Jesseca Lane
Brand & Marketing
Connor Patterson
Co-Founder
Evan Shoemaker
Head of Product

If you're a business owner or part of a business that needs to file a Business Ownership Information Report (BOIR), you’ll be happy to know that Palm offers a streamlined way to e-file this report. Whether you're filing for the first time or need to update your existing information, Palm makes the process simple and efficient. Here's a quick guide on how to e-file your BOIR with Palm.

Step-by-Step Guide to E-Filing Your BOIR on GetPalm.com

1. Create an Account or Log In

  • Visit getpalm.com.
  • If you’re a new user, create an account by providing your basic business information and contact details.
  • If you already have an account, simply log in with your credentials.

2. Complete the BOIR Form

  • The platform will guide you through a series of questions designed to capture all necessary ownership information for your business.
  • Be prepared to provide:
    • Names and contact information of the owners
    • Percentage of ownership for each individual or entity
    • Any relevant documents or identification numbers, such as your EIN (Employer Identification Number).

3. Review and Confirm

  • Once all required fields are filled in, GetPalm will give you a chance to review the information you’ve entered.
  • Make sure everything is correct—any errors could result in delays or complications with your filing.

4. Done!

  • After submission, our team will manually review to make sure there aren't any errors and submit on your behalf.

Why Choose Palm?

  • Easy to Use: Palm simplifies the e-filing process with an intuitive interface, ensuring that even those with little technical experience can complete the task without hassle.
  • Secure: Your data is encrypted and safely stored, adhering to all industry standards for privacy and security.
  • Fast: E-filing through Palm is quick, reducing the time it takes to get your BOIR submitted and accepted.
  • Support: Palm offers customer support in case you run into any issues, making sure you're never left in the dark.

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