TL;DR:
Personal data can be added or updated directly within the Tax Report page before downloading the PDF report.
How do I add or update personal information in my tax report?
Follow these steps:
1) Open your Tax Report
Go to the Tax Report page.
Scroll down, select the desired tax report, and click Load Report.
2) Download the tax report
Click on Download tax report.
3) Add personal data
Click on Add personal data.
4) Edit your information
You can now add, change, or delete your personal data.
After making your changes, click Save personal data.
5) Download the updated report
Your downloaded tax reports will now include the personal information you provided.
Important Note
Personal information is only included in tax reports downloaded in PDF format.
For tax reports downloaded in Excel format, personal data must be added manually.
Summary
Personal data can be added or updated via the Tax Report → Load Report → Download tax report → Add personal data section. The information is included only in PDF tax reports, not in Excel exports.