License Types
Jurisdictions
Filing Fundamentals
Renewals & Compliance
InSys Knowledge
100

Required by cities and counties to allow a business to legally operate within local boundaries.

What is a Business License?

100

The level of government that typically issues a Secretary of State registration.

What is the State government?

100

The legal name under which a company is registered with the state.

What is the Legal Entity Name?

100

Missing this can result in penalties, late fees, or license suspension.

What is a Renewal Deadline?

100

When opening the Licenses tab, no licenses appear until you perform this action.

What is selecting filters and clicking Refresh or Search?

200

License commonly required for businesses that sell physical goods to consumers.

What is a Sales Tax Permit?

200

The jurisdiction that often issues general business licenses within city limits.

What is a City or Municipal government?

200

A name used by a company that differs from its legal entity name.

What is a DBA (Doing Business As)?

200

Annual confirmation of company information required by many states.

What is an Annual Report?

200

This field records the date a filing is sent to the jurisdiction.

What is Date Submitted?

300

License typically required for restaurants serving prepared food to the public.

What is a Health Permit?

300

This jurisdiction may require a business license even when a company operates outside city limits.

What is a County government?

300

Number issued by the IRS that is commonly requested on license applications.

What is an EIN (Employer Identification Number)?

300

Documentation frequently requested to verify workers' compensation or general liability coverage.

What is a Certificate of Insurance?

300

When multiple licenses need the same update, InSys allows this process to update all selected licenses at once.

What is Batch Edit?

400

License typically required before construction work can begin on a building project.

What is a Building Permit?

400

Licenses issued by agencies such as the FDA, ATF, or FAA come from this level of government.

What is the Federal government?

400

The physical location where business activities occur.

What is the Business Address?

400

The process of bringing an expired license back into good standing.

What is Reinstatement?

400

This tab is used to store usernames, passwords, security questions, and online filing credentials for a license.

What is the LoginInfo tab?

500

State-issued authorization allowing regulated occupations such as cosmetologists or contractors to operate.

What is a Professional License?

500

A company may require licenses from city, county, state, and this additional category when operating internationally.

What is a Foreign Country or International jurisdiction?

500

Individual designated to receive legal and government notices on behalf of a company.

What is a Registered Agent?

500

A business's condition when all filings, fees, and requirements are current.

What is Good Standing?

500

A filer receives an approval from the jurisdiction. Two important fields that should be updated are the filing approval date and this identifier that is assigned by the agency.

What is the License Number?