Complete Your Toast Business Setup Tasks

In this Article:

• Activate Your Toast Web Account
• Your Setup Guide
• The Business Setup Tasks
  • Add FEIN (Tax ID Number)
  • Add Business Information
  • Identify Business Owners
  • Connect Bank Account
• Frequently Asked Questions
  • What's next after these steps?
  • The activation email went to an email I don't prefer to use as my main account login. Can I change it?
  • I can't find my activation email. Can it be re-sent?
  • The new location isn't showing under my "switch restaurants" drop-down. How can I gain access?
  • I see an error about my mapbox returning an approximate address, or similar errors. What should I do?
• Additional Resources

Activate Your Toast Web Account

The first step to completing your Toast business setup tasks is to activate your Toast Web account. 

If you're a new customer to Toast, you'll receive an invitation via email with the subject "Activate your Toast Account" to the email address you provided on your agreement. This invitation email contains a single-use link to create and set up your Toast Web account. If you're unsure what email address you provided, please reference your agreement or chat with Customer Support.

If you're a current customer with Toast, the new location will be added to your Toast Web account automatically. The only login with access to this new location will be the one associated with the email address you provided on your Toast agreement. If you're unsure what email address you provided, please reference your agreement or contact your Toast Sales Rep to have the email verified. 

Once you have access to your new Toast Restaurant account, you can begin the business setup tasks. 

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Your Setup Guide

Upon logging in to your Toast Account for the first time, you will find a pop-up message welcoming you to Toast and introducing your Setup Guide. You can select Show me for a guided tour of your guide. You can also select the X button, located in the message's top right corner. Doing so will close the message and allow you to proceed unguided. 
 

Your Setup Guide is tailored to your Toast Ecosystem and the products you've chosen to implement. Begin at the top of your checklist and work your way down to implement Toast in our suggested order.
 

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The Business Setup Tasks

Now that you have access to your new Toast restaurant account, you're ready to complete your business setup tasks. For these tasks, you must have the following pieces of information on hand:
 

• Company FEIN (IRS form CP-575)
• Ownership information, including SSN and ownership percentage
• Business checking bank account information

To begin completing the business setup tasks, log in to Toast Web and navigate to the Setup Checklist on the top right-hand corner of the screen.

The checklist will look like this:
 

Note: Once you add your business FEIN, the other business setup tasks will be unlocked. 

Select Business setup to get started with completing the following tasks:
 

• Add FEIN (Tax ID number)
• Add business information
• Identify business owners
• Link bank account

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Add FEIN (Tax ID Number)

The first task you'll need to complete while finishing your Toast account setup is inputting your Federal Employee Identification Number (FEIN). This information is available on form CP-575 issued by the IRS. If you are unsure of your FEIN, please contact the IRS to obtain a new copy (external link). If your FEIN is already associated with Toast through another location, this information will automatically populate.

The pieces of information requested on this task are:
 

• Business legal name
• Federal Employer ID Number (FEIN)

Enter your information and select Continue. The data will verify in real time with the IRS

If the data is verified, please move on to the next task. If the data is not verified, please try again. 

If the verification is still failing after attempting to verify your FEIN data two times, please select the "Click here to let us know" link on the Something isn't adding up pop-up. This will request a manual review by our internal team. 

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Add Business Information

Once the FEIN task is completed and verified, all the other business setup tasks will unlock and you'll be able to input your business information.

The pieces of information requested on this task are:
 

• Type of business
• Date business commenced
• Business address

Once you've input all of this information, this task will be marked as complete. 

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Identify Business Owners

The next step is the business ownership task. Toast is required to collect and confirm ownership information and SSN in accordance with FinCEN (external link) law. If your FEIN is already associated with another Toast location, then your owner information will auto-populate.

The pieces of information requested on this task are:
 

• Ownership info & percentage of ownership (greater than 25% for up to two owners, or the information of an elected company officer)
• SSN of owner(s) or elected company officer

When this information is provided, it will automatically verify upon submission and the task will be marked as complete if it's valid. If the information is not verified, please attempt to enter the information again. There are a few reasons why the Toast information might not be matching what the government has on file. 
 

• Be sure to enter the ownership full legal name, no nicknames.
• If you've changed your name, please enter the information provided on your social security card.

If the information is unable to be verified after the second attempt, please select the "Click here to let us know" link on the Something isn't matching up pop-up to request a manual review of the information from the Toast team.  If you do not have an SSN, then select "Click here to let us know" to go through a manual review. 

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Connect Bank Account

To connect your bank account, select the Link bank account task on the checklist. Toast is only able to accept valid business checking accounts; no personal or savings accounts will be accepted. We recommend selecting our recommended option to use Plaid to connect. Plaid makes linking your bank account easy, acting as a secure intermediary between your bank account and Toast. When you provide your bank login credentials to Plaid, they will securely encrypt your data and provide Toast with only the necessary information.

Check out this video walkthrough for how to connect via Plaid when connecting your bank account in Toast Now. Note: Some customers may have a workflow that starts at 0:06, where the Now, let's link a business checking account page appears first.

Linking your business checking account in Toast Now

If you choose a different option, you'll be asked to add the following information manually:

• Routing number
• Account number
• Bank name 
• If needed: image of a voided check or bank letter

If you're able to add your bank successfully, you will see it as verified in the portal. If Toast is unable to automatically verify your bank account, you'll have the option to upload an image of a voided check so that Toast can complete a manual verification. Learn more in the Manual Verification Requirements or Troubleshooting sections of this Support Center article for details: Update or Add a New Bank Account in Toast Web.

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Frequently Asked Questions

What's next after these steps?

If you're also a new Toast Payroll customer, your next steps will involve setting up your Toast Payroll account. If you won't be using Toast Payroll, you'll skip ahead to the outage preparedness steps.

The activation email went to an email I don't prefer to use as my main account login. Can I change it?

Yes. If you have access to the email where the activation email was sent, please use that email address to follow the regular activation process described above in order to access your account. Once your account is activated, follow these steps to change your email address for your account login:

1. Navigate to Employees > Employee management > Employees.
2. Select + Add New Employee
3. In the window that appears on the right-hand side of the screen, toggle the Invite to create account option to Yes.
   
   
   
   
4. Complete the rest of the information and select Add. This will send this user an email invitation to Toast Web, where they can complete the business setup tasks. 

I can't find my activation email. Can it be re-sent?

Yes. Please chat with Customer Support for assistance. Start a live chat here with our Customer Support team. Chat is available in Toast Web and Payroll Web (blue support button in bottom right of every page) and the Support tab in the Toast Now app.

For more information on how to contact support view "How to Contact Customer Support" or go to support.toasttab.com.

The new location isn't showing under my "switch restaurants" drop-down. How can I gain access?

If you're an existing customer and have added a new location to Toast, please confirm that you're attempting to access the new location using the email address provided on your Toast agreement. This email address will be the only login with access to the new location until further restaurant access is granted to other employees or owners. If you'd like to learn how to grant employee access to the new location, check out this Support Center article, Assign User Access Permissions.

I see an error about my mapbox returning an approximate address, or similar errors. What should I do?

Additional Resources

Do you prefer printing out a checklist? Check out the PDF here or select the image below. 
 

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