Understanding the Incorporation process
|
|
- Barnard Carter
- 5 years ago
- Views:
Transcription
1 Understanding the Incorporation process Q: Can a Foreign Nationality Entrepreneur who is not a US Citizen or a Non US Resident be a shareholder of a US Corporation? A: Yes. U.S. laws allow a foreign nationality individual to incorporate a business in the US. You can be open your US business and be a sole shareholder of a LLC or Corporation. Q: Can a Foreign Company (Corporation) be a sole shareholder of a US Corporation or Limited Liability Company (LLC)? A: Yes. A Foreign Company can hold 100% of the shares of a US Corporation and/or a US Limited Liability Company (LLC). The US Entity will be a subsidiary of the Foreign Corporation. Q: What should I consider when choosing the type of entity in the US? A: U.S. and States laws offer several types of business entities for a Foreign Nationality Entrepreneur. When choosing your US Entity you should consider the following issues: 1) Ownership Structure (Who are the shareholders? Individuals or Corporations? U.S. Residents or Foreign Nationality? 2) Tax Planning (what type of entity will provide you with the most tax advantages in the U.S. and in your own country? 3) Business Purpose (what will be the nature of your U.S. Business activity Online Trading, Real Estate, Retail, Manufacturing, Consulting, R&D, Wholesale, Marketing. 4) Future plans for fund raising and/or adding new shareholders. Do you plan to raise capital by going public? Will you have more shareholders in the future (U.S. Residents and/or Foreign Nationality). 1
2 Q: What are my options as a Non-US-Resident when it comes to Entity Types? A: Non-US-Resident has the following options to setup a US Entity: 1. C. Corporation, known as Sample Company Name, INC. 2. Limited Liability Company, known as Sample Company Name, LLC. NOTE: There is another type of Corporation available in the US (S. Corporation). However, shareholders of S. Corporation must be us-residents. Q: What are the similarities between Corporation and Limited Liability Company? A: Corporation & LLC both have mutual advantages: 1. Separate Entity (from its shareholders) incorporate under State Laws. 2. Provide limited liability to its shareholders. The entity is liable not the shareholders. 3. Owners of the entity can be individuals or corporation even if they are non-us-residents. 4. There is no limit on the number of owners / shareholders. Allow the entity to "go public" or add unlimited number of shareholders. 5. Allow different classes of shares holders or ownership (preferred, common, etc') 6. Can be a U.S. Employer Q: What are the differences between Corporation and Limited Liability Company? A: One major difference between Corp & LLC is the Tax Treatment of the entity's profit and the way each entity reports its taxes to the tax authorities. Corporation is a "Separate Entity" in terms of liability and taxes. Profits of C. Corporation are subject to Corporate Tax Rate (Federal & State Level) and the corporation is liable for its own taxes. Dividends are subject to "dividend tax rates". Limited Liability Company is a separate entity in terms of liability BUT in the eyes of the tax authorities it is a "pass-through tax entity". Profits of an LLC are not subject to Corporate Tax Return at the LLC level. They are added to the owner's taxable income. If the owner is an Individual, the LLC's profits are subject to Individual Tax Rates and if the owner is a Corporation, profits will be subject to Corporate Tax Rates. For example: Limited Liability Company - LLC (Individual Owner) Annual Profit: $100,000 Individual Tax Rate: 26% Income Tax: $26,000 Net Profit: $74,000 C. Corporation (Individual Owner) Annual Profit: $100,000 Corporate Tax Rate: 34% Income Tax: $34,000 Net Profit: $66,000 2
3 Dividend: $66,000 Dividend Tax Rate: 15% Dividend Tax: $9,900 Owners net cash flow: $74,000 Effective Tax Rate: 26% Owners net cash flow: $56,100 Effective Tax Rate: 43.90% Tax reports: C. Corporation must report income, expenses and profit as a separate entity using Form 1120 (Corporate Tax Return). LLC must report to its members (owners) their share in the LLC's profit using Form K1. Each member will add his/her share to his/her taxable income. Individual Member will file Individual Tax Return (Form 1040), Corporation Member will file Corporate tax Return. Q: How do I choose the best option for my situation (Corporation or LLC)? A: As you see there are many considerations in choosing type of U.S. Business Entity. We strongly recommend consulting with our experts to achieve the best tax and business advantages to your individual circumstances. Q: Where do I incorporate my U.S. Business? Is it important in which State? A: United States Is a Federation. There are fifty states and one district (District of Columbia). When you incorporate a US Entity (LLC or C. Corp), you have to incorporate your business under state law - state of incorporation. Q: How do I know in which state I need to incorporate? A: There is a basic rule in choosing your state of incorporation "physical presence" or "nexus". Under State Law, if you have a physical presence in the State, you have to incorporate under it. The meaning of "Physical Presence" or "Nexus" is usually if you are going to have an office, showroom, manufacturing or retail facility, employ workers, deliver or install products. Q: Our Company is doing business using our website (online sales). We don't need office and we don't need to employ in the US. Where should we incorporate? A: If you don't have a "nexus" in any state, you are free to choose to incorporate in any state. Incorporating your business in Delaware State will provide you with a lot of tax, legal and financial advantages. 3
