How Do I Set up the Information About My Business?

October 8, 2015

treehouseadmin

Your company information appears on reports, invoices, etc., throughout Patriot’s accounting software. You can easily keep your company information current by making any changes on the Company Information page…

  1. Dashboard > Account Settings > Company Info.
  2. At the top right, you will see the blue Edit link. Click on Edit.
  3. Make any changes by choosing the correct item from a drop-down list, or type the new information over the old information.
  4. Click either Save or Cancel.

Note that that there are separate places to list your Business Name and your Tax Filing Name, since they might not be the same.

Your Tax Filing Name is the one on your Federal Employer Identification Number (FEIN) paperwork. Forms 941 and 940 of your federal tax return will also display your Tax Filing Name.

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