Skip to main content

How to Set Up Your Organization Details in Kintsugi

Manage your company’s core information in one place

Updated over a week ago

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.

Sections within Organization Details

You’ll find four main sections here:


1. Business Details

  • 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/services you sell)

  • Home state business registration number

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

  • Incorporation date

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

2. Business Information

  • Business phone number and email

  • Business address (can copy from company address)

  • Mailing address (can copy from business address)

  • Fiscal year end date

  • Business Accounting method

3. Business Contact Person

  • Name, title, date of birth

  • Contact information (phone, email, address)

  • SSN or country ID number

  • Driver’s license number (enter “NA” if unavailable)

✅ Check the “Same as Company Owner” box if details match.

4. Company Owner(s)

  • Can enter details for one or more owners.

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

  • Specify each owner’s percentage of ownership


Saving Updates

After completing each section, click Save to store your information.

Did this answer your question?