4 Q: What are the requirements for a non-us-resident to incorporate in Delaware? A: In order to Incorporate in Delaware (or in any other state) you should follow these steps: 1. Fill out our Incorporation Application Form at: Incorporate Now 2. You should have available: Copy of your passport (with photo ID and a proof of address in your country) 3. You need to provide us two name suggestions for your US entity. We will verify with the State that the name is available. 4. There is no amount of Share Capital required by the state. Q: What happens after you receive my Incorporation Application Form? A: Our Processing Department reviews your application and gives an initial approval. Your application now goes to our Incorporation Team to proceed with the Incorporation Process. At this point you will receive your Incorporation invoice and a Credit Card Authorization form to fill out, sign and forward back to us. After processing your payment we will you a confirmation and continue with the process. Q: What are the Incorporation Steps? A: Here are the steps included in the Incorporation Process: 1. Name Check: We run a name check with the State. If the name you requested is available we will move forward with the incorporation. If the name is unavailable we will ask you to provide a new name suggestion. 2. File your Incorporation Application with the State: We prepare your incorporation application to the State. One of the major documents every state requires to include in the application is Article of incorporation (if you setup a Corporation) or Article of organization (if you setup an LLC). As part of the process we will prepare the Articles and make sure they are complied with State Laws & Regulations. 3. Resident Agent: We engage a Resident Agent for your entity, which is a business or individual designated to receive service of process (SOP) when a business entity is a party in a legal action such as a lawsuit or summons. The registered agent's address may also be where the state will send the paperwork for the yearly renewal of the business entity's charter. 4. Tax ID Number: We retrieve from The Internal Revenue Service (IRS) an Employer Identification Number (EIN), which known also as Tax ID Number. The EIN is a statutory requirement if you need to conduct business in the US, Open a Bank Account, File Tax Return, Apply for Credit or Employ workers. 5. Business Address: Your entity will be assigned a Business Address in the State of Incorporation. The business address will be used to receive mail items and forward to you anywhere in the world. You may also 4
5 use the business address on your letterheads, official corporate correspondence and legal documents. 6. Corporate Kit: We prepare a Corporate Kit for your US Entity which includes necessary documents: Certificate of Incorporation / organization, State Filling Proof, Share-Holders Agreement / Member-Ship Agreement, Share Certificates / Member Certificates (Proof of ownership) and Shares Registered Log. Q: How long it takes to complete the Incorporation Process? A: We prepare and file your incorporation application within 24 hours upon receipt of your payment. Most States will take hours to process and approve the application. It will take another hours to retrieve your EIN and prepare the Incorporation Kit. Q: Are there annual fees to keep my corporation in good standing? A: Every State requires to maintain the corporation or limited liability company by paying annual fees. The annual fees vary from $50 to $800 depending on the State of Incorporation. We will notify you on the due date and assist you with the proper filling and payment of the annual fees to keep your entity in good standing. Q: Do I need to file an annual Tax Return? A: Yes, Every entity required to file an annual tax return to the IRS and the State which it is doing business in. Some States also require Franchise Tax Return. Our Tax Specialists will assist you with preparing and filing the required tax return. Q: Can my Corporation / LLC employ workers in the US? A: Yes. Every US Entity can be an employer. You will have to register the entity in the State of Employment as an Employer and make the proper Payroll Arrangements. Our Payroll Department will assist you in registering your entity as an Employer and make the necessary payroll arrangements to allow you employ workers in the US. Q: What do I do, if I have questions about taxes, accounting and business transactions related to my US Corporation / LLC? 5
6 6 A: Our CPAs are ready to assist you with any questions you might have. Login to our website and click on CPA Consultation service.
