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The Company Profile is the business information HOST uses on every jurisdiction registration and every return. Keeping it complete unlocks registrations and managed filings — most "why is this button disabled?" questions trace back here.
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Sidebar → Workspace → Company Profile (/company-profile). The badge in the top-right corner reads Complete or Incomplete.
The Company Profile: four cards, each with its own Save button. Blank required fields are outlined in amber and the badge reads Incomplete.
Contacts and officers live on the separate People page — see 4. People.
Legal name, EIN, formation, and accounting setup. These appear on every jurisdiction registration application HOST submits on your behalf.
| Field | Notes |
|---|---|
| Federal Employer ID (FEIN/EIN) | Locked — set when the organization was created. |
| Legal Business Name | Locked — set when the organization was created. |
| Trade Name (DBA) | Optional. |
| Business Type (required) | C Corporation, S Corporation, LLC - C Corp, LLC - S-Corp, LLC - Single, LLC - Multi Member/Partnership, Partnership, Nonprofit Corporation. This choice drives the officer rules on the People page. |
| Business Activity Summary (required) | Retail, Wholesale, Services, or Software / Digital Products — the dominant way you sell. |
| NAICS Code (required) | Search by 6-digit code or industry name (2022 revision) and pick from the list. |
| Date of Formation (required) | Officer effective dates must be on or after this date. |
| Country of Incorporation (required) | Pick the country first. |
| Jurisdiction of Incorporation (required) | For the US, a state. For any other country this is set to Outside of USA automatically. |
| Fiscal Period End (required) | A month. |
| Accounting Method (required) | Cash Basis (records on payment) or Accrual Basis (records on invoice date). |
| Company Website (required) | Full URL, e.g. https://example.com |
Where the business operates and where jurisdiction correspondence should be delivered.
Two address blocks — Physical Location and Mailing Address — each with Street Address, City, Jurisdiction / Province, Zip / Postal Code and Country (all required). Use Copy from mailing / Copy from physical when they're the same.
For the US and Canada the jurisdiction is a dropdown; for other countries it's a free-text State / Province / Region field.