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A business in your account is the record everything else hangs off: verifications, monitoring, and filings. Add one for each business, customer, or applicant you work with. Palm also adds businesses for you when you monitor by identifier, form a business, or register one in another state.

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Add a business

Send a POST request to /v1/business. Business details go in vault, keyed business.*:
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Every field is optional, but the more you send, the more Palm can do with the record. An EIN application needs the legal name, entity type, formation jurisdiction, formation date, and address. A foreign qualification needs the legal name, entity type, formation and registration jurisdiction, formation date, and registration number. A vault key Palm does not recognize returns a 400 that names the key and, where one is close, the field you likely meant. See Add a business for every field.

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Businesses in several states

A company that operates in several states holds a separate registration in each one: a domestic registration in the state where it was formed, and a foreign registration in every other state. Each registration has its own registration number, and its name can differ from state to state. You can keep a company as a single business, or add each registration as its own business. When you add them separately, you can link each foreign registration to its domestic business, so your account knows they belong to the same company. Every business reports registration_type:
  • domestic when business.registration_jurisdiction is the same as business.formation_jurisdiction.
  • foreign when they differ.
  • null when either is missing.
Linking is optional. When Palm registers a business in another state, it creates the new state’s business and links it for you. Link manually only registrations filed outside Palm, and don’t add a business for a state you are about to file in. Add the domestic business first. Then add the foreign registration with domestic_business, which names the domestic business in one of three ways:
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The new business returns with registration_type set to foreign and domestic_business_id set to the Delaware business. The link holds when the two registrations have different names. To link a business that is already in your account, send the same domestic_business with Update a business. Send "domestic_business": null to remove the link. Both businesses must carry business.formation_jurisdiction, business.registration_jurisdiction, and business.entity_type. Palm refuses the link with a 400 that names the reason when:
  • The domestic business is not in your account. Add it first, then link.
  • The business named as the domestic business is itself a foreign registration.
  • The business being linked is domestic.
  • The two businesses have different formation jurisdictions or different entity types.
  • A registration number matches more than one business in your account. Link by business_id instead.
When the domestic business already has a business linked for the same state, the request returns a 409 carrying the existing business. While two businesses are linked, their formation jurisdiction, registration jurisdiction, and entity type can’t change. Other edits are allowed.

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List a company’s registrations

Search with domestic_business_id to list every business linked to a domestic business:
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A domestic business with linked registrations can’t be deleted. Delete or unlink its registrations first.

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Next steps