PPL s Payroll Service- MA DDS Autism Waiver Program
Public Partnerships, LLC (PPL) Agency Payroll Department One Cabot rd. STE 102 Medford, MA 02155 Phone 1-866-315-3740 Admin Fax 1-866-578-0533 TS Fax 1-866-578-0536 STEP ONE - SETTING UP AN EMPLOYER ACCOUNT
More informationACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger
ACS YEAR-END FREQUENTLY ASKED QUESTIONS This document includes answers to frequently asked questions about the following ACS modules: General Ledger Payroll Accounts Payable Accounts Receivable General
More informationSUPPLEMENTAL FORMS TO THE OPERATIONS MANUAL
SUPPLEMENTAL FORMS TO THE OPERATIONS MANUAL UPDATED 2017 Last Update 03/14/2017 1 TABLE OF CONTENTS SECTION 1: Setting up your business (church). 3-4 SECTION 2: Online Access for Churches and Ministers...
More informationS-Corporation: EIN Name Date Incorporated Date of S-Election Address: Mailing Address Suite # City State Zip Code
S-Corporation: EIN Name Date Incorporated Date of S-Election Address: Mailing Address Suite # City State Zip Code Contact Name: Email: Contact Phones: (Office) (Home) (Mobile) Contact Mailing Address Suite
More informationForeign National Tax Responsibilities
1 Cali California State University, Sacramento Foreign National Tax Responsibilities 2 What is FNIS? Foreign National Information System (FNIS) is a web-based, data-entry software application used to analyze
More informationTRUCKING ACCOUNTING and TAX SERVICES
TRUCKING ACCOUNTING and TAX SERVICES WE KNOW TRUCKING AND WE RE HERE TO HELP! Turn to the Accounting Professionals who KNOW trucking and specialize in independent contractors and owner/operators. Join
More informationHeavy Highway Vehicle Use Tax Return For the period July 1, 2017, through June 30, 2018
Form 2290 (Rev. July 2017) Department of the Treasury Internal Revenue Service (99) Name Heavy Highway Vehicle Use Tax Return Keep a copy of this return for your records. Attach both copies of Schedule
More informationBMA Payroll is designed to help you with payroll every step of the way.
Payroll 101: An Introduction to Payroll and Taxes As a new employer, you probably have questions about what it means to "do payroll." This document will provide you with an introduction to payroll processing
More informationCompletion of the Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information
2014-2015 Completion of the Data Retrieval Process (DRT) & Tax Return Transcript (TRT) Information You may use the IRS Data Retrieval Tool if: You have completed and filed a 2013 Federal Tax Return You
More informationCLIENT START-UP CHECKLIST
CLIENT START-UP CHECKLIST Adding clients to PayCycle is easy. The initial step is to organize all the necessary client information so it s ready to enter into PayCycle. Please note that you will need to
More informationWELCOME TO THE AETNA HEALTHFUND HEALTH SAVINGS ACCOUNT (HSA)
WELCOME TO THE AETNA HEALTHFUND HEALTH SAVINGS ACCOUNT (HSA) Welcome to the Aetna HealthFund Health Savings Account (HSA). We know how important your employees are to you, and we want to work with you
More informationVerification Worksheets Dependent Student-Tracking Group V5
2018-2019 Verification Worksheets Dependent Student-Tracking Group V5 Your 2018-2019 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says
More informationBirdville Independent School District Direct Deposit Pay Voucher Authorization to Stop Printing Direct Deposit Voucher
