Hi There! Please fill out this onboarding form so we can get started on your S-Corp election. Business BasicsLegal Name of Business DBA (if applicable) Date LLC or Corp. was Formed MM DD YYYY State(s) Your Business Was Formed In EIN Description of Your BusinessDate You Want S-Corp Election to Take EffectUsually either the first of the year, the first of next year, or the date you formed your business (if it was this year) MM DD YYYY Business Address Street Address City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Are Your Company's Books/Records Kept at a Different Address? No Yes Books/Records Address Street Address City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Do You Want Your Business Mail Sent to a Different Address? No Yes Mailing Address Street Address City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Business PhoneBusiness Email Business Website Ownership InfoDoes Your Business Have More Than One Owner? No, Just Me Yes Legal Name First Last Address Street Address City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Date of Birth MM DD YYYY Email PhoneMultiple Shareholders/PartnersEvery field must be completed. The ownership percentages must add up to 100%.Legal NameAddressDOBEmailPhoneOwnership % OperationsCurrent Accounting SoftwareXeroQuickBooks OnlineWaveNothing/Something ElseInvite [email protected] as an advisor with permission to manage users I have completed this Invite [email protected] as an accountant I have completed this What are you using? Payroll InfoAre you currently processing payroll?Not, are you paying contractors but are you registered with the state and running payroll, withholding taxes, paying unemployment, etc. Yes No State ID Number for Withholding State ID Number for Unemployment State(s) you have employees located Do you have a current payroll provider? Yes No Who is your current payroll provider?GustoADPPaychexQuickBooksSomething elseAdd [email protected] as accountant I have completed this Payroll Website Are you manually processing payroll yourself? Yes No EmailThis field is for validation purposes and should be left unchanged.
