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Frequently asked questions about payment applications under review

When you apply to accept digital payments through Autobooks, we will receive much of the information we need to process your request from your online banking provider. 

Sometimes, we may ask for a little more info. This helps us build a complete picture of your business so we can review your request.

The more complete your details are, the better your chances of being approved to accept payments.


Here are a few definitions for some of the items we typically request:


What is an SS4? - This is a form the IRS gives you when you apply for an EIN (Employer Identification Number). If you’re a sole proprietor (even if you have a “Doing Business As” name) and don’t have employees, you don’t need an EIN — your Social Security Number can be used instead.
Here is an article from the IRS about your SS4 form. 

What is a 501(c)3? - If you’re running a nonprofit, this form proves that your organization is officially tax‑exempt.

What is a DBA? - A DBA (Doing Business As) filing is required in order to operate under any business name other than your true or legal business name. A DBA can be called different things depending on the state and county you do business in. You may find it labeled as an "Assumed Name Certificate" or "Fictitious Name Filing" as well.
If you don't have a copy on hand, you should be able to request one from your Secretary Of State website to find out how.

What is an SOS filing? - When you officially register your business with the state, you get a Secretary of State Filing document. The name of the document changes depending on your business type, for example:

  • LLC: Articles of Organization

  • Corporation: Articles of Incorporation

Most businesses are required to have an SOS filing except for sole proprietorships and partnerships, although this can vary by state for unincorporated nonprofit organizations and government agencies. Most states allow you to look up your filing on the Secretary of State website. 

Why do you need my personal information? - As a part of our standard due diligence, we might ask for your Social Security Number, home address, and/or date of birth. This is just to confirm the identity of the main business owner or account administrator - a normal part of the process. Your information is safe, protected, and only used for this purpose.