Company holds the record Institution uses across tax, bookkeeping, and compliance. Open Company in the sidebar and choose the legal entity you want to look at.
What is in the record
- Entity details, such as legal name, entity type, state of formation, and formation date.
- Owners and members, with ownership percentages.
- Officers and directors.
- Formation and registered agent information, linked to the same record.
Making a change
Update a detail when something real has changed, such as a new address or a new officer. Some edits save straight away and others go to the team as a change request. You see a confirmation when a change request is sent. When it is for something the page does not let you edit, open a request and choose Team or contact update.
Ownership
Owners and their percentages are managed under Settings, then Ownership. Removing an owner asks you to confirm first.
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