Birdville Independent School District Direct Deposit Pay Voucher Authorization to Stop Printing Direct Deposit Voucher BIRDVILLE ISD Payroll Department To stop regular distribution of the paper direct
More informationMay PTA President and Treasurer,
May 2013 PTA President and Treasurer, Please read this entire notice. It includes pertinent information on tax laws that if overlooked may result in IRS fines. Even seasoned officers should take the time
More informationGM Financial Right Notes Help
GM Financial Right Notes Help What are Right Notes? The GM Financial Right Notes SM program is a direct investment in demand notes issued by General Motors Financial Company, Inc. Right Notes pay a variable
More informationSmall Business Micro-Loan Application
1 Small Business Micro-Loan Application Thank you for contacting (PAEDC) for a Small Business Micro-Loan! The basic steps in applying for the Micro-Loan are: - Send your completed Micro-Loan Application
More informationAttestation Packet Instructions and Reference
Attestation Packet Instructions and Reference Steps to Complete the Attestation Packet 1. The Principal (you) will print out all pages of this Packet (6 pages total, including these instructions). 2. The
More informationDEPENDENT AGGREGATE VERIFICATION FORM
Office of Financial Aid 2017-2018 DEPENDENT AGGREGATE VERIFICATION FORM Your 2017-2018 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law
More informationHow To Select The Best Entity For Your Business. By Juliet Kong, Enrolled Agent Maui County Business Resource Center, August 21st, 2018
How To Select The Best Entity For Your Business By Juliet Kong, Enrolled Agent Maui County Business Resource Center, August 21st, 2018 TODAY S WORKSHOP WILL COVER: The 5 Things to Consider When Selecting
More information4-H CLUB TREASURER S RECORD BOOK
4-H CLUB TREASURER S RECORD BOOK Name of Club: County: Year: Officers: President: Vice President: Secretary: Treasurer: Other: 4-H TREASURER Congratulations on your new responsibility as 4-H treasurer.
More informationINDEPENDENT AGGREGATE VERIFICATION FORM
Office of Financial Aid 2017-2018 INDEPENDENT AGGREGATE VERIFICATION FORM Your 2017-2018 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law
More informationFAQ. Q: Where can I find my account number? A: You can find your account number on a recent paper bill.
FAQ Q: Do I need any special hardware or software to sign up for this E-Bill Express payment service? A: No special hardware or software is required to use this service. You will only need Web access and
More informationPLP PENSION LIQUIDITY PLAN. Presented by GET FURTHER DETAILS
PLP PENSION LIQUIDITY PLAN Presented by 1 GET FURTHER DETAILS Requirements Source of Funds that can be used: 401(a): Pension, Profit Sharing, ESOPS 401(k) Retirement Plan 403(b) Teachers Annuities 457
More informationStarting a Business in the US as a Foreigner
Starting a Business in the US as a Foreigner What You Need to Know! Romy B. Jurado, Esq., Attorney Jurado & Farshchian, P.L. - 12955 Biscayne Blvd., Suite 328, North Miami, FL 33181 T: (305) 921-0440 F:
More informationFrequently Asked Questions
Screening for Duplicate Social S e c u rit y Number THIS IS NOT AN EXTERNAL CREDIT BACKGROUND CHECK, NOR SHOULD IT BE COMMUNICATED AS SUCH TO THE REPRESENTATIVE. 1. What is identity validation?... 3 2.
