Your business’s legal name and its tax identifier — RFC in Mexico, NIF/CIF in Spain, EIN/Tax ID in the United States, and so on depending on the country — are edited under Settings > Tax details. You don’t need to contact support to fix a typo or update a value: the field is editable at any time.
When editing the field is enough
If your tax identifier hasn’t changed and you only need to correct the legal name (a typo, a change of corporate suffix without a new tax ID, etc.), edit it directly:
- Go to Settings > Tax details.
- Update the legal name and save.
This does not rewrite invoices already issued: each one keeps the issuer’s details exactly as they were the day it was generated.
When to create a new workspace instead of editing
If your company legally changed its tax identifier (a new RFC, or the equivalent in your country), do not edit the field on the live account. In Mexico in particular, the certificate you uploaded (CSD) is issued by the SAT under your previous RFC: if you only change the legal name text, the next invoice would still stamp with a certificate that no longer matches the declared tax ID. The right move is:
- Click your organization’s name in the top left and select Create workspace. You can choose to create an independent account or one nested under the current organization, and the country where the new entity operates (Cord doesn’t assume it’s the same country as the original account).
- Register the new entity’s details there: tax identifier, legal name, and — if your country uses a signing certificate (CSD, exclusive to Mexico) — upload it in the new workspace.
- Contact support to transfer your current subscription plan to the new account, if you don’t want to pay for two subscriptions in parallel.
- Export your client catalog from the previous account and import it into the new one.
Creating an additional workspace requires the Professional plan or higher; on Free or Starter, contact support to discuss the change.
This method keeps your previous accounting history intact and immutable under the original tax identifier, for audit purposes with the relevant tax authority.