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Create & Manage Your Legal Entities

Published on: Fri, 31 May, 2024 at 7:31 AM | Updated on: Wed, 6 Nov, 2024 at 3:12 AM

Legal entities are where your payment-related and tax-related information is housed. Here you can create a new legal entity or edit existing legal entities.

Create a Legal Entity

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!

From the left navigation bar, select [Menu] → Finance.
From the left navigation menu, select Settings → Legal Entities.
In the top right corner, select Create Legal Entity.
Fill out the relevant information and select Save.
- Have a look at the Legal Entities form reference below for more information on the fields needed.

Legal Entities form reference

Field	Description
Name	Enter your legal entity name into the field.
Billing Adress	Note: Your billing address should match the information in your tax forms. Address Line 1 Enter the Street name and unit/house/building number. Address Line 2 Enter any additional information regarding the location (2nd floor, etc.).
Billing Location	Note: Your billing location should match the information in your tax forms. City Enter the name of the city in which your account is located. Country Select the country in which your account is located from the drop down list. Postal code Enter the postal code that relates to the city and country you provided above.
Organization Type	Select the type of business model from the drop list of options, e.g. Non-profit, Individual etc..
EIN/SSN/Foreign Tax Id	If you are US-based and your organization is registered in the US, enter your Employer Identification Number (EIN) or your Social Security Number (SSN). If you are US-based and your organization is registered outside of the US, enter your Foreign Tax ID . If you are not US-based, enter "n/a" and our financial team will reach out to you if more information is needed.
Indirect Tax	[Toggle on] this section if you are operating your impact.com program in a country that levies an indirect tax and provide the following information: Country of Indirect Tax Select the country you are registered in for indirect tax from the drop-down list. Indirect Tax Number The indirect tax number associated with your account.
Funding Account Currency	Select the currency for the default funding account associated with this legal entity from the drop-down list. This option is only available when creating a legal entity and cannot be edited thereafter.

Manage your existing legal entities

From the left navigation bar, select [Menu] → Finance.
From the left navigation menu, select Settings → Legal Entities.
Hover over the relevant legal entity and select Edit.
You can now edit the tax information and billing address information and select Save once done.
Warning: Changing these values can affect your account funding and invoicing. If you need to make a change, then contact support.

Create a Legal Entity

Manage your existing legal entities

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