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SettingUpYourFirstCompanyinValix

Objective

Configure your property management company profile — including legal entity name, management fee percentage, and contact information — so Valix can generate accurate owner statements, 1099s, and billing invoices.

Prerequisites

  • •You must be signed in as a Manager or Admin
  • •Your account onboarding must be complete (password set)
  • •Have your company's legal name, EIN/Tax ID, address, and default management fee percentage ready

Step-by-Step Instructions

  1. 1

    After your first login, Valix may automatically redirect you to the Onboarding Wizard. If not, navigate to Settings from the left sidebar.

  2. 2

    > [Screenshot: Show the Settings page with the company profile section highlighted]

  3. 3

    In the Company Profile section, fill in the following fields:

  4. 4

    Complete all company details:

    • —Company Name: Your legal entity name (e.g., "Stellar Property Management LLC").
    • —EIN / Tax ID: Required for 1099 generation. Enter your 9-digit federal EIN.
    • —Address, City, State, Zip: Your business mailing address.
    • —Phone: Primary business phone number.
    • —Default Management Fee (%): The percentage charged on collected rent (e.g., 8.0 = 8%). This applies to all new properties unless overridden at the property level.
  5. 5

    > [Screenshot: Show the company profile form with all fields filled in]

  6. 6

    Click Save to update your company profile.

  7. 7

    Your Organization ID (e.g., ORG-100001) is displayed on the Settings → Subscription page. Use this ID when contacting Valix support or referencing your account on invoices.

  8. 8

    > [Screenshot: Show the subscription page with the Organization ID card highlighted]

Troubleshooting Tips

Pro Tip:Set a conservative default management fee (e.g., 8%) during onboarding. You can override it per-property later from the property's Edit modal.
Note:The EIN/Tax ID is used to populate the 'Payer' section on 1099-NEC forms. If you manage properties under multiple LLCs, you'll need separate Valix company accounts for each legal entity.
Note:Your Organization ID (ORG-XXXXXX) is permanently assigned and cannot be changed. It appears on all Stripe invoices and support tickets.

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