Manage company information

Use Menu > Administration > QuickStart settings > Company structure > Manage company information to review or update the legal entity used by your QuickStart account. The page contains its legal name, addresses, contact information, tax registrations, and other company details; operating locations are maintained separately for offices, warehouses, and other places of business.

Open Menu > Administration > QuickStart settings > Company structure, and then select Manage company information. The fields and actions available depend on your permissions and company configuration.

Add a sales tax registration after onboarding

If your company registers to collect sales tax in another jurisdiction after onboarding, add the registration here. You need permission to edit company information and a tax registration number if one applies. If the jurisdiction is missing, you also need permission to create it.

  1. Open Menu > Administration. On the Administration page, select QuickStart settings > Company structure > Manage company information.
  2. Select Edit.
  3. In Tax registrations, select Add item.
  4. Select the Tax jurisdiction. If it is not listed, select Create tax jurisdiction from that field. In the drawer, review the read-only Country, select State or region if applicable, enter the jurisdiction Name, and select Create. Use the new jurisdiction in the registration.
  5. Review Tax exempt, which is selected by default. If your company must collect sales tax in this jurisdiction, clear the checkbox. Leave it selected only if the registration is tax-exempt.
  6. Enter the Start date, the Tax registration number if applicable, and an End date if the registration has one.
  7. Select Apply to add the registration row, then select Update to save the company information.

QuickStart provisions the related tax agencies, types, and codes in the background for the registered jurisdiction. Wait for the provisioning completion notification before relying on calculated tax, then review the records in Menu > Settings > Accounting > Taxes. Those provisioned records are view-only in the Taxes lists.

Use operating locations for offices, warehouses, and other places where your company operates. See Create an operating location.