |
| Registration number | SEC, DTI, or other registration number you keep on file |
| Industry | Free text (for example Technology, Wholesale) |
| Founded Date | Date the business started |
Add organization opens Add Organization: Organization Name (required) and description (optional), then Create Organization. You become that workspace’s Owner. It gets the same starter lists and starts on Beta.
Creating another workspace needs the Organizations permission (Owner already has it). Each organization has its own Basic, Tax, Registration, members, and books. Switching in the header changes which books you are in — it does not merge them.
How to open it
| Step | Click |
|---|---|
| 1 | Organization switcher → Add organization |
| 2 | Organization Name, then Create Organization |
Other guides in Get the workspace ready