Set up legal entity

1. Click on the "Setup" tab at the top of the page.
2. Click on the "Admin" tab underneath.
3. Click on the "Legal Entity Setup" button on the upper right side of the page.

Enter the following:

• Legal entity name
• Country

Please note: Hints are provided on the right of your Coupa screen. Some countries will require extra information to be entered after clicking "Continue."

You will be redirected to a page where you can add your information.

Fill in all required fields marked with a red asterisk.

The "Use this address for Remit-To info" and "Use this for Ship From address info" boxes are checked (default). Uncheck to use a different address.

If you do not have the tax identification number Coupa requires, click "I don't have a Tax ID Number."

Click "Save & Continue."

This information is populated from Step 3 if "Use this address for Remit-To info" was checked; otherwise, provide the information here.

Confirm the payment method in the dropdown is correct (the default is set to "Address"). Confirm the remit-to address or fill in the relevant information. Click "Save & Continue" after confirming all required items are filled in correctly.

Double-check the remit-to information is correct. If additional locations need to be added, click "Add Remit-To." Then click next.

If "Use this for Ship From address info" was checked, the information from Step 3 is populated. If needed, click "Add Ship From" and fill in the required information. Review and click "Done."