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What documents do we need for a new S-corp client?
For a new S-corp client, please collect the following documents:
- Completed Engagement Letter
- Form SS-4 (EIN Confirmation)
- Articles of Incorporation
- Corporate Bylaws or Operating Agreement
- Shareholder Information (name, address, % ownership)
- Prior Year Tax Returns (if applicable)
- Bank Account Information
- Sales Tax / State ID (if applicable)
Let me know if you'd like a client intake checklist.
Sources
PDFS-Corp Client Intake
Checklist.pdf WEngagement Letter
Template.docx SNew Client FAQ
S-Corp.xlsx
View all sources (3)
Checklist.pdf WEngagement Letter
Template.docx SNew Client FAQ
S-Corp.xlsx
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