Company Information

Add tax relevant company information that doesn't change from year to year

This page is divided into two sections:

Company Information:

1. Provide the name of your business. If there is another name on your tax documents, check the box and enter this name below.
2. Enter your Federal Tax ID as it appears on your tax documents.
   1. Note: this number may also be identified as your 'EIN' and can be found in the upper right on tax returns.
3. Select your primary State of Operation and Entity Type.
   1. Note: If your business operates across multiple states you will be able to add these later when adding expenses for individual study years.
4. Select your company's Industry and Entity type
5. Provide a brief description of your company's activities 

CPA Information:

1. Enter the name of the firm that your business uses to file your taxes.
2. Enter the name of the specific accountant that handles your business.
3. Provide their contact information including phone number and email.
4. check the box confirming Clarus may contact this accountant directly.
5. Click Save to save your work.