More informationWhy does UC Berkeley Extension Need My Individual Taxpayer Identification or Social Security Number (ITIN/SSN)? Frequently Asked Questions
Why does UC Berkeley Extension Need My Individual Taxpayer Identification or Social Security Number (ITIN/SSN)? Frequently Asked Questions Due to the volume of anticipated inquiries related to the University
More informationShipsurance Setup. Alternate Insurance Setup. Companies and rate groups
TechNote #113. Rev.11.07.2016 Shipsurance rates are included and maintained in PostalMate. Once the basic setup is complete, your alternate insurance activity will be uploaded daily to Shipsurance when
More informationForms of Corporate Structure i
Forms of Corporate Structure i One of the first decisions that you will have to make as a business owner is how the company should be structured. Krishnan Company, P.C., CPA, can help you select the form
More informationSOLO(CB) RETIREMENT PLAN SPECIALISTS
SOLO(CB) RETIREMENT PLAN SPECIALISTS A Cash Balance Plan for the Self-Employed WHAT IS A SOLO(CB)? A Solo(cb) plan (a one-participant cash balance plan) is a cash balance defined benefit plan created specifically
More informationInformation for PTAs Filing Taxes for Income of $50,000 or Less For Fiscal Year July 1, June 30, 2018
Information for PTAs Filing Taxes for Income of $50,000 or Less For Fiscal Year July 1, 2017 - June 30, 2018 Dear Treasurers, Presidents, and other officers too, The IRS DOES NOT allow for any extensions
More informationChapter Tax Filing Requirements
Chapter Tax Filing Requirements Purpose of Document Provide guidance to chapter officers regarding requirement for yearly tax filling to maintain nonprofit status. Provide guidance regarding Senior Chapter
More informationPayment Portal Registration Quick Guide
Payment Portal Registration Quick Guide Paying your rent is fast and easy with Invitation Homes online portal! Step 1: To register online and create your account, visit www.. Hover over the Current Residents
More informationRetirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE
Retirement Manager DISBURSEMENT ELIGIBILITY CERTIFICATE EMPLOYEE GUIDE RETIREMENT MANAGER LOGIN The Retirement Manager Login page is located at: https://www.myretirementmanager.com/. Enter your ID and
More informationFREQUENTLY ASKED QUESTIONS - U.S. SALES TAX FOR FOREIGN PUBLISHERS
FREQUENTLY ASKED QUESTIONS - U.S. SALES TAX FOR FOREIGN PUBLISHERS Who is considered a Foreign Publisher? You are considered a foreign (non-u.s.) publisher if your country of domicile/residence is not
More information2. For Private Entrepreneurs, Individuals Assigned TIN under Armenian Legislation and Notaries
List of Documents Required for Opening Bank Account, Making a Deposit, Receiving a Card or Renting a Safe Deposit Box in Ameriabank CJSC (hereinafter Bank ) 1 1. For Individuals Identity document (ID)
More informationUnderstanding Tax Codes in Simply Accounting
Understanding Tax Codes in Simply Accounting www.prismbusinesstraining.com Understanding the Taxes and Tax Codes The tax code settings in Simply Accounting are found in the Setup menu on Simply s home
More informationViewing and Updating W-4 Information in Drexel One
Please Note: These instructions are intended to provide employees with basic information required to access and update W-4 federal tax withholding setup. The screen shots are provided for general reference
More informationPresented by: Update On Your 403b Offering
Presented by: Update On Your 403b Offering Today s Agenda About 403b Consultants LLC History and the Future of the 403b Plan Documents Retention and Review Contribution Monitoring Participant Education
More informationSmall Business Success Podcast: BUSINESS INCORPORATION
Small Business Success Podcast: BUSINESS INCORPORATION The SCORE Small Business Success Podcast features interviews with the best and brightest in the world of small business, covering topics such as business
More informationHSA Administrative Guide For Small Group Employers
Table of Contents 1.0...Anthem s Lumenos HSA Enrollment Guidelines 1.1...Submitting Enrollment Forms to Anthem 2.0...HSA Establishment Processing 3.0...Account Effective Dates 4.0...Activating a Lumenos
More informationWest Virginia Personal Options Intellectual/Developmental Disabilities Waiver Program Goods and Services Packet
Goods and Services Packet This packet will assist you in requesting approval and payment for Participant Directed Goods and Services (PDGS). Your Resource Consultant may assist you with the necessary steps
More informationStudent s Last Name Student s First Name Student s M.I. Student s IRSC ID Number. City State Zip Code Student s Address
2017 2018 V5 Verification Worksheet Dependent Student THIS DOCUMENT CANNOT BE FAXED OR EMAILED Your 2017 2018 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called
More informationHow to Form an LLC in Florida
How to Form an LLC in Florida llcuniversity.com/florida-llc Matt Horwitz Florida LLC Costs: Florida LLC filing fee: $125 (one-time) Florida LLC annual report fee: $138.75 (per year) Need to save time?
