Company Profile

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The company profile establishes the company name and address for reports, letters and statements. The company name is printed on the Produced by line at the bottom of each report and statement.

Company Name

This field is protected. It is entered at the time you register with customer support.

Mailing Address

Use this address group box to enter the mailing address of the company. Do not enter the company name.

Taxpayer ID

Enter the taxpayer ID for the company.

Taxpayer Name

If the company name as you need it for tax reporting is different from the name in the protected field above, enter it here. When 1099s are created, this field will override what is in the protected field.

Taxpayer Phone Number

This field is a mandatory entry on the tax form (1099 Misc).

Additional Letterhead Info

If you would like additional information printed on letters amd statements, enter it here (eg. phone and fax numbers). It prints on the right hand side of the page. When setting up the owner statement you can choose to use the Additional Letterhead Info from the Management Group profile or the Company profile. Multiple lines can be entered.