You MUST first add an individual who is the authorized signer for each business.
From your home page, click Add New.
Fill out the top block of information for your internal use and Save details.
Click the person icon next to the word PARTICIPANTS.
If requesting records for the individual and business, you must include the person's SSN, first name, last name, contact info, phone number, and address.
If requesting records for the business only, you must enter the signer's first name, last name, and contact info (mobile number and/or email address).
Click on the BUILDING icon next to the authorized signer's name.
You must include EIN, legal business name, the job title, business phone number, and business address that are on record with the IRS. The Role dropdown is optional.
Select the box next to Request tax records for this business and Save business details.
When all individuals and businesses have been added to the grouping (loan, household, account, etc.), email/text your Taxpayer Consent Experience link to the signer.