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Company and formation

Add an existing business without starting incorporation

Choose the company-record flow when the legal business already exists.

Updated 2026-11-11

Add company in Manage company creates a workspace record for an existing business. The form describes separate company records and accounting connections; it is not a state incorporation filing.

Enter the Legal company name and Company type, then submit. After the company is added, complete its Business profile and set up the relevant connections through the supported company workflow.

If you need to form a new legal business, the company settings page links to Form a new company. Use the formation process and review its scope and requirements rather than assuming that adding a workspace record creates the legal entity.

Before adding an existing company, check the list for an earlier record, including companies you left or removed from active workspaces. Reusing the correct existing record avoids separating documents and work across duplicates. If the form reports a duplicate or permission error, resolve that issue directly. Do not change the legal name merely to get around validation. A successful record creation is confirmed by the company appearing in the workspace list.

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