Customize company name or address on reports

Learn how to customize your company name or address on reports.

Some businesses use a different legal name, DBA, or business address with different license types or states. When you enter custom company information on your license, or in Advanced Name Preferences, your specified name will appear on your state reports. If a name is not specified, ShipCompliant will use the default legal and DBA names stored in Account Settings > Basic Information. You can edit your license settings to specify a customdoing-business-as name ( DBA or trade name) as well as a custom business address. If a custom license name or address are specified, it will appear in the applicable areas on any document in ShipCompliant where that license is used. In Advanced Name Settings you can assign a customized DBA name, legal name, or both to a type of document (excise tax, sales tax, and distributor reports).

Note:

Product registration packets and price postings will include these customized DBAs and addresses, too.

In ShipCompliant, go to Setup, then click Licenses.
Click Edit next to the license you would like to add a DBA name or license address to.
Enter the DBA name, the license address, or both.
Click Save.
Go to Settings, then click Account Settings.
Click Advanced Name Settings.
Enter your preferred legal name and trade name by document type.
Click Save Preferences.

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Customize company name or address on reports

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