Add and edit a business

Add a business, copy its details into a provider form, link your accounts to it, and delete it.

This page shows how to record a business, copy its details, and link a provider account to the business it is registered under.

#Before you start

Unlock your vault. The Business page appears in the sidebar once you are signed in and unlocked. See Unlock your vault.

#Add a business

  1. Open Business. With no business yet, choose Add your business. Otherwise choose Add a business.
  2. Under Basics, fill in a Label (what you call it) and the Legal name, exactly as registered. Trading name, Entity type, Country (two letters), State or region and Formed on are optional. Country starts as US; use a two-letter code such as US or GB, or clear it if you don't know.
  3. Under Numbers, choose Add a number, pick a kind (EIN, D-U-N-S number, VAT number, State file number or Other number) and enter it. An Other number needs a name in What it is. You can have one EIN and one D-U-N-S number; VAT, state file and other numbers can repeat if each has a different label.
  4. Under Addresses, choose Add an address. Pick Registered, Mailing or Physical, and fill in the street (up to three lines), city, state or region, postal code and a two-letter country. You can keep one address of each kind.
  5. Under Contact, add a phone number, an email (the public support or contact address) and a website that starts with https://.
  6. Under Your dates, add any dates you want reminders for. See Filing dates and reminders.
  7. Add Notes if you want to, then choose Add business.

A field with a problem is marked in red under its input, and the page says Fix the fields marked below. Each text field takes one line only. Line breaks and invisible characters are refused, because the values are meant to be pasted into forms and the pasted text must match what you see.

All of this is encrypted on your device when you save. Nothing is sent to StackHangar in readable form.

#Copy details into a form

Each business is a card on the Business page. Every saved field has its own row with a Copy button.

  • An address has Copy block, which copies all its lines, and a Copy button on each line.
  • EIN, VAT and other numbers show as dots. Choose Reveal to see one and Hide to cover it again. Copy works without revealing it.
  • The card also shows when the details were last changed. Changing the label, dates or notes does not count as a change to the details.

#Edit or delete a business

  1. On the business's card, choose Edit.
  2. Change what you need and choose Save changes.

To delete it, choose Delete, then Delete business. The page says how many accounts will be unlinked from it. Choose Keep it to cancel. A deleted business also cancels its reminders.

Linking records which of your companies a provider account is registered under, and when you last confirmed that the provider holds your current details.

  • When you add an account: with one business, the Add account form offers a checkbox, Registered under that business. With several, there is an optional Registered under (optional) list.
  • On an existing account: open it on Accounts. In Registered as, pick a business under Pick a business and choose Link.

Once linked, Registered as shows the business, when you last confirmed it, and:

  • Show details, which lists the business's fields with copy buttons without leaving the account.
  • Details are up to date, which you choose after you check or update the details at the provider.
  • Unlink, which removes the link.

On the Business page, Registered with lists the accounts linked to each business.

#Sign-up details for some providers

For Stripe, Apple Developer, Google Play and the Chrome Web Store, the account card and the sign-up step of a Launch playbook show What the provider's sign-up asks for. It picks out the matching fields from your business with copy buttons, lists what you have not saved, and links to the provider's own documentation. It is taken from each provider's documentation and the form may ask for more. See Launch playbook.

#If something goes wrong

  • You can keep up to 10 businesses. Delete one you no longer use to add another.
  • That business isn't here. The business may have been deleted on another device. Choose Back to Business.
  • That business is no longer in your vault. The business was deleted, for example on another device, so the link cannot be saved. Pick another business.