2553 | [[Contact Name]]
LLC Set Up, Closure or Conversion | [[Contact Name]]
BOI | [[Contact Name]]
Once a new job is secured an opportunity will be created and moved to “One-Offs” stage Smart list where then the client manager will receive a task to create the 2553.
- Collecting info needed to fill out 2553: The client manager will look on Sunbiz/Appropriate state website to get as much information as possible
- You will need to request more info from client that isn't in Sunbiz such as: Owner/Partner(s) SSN, Address, email and phone number
- Retrieving the Form: Go to Google and type 2553 IRS form: Bookmark the tab
- Fill out the form (View Loom)
- Move the form to Google Drive->Shared-Flow->Tax Prep->2553-> 2553 Unsigned. Use the 2553 email template confirming our completion and letting the client know they need to sign and fax it to the IRS, then check for acceptance or denial.
- Mark the task complete
- Move client opportunity to “Done”
A-Z
Once a new job is secured the CAM will create an opportunity, name it and move to “One-Offs” stage:
- Send the client, the BIS from Canopy
- Download all document you can find on the state corporate website by researching the name
- Follow the State Process
- Once the forms are submitted, download and upload them to Canopy
- The CAM will create a task to check the state website weekly for acceptance of the forms
- If the form is rejected, then correct the errors and resubmit
- Once accepted, Download the stamped and accepted forms and upload them to Canopy
- Once the application is accepted, apply for the EIN from the IRS.gov, download the letter and upload it to Canopy
- Fillout the BOI report at fincen.gov print a copy and upload it to Canopy
- Inform the client of the completion of their LLC project and include the link to their Canopy Portal where they can find the article of incorporation and the EIN letter
- Move the project to “Done”
A-Z
!!!!!!