More information457 Deferred Compensation Plan Employee Enrollment Form Page 1 of 4
IMPORTANT NOTICE: Before you begin to fill out this form, please remove it from the enrollment book. Carefully tear perforation along the left edge, keeping the parts together. NCR 457 Deferred Compensation
More informationSet Up and Generate Payroll Direct Deposits (Canada)
Set Up and Generate Payroll Direct Deposits (Canada) Direct deposits in Sage 300 CRE is a process by which you generate a text file to electronically submit to your bank(s) as well as print notifications
More informationThe Small Business Employment Tax Guide
The Small Business Employment Tax Guide Roanoke Regional Small Business Development Center 210 S. Jefferson Street, Roanoke, Virginia 24011 www.roanokesmallbusiness.org Roanoke Small Business Development
More informationSWITCH TO FIRST CENTURY BANK. It s not as hard as you think.
SWITCH TO FIRST CENTURY BANK It s not as hard as you think. (Page Left Blank Intentionally) Our Mission Our mission is clear, service the financial needs of the community and our customers. In doing this,
More informationForm 3921 Guide. December Form 3921 Guide December
Form 3921 Guide December 2017 Form 3921 Guide December 2016 1 Table of Contents I. Introduction to Form 3921... Page 3 IRC Section 6039 and Form 3921 History Who Must File What is Filed II. Form 3921 Requirements...
More informationOFFICE OF STANDING CHAPTER THIRTEEN TRUSTEE EASTERN DISTRICT OF TEXAS 110 N. COLLEGE AVENUE, SUITE 1200 TYLER, TEXAS 75702
OFFICE OF STANDING CHAPTER THIRTEEN TRUSTEE EASTERN DISTRICT OF TEXAS 110 N. COLLEGE AVENUE, SUITE 1200 TYLER, TEXAS 75702 John J. Talton Chapter 13 Trustee Lloyd Kraus Staff Attorney IN RE: Case No.
More informationShaping a Business Structure: - Public Limited. Brief about Public Limited Company :
Shaping a Business Structure: - Public Limited Brief about Public Limited Company : This is the bigger type of entities which are registered with Ministry of corporate affairs which are mainly characterized
More informationGuide to Reserving Your Cuba Trip. This trip is expected to sell out, so reservations are accepted on a first come first served basis.
Guide to Reserving Your Cuba Trip This trip is expected to sell out, so reservations are accepted on a first come first served basis. If you are registering online, go to page 3. If you are registering
More informationChurch Accounting Icon Systems Inc.
IconCMO Church Software by Icon Systems Inc. All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording,
More informationReceiving payments in the U.S. Angela Gwinn
Receiving payments in the U.S. Angela Gwinn Payroll Payroll Department is part of the Office of Human Resources. 720 University Place, 2 nd floor in Evanston Abbott Hall, 8 th floor in Chicago 1071532
More informationPART-TIME NEW-HIRE FREQUENTLY ASKED QUESTIONS
PART-TIME NEW-HIRE FREQUENTLY ASKED QUESTIONS Initially Setting up your Username and Password...2 Signing in to mycfcc...6 Signing in to Your CFCC Email...7 Signing in to WebAdvisor...8 Locating Your Monthly
More informationMarch Payment of Employee Withholding Tax. Brook Park Tax Connect ACH-Debit Payment System
March 2010 Payment of Employee Withholding Tax Brook Park Tax Connect ACH-Debit Payment System Thank you for using the Tax Connect ACH-Debit Payment System. For your convenience, this platform is available
More informationVerification Worksheet Dependent Student
2019-2020 Verification Worksheet Dependent Student Office Use Only (V5 Form) Rvd: Ckd: Your 2019 2020 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification.
More informationLLC, S-Corp, Small Business Worksheet
LLC, S-Corp, Small Business Worksheet As with all our forms, you may submit this information electronically using our secure online submit forms. Using this PDF as a work paper and submitting the information
More informationOddo Brothers CPAs Certified Public Accountants P.O. Box 68 Fayetteville, GA 30214
Oddo Brothers CPAs Certified Public Accountants P.O. Box 68 Fayetteville, GA 30214 Please print this organizer as your guide and return to us with your work..year-end CHECKLIST for your BUSINESS Using
More informationUpdating Self-Funded Retirement Plan - 403(b) Information in Employee Self Service (eserve)
When logging into Employee Self Service use the same User ID and Password used to log into other university systems such as email, VPN, SIS, etc. If you have difficulty logging into eserve, please contact
More informationSection 1 FAQs Section 2 Important Terms & Conditions Section 3 TurboTax Instructions Section 4 TurboTax Download for your Tax Professional
TurboTax Facts Section 1 FAQs Section 2 Important Terms & Conditions Section 3 TurboTax Instructions Section 4 TurboTax Download for your Tax Professional TurboTax Frequently Asked Questions If you have
More informationCALENDAR YEAR END INFORMATION/PROCESSING INSTRUCTIONS FOR YEAR ENDING 2018
Page 1 of 18 CALENDAR YEAR END INFORMATION/PROCESSING INSTRUCTIONS FOR YEAR ENDING 2018 W-2 & W-3 Processing Pages 1-9 1099 & 1096 Processing Pages 10-17 Priest Accountable Plan Page 18 W-2 and W-3 PREPARATION
More informationNONPROFIT TAX UPDATE: What the IRS is up to and more!
