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How to Set Up Your Organization Details in Kintsugi

Manage your company’s core information in one place
Updated 5 months ago

Overview

The Organization Details tab stores the official business information required for registrations, filings, and compliance. Keeping this section complete and accurate ensures smooth tax reporting with Kintsugi.


Accessing Organization Details

To add or update your business information:

  1. Log in to your Kintsugi account

  2. Navigate to the Configurations tab

  3. Under the Organization Details, click any section you wish to update: Business Details, Business Information, Business Contact Person, Company Owner(s).


Sections Within Organization Details

Your organization details are organized into four main sections:

1. Business Details

This section captures your company's legal and operational information:

  • Legal business name

  • Trade name (DBA, if applicable)

  • Incorporation country and state

  • Entity type

  • Country business ID (or FEIN equivalent)

  • Company address (street, city, state, postal code, country)

  • Business description (products or services you sell)

  • Home state business registration number

  • NAICS code (The NAICS code linked to your business or found on your Federal Return)

  • Incorporation date

Tip: Use official documents or state websites to verify identifiers.


2. Business Information

This section includes your primary contact details and accounting preferences:

  • Business phone number and email

  • Business address (you can copy this from your company address)

  • Mailing address (you can copy this from your business address)

  • Fiscal year end date

  • Business accounting method


3. Business Contact Person

Enter the details for your primary business contact:

  • Name, title, date of birth

  • Contact information (phone, email, address)

  • SSN or country ID number

  • Driver's license number (enter "NA" if unavailable)

Shortcut: Check the "Same as Company Owner" box if the contact person's details match the owner's information.


4. Company Owner(s)

You can enter details for one or more owners in this section:

  • Full name and contact information for each owner

  • Percentage of ownership for each owner

Note: This step can be skipped if the company owner and contact person are the same.


Saving Your Updates

After completing each section, click Save to store your information. Your changes will be reflected immediately across your Kintsugi account.

Changing Your Organization Name

If you need to change your organization name (org name), the platform currently does not support self-service updates to this field. However, you can update your legal business name in the Business Details section under Configuration.

Why Accurate Organization Details Matter

Complete and accurate organization details help Kintsugi:

  • Process registrations efficiently in new jurisdictions

  • Generate accurate tax filings and returns

  • Ensure compliance with state and federal requirements

  • Respond appropriately to government notices through Kintsugi Mail


Need Help?

If you have questions about which information to enter or need assistance updating your organization details, contact our support team. We're here to help ensure your account is set up correctly.

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