Report signers

A report signer is the person at your business whose name and details will be printed on state report cover sheets. This information is required when reporting.

For some states, the signer might also need to be available to physically sign reports. You can find states with this requirement in the State Reporting Requirements document on the Compliance Resources page.

This person is often an officer of the company, such as the Chief Financial Officer (CFO).

Assign a report signer

1. On the side menu, click Business Information.
2. Select the Report signer tab.
3. Enter the report signer’s name, title, and contact information. Then click Save.

Add a report signer

1. At the bottom of the side menu, click the Settings icon, then click Report Signers.
2. Click Add report signer.
3. In the pop-up, enter the report signer's name, title, and contact information. Then click Save.

Edit a report signer

1. Go to Settings > Report Signers.
2. Click the More options icon in the Actions column and select Edit.
3. In the pop-up, edit the report signer's name, title, and contact information, then click Save.

Delete a report signer

This action permanently deletes the report signer.

1. Go to Settings > Report Signers.
2. Click the More options icon in the Actions column and select Delete.
3. In the pop-up, click Delete.