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How to Add or Change Company Information

Edit or change your company name, business location, or main contact information.

You can add or edit your company name, address, phone numbers, or main contact information on your Company Information page.

  1. Settings > Company Settings > Company Info.

  2. Click the Edit link.

  3. Business Information:

    1. Business name - The name your company uses to do business.

    2. Tax Filing name - *Your Tax Filing Name is listed on your Federal Employer Identification Number (FEIN) paperwork. It can also be found on your 941 and 940 federal tax returns.

    3. Business Type (Sole Proprietor, S- Corp, C-Corp, Partnership, Trust/estate, LLC tax class C Corp, LLC Tax class S Corporation, LLC single member entity/ disregarded entity, Non-Profit

    4. Industry that best describes your business

    5. NAICS code

      1. See our help article What Are NAICS Codes?

  4. Business Location

    1. address, city, state, zip code

  5. Contact Person Information

    1. First name, last name , title, phone, email address

      1. The contact person email address will receive important notifications via this email.

Changing your email address here on the company page, does not update your login email. Use the Manage Login Information setting to update your login email or username.

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