Entering Business Information

The Business Information page collects essential details about the merchant’s business, including address, contact details, legal information, and operational status.

Watch the interactive walkthrough below to enter merchant business details.

1

Enter Business Identification Details

• In the DBA (Doing Business As) Name field, enter the merchant’s business name.

• Click on Select MCC to search and choose the appropriate Merchant Category Code (MCC).

2

Provide Business Address

• Under Physical Address, enter:

  • Street Address

  • Apt, Suite, Etc. (Optional)

  • City

  • State (Select from the dropdown menu)

  • Zip Code

• If the Mailing Address is the same as the physical address, check the box. Otherwise, enter the mailing address details separately.

3

Enter Contact Information

• Enter the Business Phone Number.

• Enter the Fax Number (if applicable for chargebacks).

• Enter the Business Email Address.

• Enter the Business Website (if available).

4

Configure Email Preferences

• Check the box if the merchant wants to receive statements via email.

• Check the box if the merchant prefers to receive tax forms via email.

5

Provide Legal Information

• Select the Ownership Type from the dropdown (e.g., Sole Proprietor, LLC, Corporation).

• Enter the Legal First Name and Legal Last Name of the business owner.

• If the Federal Tax ID is the signer’s Social Security Number (SSN), check the box. Otherwise, enter the Federal Tax ID manually.

• Select the State of Incorporation from the dropdown menu.

6

Specify Payment Processing Information

• Select whether the business accepts or has previously accepted payment cards (Yes/No).

• If Yes, choose the Payment Processor from the dropdown menu.

• If the business has been previously terminated by a card brand or processor (e.g., Visa), select Yes and provide a Reason for Termination.

7

Define Business Operations

• Select whether the business is currently open (Yes/No).

• Indicate if the business operates seasonally (Yes/No).

• If the business is seasonal, select the months of operation.