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Set up your account

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Updated

Introduction

Setting up your Anrok account is the first step to getting you on the path to global tax compliance. By providing your company’s basic information and adding additional users to your Anrok account, our setup process will help get you up and running with charging tax.

 

 

Add your company information

Adding your company information is required for registration to different jurisdictions and for filing returns. The information requested by Anrok reflects the information each jurisdiction requires a business or seller to provide for registration. 

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Try adding company information in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, go to Settings. Take me there!
  2. At the top, click Add company information.
  3. Under General business, provide the following information, then click Save a continue:
    • Full business name
    • DBA (optional)
    • Legal entity type
    • EIN
    • Business, mailing, and taxable address
    • Business phone number and email
    • NAICS code
  4. Under Incorporation information, provide the following information, then click Save a continue:
    • State and date of  incorporation
    • Registered agent name and address
  5. Under Officers, provide the following information, then click Save a continue:
    • Name and title
    • Percent ownership
    • Phone and email
    • Social security number
    • Date of birth
    • Address
  6. Under Bank account, click Add a bank account to select the bank Anrok will use for filing returns and remitting sales tax.
  7. When you are finished, click Save.

Tip: In the Officer's section, you will only need to add one officer. This officer must be someone in the US-based selling entity that is authorized to sign and have their names on returns.

 

 

Add users to your account

If more people at your company need to access or update the information in Anrok, you can add them yourself. 

lnYsF_9DfYAt4KwfRknVkr7xhKmtkC3ZW6u0WbeCF9pzJTsweTV4xQtqI7SgnBv2jq9iGSqEw5-ntwvITt19yD5LaFdamX9614jh1-sbFi7ElsvX9ShrWRZEE6uj.png Note: Only team members with the Admin role can add more team members.

Try adding users to your account in the demo above ☝️

  1. In the Anrok app CleanShot 2023-07-20 at 12.02.21@2x.png, go to Settings. Take me there!
  2. Next to Team, click Add user.
  3. Under Email address, enter the new user’s email address.
  4. Under Permission level, select one of the following options:
    • editor_role_anrok.png — Has access to see all your company's data in Anrok (i.e. customers, transactions, and returns) and can edit data when editable.
    • admin_role_anrok.png — Has access to see all your company's data in Anrok (i.e. customers, transactions, and returns) and can edit data when editable. Can also add and remove team members.
  5. When you are finished, click Send invite.

 

 

Now that you’ve completed setting up your Anrok account, you can begin connecting your billing and HR systems to Anrok.

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