How to set up your Inkle Tax account?

Setting up your Inkle Tax account takes a few minutes. The onboarding flow collects your entity and business details upfront so that Inkle can automatically identify the federal and state filings that apply to your company. This article walks you through every step from sign-up to your first filings being detected.

Step 1: Select your entity type

Go to inkle.ai and click Get started. The first screen asks about your business entity type so Inkle can confirm it is the right fit for you. Select the option that applies:

• Corporation: US-incorporated C-Corporations
• LLC: Flexible structure; Inkle will ask about tax treatment next
• Non-profit 501(c)(3): tax-exempt charitable, educational, or religious organisations
• Sole Proprietorship: unincorporated business owned and run by one individual

If your corporation is taxed as an S-Corp, check the box before clicking Continue.

Note: Inkle currently does not support the following entity types: S-Corps, single-member LLCs, and LLCs taxed as an S-Corp. 

Step 2: Enter your details

Enter your full legal name and work email. You can sign up using Continue with Google or fill in the form manually. Once done, click Send code to receive a verification code on your email. Enter the code to proceed.

Step 3: Phone verification

Enter your phone number. You can also enable WhatsApp notifications to receive important compliance updates and requests via WhatsApp. Click Send code to verify your number.

Step 4: Confirm your entity details

This step links your account to your company. Inkle looks up entities associated with your email domain from public records and Secretary of State (SOS) filings and shows any matches.

If Inkle finds your entity, it will be pre-filled on the screen. Review the details and if everything looks correct, click Confirm and fetch further details.

If Inkle finds other entities linked to your email domain that already have an Inkle account, click Request to join to send an access request to the existing account.

If Inkle is not able to find your entity in public records, click Create new at the bottom. You will be asked to enter:

• Brand name — your company's trading name
• Legal entity name — your full legal registered name, with the entity suffix (Inc., Co., LLC, etc.)
• Business address — street address, city, state, country, and zip code

If something in the pre-filled details is wrong, click the edit icon to update the address, or click This isn't my company to search again.

Note: If you manage multiple entities, click Add another entity to add a parent company, subsidiary, or a separate entity before proceeding.

Step 5: Complete your entity details

This is the final step before you enter the product. Review any available information and fill in anything that is missing for each of your US entities:

• Date of incorporation — the date your entity was incorporated
• State presence — your state of incorporation (required) and any other states where you operate or have employees. This is used for state tax registrations.
• People and roles — add directors, officers, shareholders, and other connected people using Add person

If you have a coupon code, enter it at the bottom of this page before proceeding.

Once complete, click Done, take me in to enter your Inkle Tax dashboard.

Your tax dashboard

After onboarding, you land on the Home page. It has two sections.

Set up your account 

This panel tracks your account setup progress. There are two steps:

Step 1: Add your tax details
Complete your company profile so Inkle can detect all applicable filings. There are two ways to do this:

• Enter details — opens a form where you fill in your business information directly
• Complete with AI — Inkle AI asks you the same questions one by one in a chat format. You can also ask Inkle AI any questions you have about your filings or the process as you go through it.

Either way, the Filings detected panel updates in real time as you answer, so you can see your filing list take shape as you go.

Step 2: Review, pay and file taxes: Once your details are in, each entity is listed with its total amount due. Click Review and pay to go through the filings for that entity and proceed to payment.

If you want help before proceeding, use the Talk to the team link at the bottom of the panel.

Filings detected 

This panel shows all the filings Inkle has identified for your entities. Filings are organised by entity name across the top tabs, and grouped by season and type below. Each filing shows the form name, why it applies to your business, the due date, the amount due, and its current status.

Filings statuses you may see include Overdue (in red) and Saved for later.

Completing your tax details

Clicking Enter details opens the Complete your setup form. Inkle uses these answers to finalise your filing requirements. The form asks:

• When your tax year ends
• Whether you filed an extension for your federal return
• How many foreign shareholders own 25% or more of the company (people who are not US tax residents, or entities not incorporated in the US)
• Whether your company owns any other companies in the US or abroad
• Which other US states your company operated in or held offices in during the year
• Whether your company had any employees on US payroll

The Filings detected panel on the right updates in real time as you answer each question, so you can see filings being added or removed as you go. Once complete, click Save and continue. 

Note: If you need to file for prior years, you will also see a File for past years? section at the bottom of the Filings detected panel. Inkle auto-fetches the applicable filings for previous seasons based on what it already knows about your entity. Click the year you want to add and a confirmation prompt will appear. Inkle will use your existing filing information to estimate the filing requirements for that season.