NONPROFIT TAX UPDATE: What the IRS is up to and more! MACPA Government and Nonprofit Conference April 26, 2013 R. Michael Sorrells, CPA BDO USA, LLP Page 1 Your Presenter Page 2 1 Tax Update Agenda IRS
More informationClaims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018
Claims Packaging Tool Servicer Support User Manual Version 1.0 Effective Date : 07/11/2018 Table of Contents Claims Packaging Tool (CPT) Overview...3 CPT Servicer Use... 3 Flow Chart and Timeline...4 Claims
More informationVerification Worksheet Dependent Student- Tracking Group V5
2014 2015 Verification Worksheet Dependent Student- Tracking Group V5 Your 2014 2015 Free Application for Federal Student Aid (FAFSA) was selected for review in a process called verification. The law says
More informationIRD number application - non-resident/offshore individual
IR742 August 2016 IRD number application - non-resident/offshore individual For full details go to www.ird.govt.nz (search keyword: offshore). Only use this form if you're a non-resident or offshore person.
More informationMake The Switch To Elliott Federal Credit Union. The Switch Kit from Elliott Federal Credit Union makes it easy to get the better service you deserve.
Make The Switch To Elliott Federal Credit Union The Switch Kit from Elliott Federal Credit Union makes it easy to get the better service you deserve. The Switch Kit is designed for busy people like you
More informationInstructions for Form 8802
Instructions for Form 8802 (Rev. October 2009) Application for United States Residency Certification Department of the Treasury Internal Revenue Service Section references are to the Internal Contents
More informationGUIDE TO SELECTING YOUR SMALL BUSINESS LEGAL STRUCTURE. To make your business #CPAPOWERED, call today and let s get started.
GUIDE TO SELECTING YOUR SMALL BUSINESS LEGAL STRUCTURE To make your business #CPAPOWERED, call today and let s get started. One important consideration when starting your business is determining the best
More informationBY BROTHERHOOD MUTUAL A STRESS-FREE PROCEDURAL GUIDE. End-of-Year Payroll, Simplified 1
BY BROTHERHOOD MUTUAL BY BROTHERHOOD MUTUAL End-of-Year Payroll, Simplified A STRESS-FREE PROCEDURAL GUIDE End-of-Year Payroll, Simplified 1 Welcome to End-of-Year Payroll, Simplified The key to successfully
More informationNew Employee Welcome Letter and Orientation Checklist
Lafayette DQ Restaurants P.O. Box 302 Delphi, IN 46923 Phone: (765) 447-1089 Fax: (765) 535-5001 New Employee Welcome Letter and Orientation Checklist Welcome to the DQ family! In order to start training
More informationBELGRADE COMMUNITY LIBRARY 106 N BROADWAY BELGRADE, MT
Circulation Policy 1-5 BELGRADE COMMUNITY LIBRARY 106 N BROADWAY BELGRADE, MT 59714 388-4346 www.belgradelibrary.org CIRCULATION POLICY LIBRARY CARDS A Belgrade Community Library borrower s card is available
More informationG. Current student identification card (other identification is required to verify date of birth)
Chapter 10 VERIFICATION IHFA will verify ination related to waiting list preferences, eligibility, admission and level of benefits prior to admission. Periodically during occupancy, items related to eligibility
More informationNOTE: the $50,000 gross receipt threshold is calculated by the average of the current tax year s gross receipts and its two prior years.
