Completing your onboarding
Step-by-step guide to finish setting up your account
Last updated: January 16, 2024•4 min read
Onboarding Completion Guide
Complete your TallyHub setup in just a few minutes. Follow these steps to get your business ready.
Step 1: Business Profile
Enter your business information:
- Business name and legal name
- Business registration number
- Contact information
- Business address
Step 2: Location Setup
Configure your first location:
- Location name and type
- Physical address
- Operating hours
Step 3: Tax Configuration
Set up your tax settings based on your location and business type.
Step 4: Team Setup
Invite team members and assign roles. You can skip this and do it later.