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This page is where you maintain the business information that appears on every resale certificate you generate. It's a superset of what you filled in during the setup wizard, plus the Authorized Officer's signature.

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Where this lives

URL: /company/details — also the Company Details item in the left sidebar.

Page layout

20-company-details-full.png

Two cards stacked vertically:

  1. Company Information — the business details (address, phone, descriptions of products sold)
  2. Authorized Officer — the signer whose name and signature appear on certificates

Each card has its own Save Changes button — they're independent, so you don't have to re-enter the officer info just to update the address.

Company Information

Locked fields

Two fields are read-only:

Editable fields

Field Notes
Company Contact Email Used on certificates and invoices. Make sure it's monitored.
Company Phone Just digits. The form formats display, but stores raw.
Street Address / City / State / Postal Code / Country Headquarters address. Use the headquarters even if you ship from elsewhere.
General Description of Products Sold Short headline (e.g. “Wholesale electronic accessories”).
Detailed Description of Products Sold Longer paragraph. Some states inspect this when they audit certificates.

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Tip on descriptions: write the detailed description as if explaining your business to a sales-tax auditor. “Electronics” is too vague. “Laptops, smartphones, tablets, and consumer electronics accessories purchased from manufacturers and resold to retail consumers via direct e-commerce channels” is what to aim for.

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Click Save Changes to commit. The new values take effect on the next certificate you generate — already-issued PDFs are not retroactively updated.

Authorized Officer