Company details

Open the account menu - the button showing your company name, top right - and choose Company Details. Everyone can view the page; editing needs permission level Tax, Accounting & Users or higher - see User permission levels.

Company details

• Company type, Company name, Company address, Town, Region or State, and Post/Zip code.
• Country and Native currency were set when the organisation was created and cannot be changed.
• Business phone number.
• Company Registration Number - required for limited companies.
• PAYE Reference and Accounts Office Reference - needed for payroll.
• Employment allowance - choose Claim or Don't claim. When claimed, pay runs offset the company's employer NI, up to the annual cap. Check your eligibility each payroll year - see EPS and Employment Allowance.
• Corporation Tax Reference - also known as a COTAX reference.
• Corporation Tax rate (%) - used to estimate the Corporation Tax line on the Profit & Loss report. Leave it blank for 19%.
• Accounting year start - the first day of your accounting year, often the incorporation date. It sets the Profit & Loss period.

Choose Save changes when you are done.

Other details

Contact email address, Contact phone number, and Website are included on invoices and estimates for your contacts.

You can also add a Company logo for your invoices: choose Upload logo (PNG or JPEG, up to 5 MB). The logo is applied immediately - use Replace logo or Remove to change it later.

About your business

Business category and Business description are a short record of what your business does.

Your accounting dates live on a separate page - see Accounting dates and settings.