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How can I add an organization to my account?

You can add your organization details in the address book and access the information anytime required during the filing process.

Follow the steps below to add organization details to your account:

  • Navigate to ‘Address Book’ from the menu bar and click ‘Add Organization’.

     
  • Enter the organization EIN you need to add and click ‘Search’. The organization details will be fetched automatically from the IRS registry.

     
  • Review the information and edit it as required. Once done, click ‘Continue’ to add organization details to the address book.

You have the option to bulk upload multiple organization details at once using our bulk upload feature. Click here to learn more.

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