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When to use this — you've just created an organization and the app keeps sending you to Set up your account instead of letting you into the dashboard.

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Before you start

The wizard writes real data that ends up printed on legal documents. Gather these first:

[ ] Business mailing address, contact email and phone
[ ] A one-line and a longer description of what you sell
[ ] For each state you're registered in: the sales tax account number that state issued you
[ ] The names and addresses of the vendors you buy from
[ ] The name and title of the person authorised to sign on the company's behalf

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You do not have to finish in one sitting. Every step saves independently to the server. Close the tab after step 2 and come back tomorrow — the wizard reopens on the first step you haven't finished.

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The four steps

The setup wizard. Note the progress counter top-right and that completed steps collapse with a green tick.

#	Step	What it feeds
1	Company Information	The "purchaser" block on every certificate — name, address, and what you sell
2	Jurisdictions	Which states unlock for download, and the account numbers printed on the forms
3	Vendors	The "seller" each certificate is addressed to
4	Authorized Officer	The signature block at the bottom of every certificate

Step 1 — Company Information

Every field marked * is required, and Save & Continue stays greyed out until they're all valid. EIN is locked. Legal Business Name is editable here and only here — after setup it's read-only.

<aside> ✍️

The two product descriptions are not filler. They're what a state auditor reads when deciding whether your exemption claim was legitimate.

General description — short, e.g. Wholesale electronic accessories
Detailed description — specific. The placeholder says it plainly: "Be descriptive — used by states evaluating exemption claims." Something like Laptop, phone, and computer accessories purchased for resale to retail customers is far better than general merchandise. </aside>

Step 2 — Jurisdictions

Step 2. Pick a state, enter the account number it issued you, click Add — repeat, then save the batch.

For each state: choose it from the dropdown, type the sales tax account number, click Add. Entries queue up in a list. Nothing is saved until you click Save & Continue.

<aside> ⚠️

Add only the states where you are genuinely registered and hold an account number. This is not a list of states you sell into or would like to sell into. An account number you invent will print on a legal document.

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