For clients with software access, the DBA List feature in Entity Manager helps you track your Doing Business As (DBA) name registrations (also known as Fictitious Names, Trade Names, or Assumed Names) and renewals.
Adding your DBAs to the DBA List allows you to easily access registration numbers, renewal dates, filing fees, filing instructions, and more! With this tool, there is no need to track your DBAs in spreadsheets.
Topics in this article:
How to view registration details for upcoming events
To view your DBA List:
- Log in to your account.
- Select Entity Manager on your side menu.
- Beneath your Registration Map, select the DBA List tab.
To add a new DBA to your list:
- Click the blue + Add DBA button at the top right corner of your DBA List.
- Search our reference data for a specific registration name or jurisdiction.
- When you've found the correct registration, click the Details button to see more information about the registration, or click the Import button to start adding it to your list.
- In the "Import DBA Registration" side modal box, click the + Add DBA button to select the entity and fill in the DBA name.
- Then, choose if you want to newly register this DBA or if you already have it registered.
- Click the Submit button.
You will now see the license details and events associated with your registration, and you can view your DBA in the DBA List.
If you’re registering a new DBA, Harbor Compliance will set up events to help you apply for the license and renew it. If you've added an existing registration, we will set up events to help you track license renewal.
To receive reminders about those events, make sure to add a due date and assignee to each one under the Events tab.
To edit a DBA:
- From your DBA List, click the Details link on the registration you wish to edit.
- Click the blue Edit button at the top right-hand corner of your DBA Registration Details screen.
- Edit details like the DBA Holder Name, ID Number, Effective Date, and Expiration Date, or click the Archive checkbox to archive the registration.
- Click the Submit button to save your changes.
*Restricted Users are prevented from editing DBA Registrations for Companies they do not have access to.
To delete a DBA:
- From your DBA List, click the Details link on the registration you wish to edit.
- Click the blue Delete button at the top right-hand corner of your DBA Registration Details screen.
- From the pop-up, click the Delete button again to delete the registration. Note: you cannot reverse this action, and you will no longer have access to your registration details, events, records, or notes.
- Click the Cancel button to return to the DBA Registration Details screen.
To view registration details an upcoming events:
- From your DBA List tab, click the Details link on your chosen registration.
- The Details tab will display all key registration information, including ID numbers, expiration dates, and agency information.
- Switch to the Events tab to see your upcoming registrations and renewals. Click the Actions button to reveal a dropdown menu of related actions. Use these to edit the event and add assignees and due dates, or to mark the event complete after filing.
The information in this article does not apply to DBAs managed by Harbor Compliance through a Managed Annual DBA Service subscription. Those DBAs are added to Entity Manager by our compliance team, which will also take care of all filings and renewals. To learn more about Managed Annual DBA Service, click here.
Please contact us with any questions.