Follow these steps to add more businesses after creating your account.

Note:

These steps are for ReportMyUP Plus customers only. ReportMyUP customers can only have one business. Read about how to upgrade to ReportMyUP Plus.

• Only Admin users can add businesses.

• You account can have up to five businesses.

1. Go to Settings > Businesses.
   
2. Click Add business.
   
3. In the Business section, fill in the following fields:

   Registered business name

   The legal name of your business, up to 40 characters.

   Federal Employer ID Number (FEIN)

   The nine-digit number assigned by the IRS to identify your business, with no dashes. For example, 123456789.

   Business Unit

   Enter any value to help you identify the business.

   Address

   Your business's address information.

   Business category

   Read about business categories.

   State/province/territory of incorporation

   The place where your company is licensed to do business. It might be different from your physical location.

   Business start date

   The date on which your company was licensed to do business. If your business is a savings and loan association, bank, or credit union, enter the date when your organization was chartered.

4. In the Report signer section, click the dropdown, then:
   • Select an existing report signer.
   • Click Add Report Signer to add a new one. In the pop-up, enter the report signer's name, title, and contact information. Click Save.
5. In the Contacts section, click the dropdowns, then:
   • Select an existing report contact and claim contact.
   • Click Add Contact to add a new one. In the pop-up, enter the contact's name and contact information. Click Save.
6. Click Add.

Learn how to switch between businesses if you have more than one.

Note:

These steps are for ReportMyUP Plus customers only. ReportMyUP customers can only have one business. Read about how to upgrade to ReportMyUP Plus.

1. Click the field on the menu that shows the business you're currently working in.
   
2. Select a business from the dropdown.

Follow these steps to update your businesses' information.

Note:

These steps are for ReportMyUP Plus customers only. If you're a ReportMyUP customer, read the article on editing business information in ReportMyUP. Read about how to upgrade to ReportMyUP Plus.

• Only Admin users can edit businesses.

• Read the articles on state FEIN extensions, state assigned IDs, report signers, and contacts for details about editing that information.

1. Go to Settings > Businesses.
   
2. Click the More options icon and select Edit.
   
3. On the Overview tab, edit any of the following fields:

   Registered business name

   The legal name of your business, up to 40 characters.

   Federal Employer ID Number (FEIN)

   The nine-digit number assigned by the IRS to identify your business, with no dashes. For example, 123456789.

   NAICS code

   The six-digit North American Industry Classification System (NAICS) code that identifies your business type, with no dashes. For example, 123456. This field is only required if you are reporting to Tennessee. Visit the Census website for a list of accepted NAICS codes.

   Business address

   Your business's address information.

   Business category

   Read about business categories.

   State/province/territory of incorporation:

   The place where your company is licensed to do business. It might be different from your physical location.

   Business start date

   The date on which your company was licensed to do business. If your business is a savings and loan association, bank, or credit union, enter the date when your organization was chartered.

4. Click Save.

Find out how to download your businesses' information in an Excel file.

Note:

These steps are for ReportMyUP Plus customers only. Read about how to upgrade to ReportMyUP Plus.

• Review all your businesses' information, including state FEIN extensions, state assigned IDs, report signers, and contacts, in one file.

• This report does not contain your businesses' property data. Read about how to download properties.

1. Go to Settings > Businesses.
   
2. Click Download # businesses as .xlsx.
   

The Excel file will be downloaded to your computer.

Follow these steps to permanently remove a business from your account.

Note:

These steps are for ReportMyUP Plus customers only. Read about how to upgrade to ReportMyUP Plus.

Delete a business to free up space in your account for an active business. You might need to delete a business if:

• You created a test business and no longer need to use it.

• A business closed, all their information has been reported, and all their data has been downloaded.

Note:

Only Admin users can delete businesses.

CAUTION:

This action permanently deletes the business and all its data.

1. Go to Settings > Businesses.
   
2. Click the More options iconand select Delete.
   
3. On the pop-up, click Delete.