PURDUE UNIVERSITY COOPERATIVE EXTENSION SERVICE Dubois County February 28 th, 2017 Dear 4-H Volunteer, This letter provides information to help your 4-H Club or 4-H Affiliate meet the Internal Revenue
More informationTOOLBOX FUNCTION: Michigan Quarterly Magnetic Media Reporting
TOOLBOX FUNCTION: Michigan Quarterly Magnetic Media Reporting Document Ref: TBI-011 Date: Aug 10, 2001, rev. Aug 26 2003, Jul 20 2005, Nov 26 2012 Document Version: 0.4 Modules Affected: Earliest available
More information2017 Tax Return Overview for International Students
2017 Tax Return Overview for International Students This quick guide is provided for international students to become familiar with U.S. Tax return filings. Tax returns are due April 17, 2018 for students
More informationPlan Sponsor Administrative Manual
Plan Sponsor Administrative Manual V 3.1 Sponsor Access Website January 2017 Table of Contents Welcome Overview... p 5 How to Use this Manual... p 5 Enrollment Overview... p 7 Online Enrollment Description...
More informationVermilion County, Illinois. Payables Manual. November 2015 Edition
Vermilion County, Illinois Payables Manual November 2015 Edition 1 TABLE OF CONTENTS CHANGES TO PAYABLES PROCESSING AND NOTES FOR YOUR INFORMATION & USE... 3 PAYABLES PROCESSING TIPS AND PROCEDURES...
More informationChoosing Your Business Structure
Choosing Your Business Structure *Choosing a business structure should be done with the guidance of your lawyer, accountant and/or financial advisor. The type of business entity you choose will mostly
More informationLLC or Corporation? Course Instructions and Final Examination. The CPE Store 819 Village Square Drive Tomball, TX
LLC or Corporation? Course Instructions and Final Examination LLC or Corporation? Choose the Right Form for Your Business 7th Edition Anthony Mancuso CPE Edition Distributed by The CPE Store www.cpestore.com
More informationPaying and Reporting Form 941 Quarterly T ax
Paying and Reporting Form 941 Quarterly T ax This guide will walk you through: Documenting tax payments in WinStabs Making tax payments through EFTPS Filing 941 tax return with the IRS Who must file Form
More informationForm 1099 Miscellaneous The Good, The Bad, and The Ugly
Form 1099 Miscellaneous The Good, The Bad, and The Ugly Complimentary Guidance from The Tax Office, Inc., on What Can Happen If You Do Not File Your 1099-Misc Forms 2013 2013 2013 The purpose of this whitepaper
More informationStudent Employee New Hire Packet
Student Employee New Hire Packet New Hire Checklist: o Authorization to Hire Form o Student Application o Federal W-4 Form o NJ State W-4 Form o I-9 Form o Social Security Card (for Payroll purposes) o
More informationRESIDENCY QUESTIONNAIRE
ADMISSIONS & RECORDS OFFICE 1900 Pico Blvd. Santa Monica, CA 90405 Phone: 310-434-4380 Fax: 310-434-3645 RESIDENCY QUESTIONNAIRE Received by: Date: The information requested is deemed relevant and necessary
More informationEmployee Enrollment Guide. Beech Grove City Schools
Employee Enrollment Guide Beech Grove City Schools Website: www.aflacatwork.com Login: Social Security Number (with or without dashes) Pin: Last 4 digits of your SSN & the 2 Digit YEAR of your birth Once
More informationFinancial Accounting & Reporting. Foreign National Tax Responsibilities
Foreign National Tax Responsibilities What is FNIS? Foreign National Information System (FNIS) is a web based, data entry software application used to analyze tax status, determine treaty eligibility,
More informationACCOUNTS PAYABLE POLICIES AND PROCEDURES
ACCOUNTS PAYABLE POLICIES AND PROCEDURES...... Accounts Payable Payment Processing x General Information x Overview of the Disbursement Voucher x Disbursement Voucher Approval x Payments Against Purchase
More informationUnited Roosevelt Savings Bank Switch to URSB Kit
United Roosevelt Savings Bank Switch to URSB Kit Make banking with us more convenient by following these simple steps. We can assist you in opening an account today at United Roosevelt Savings Bank. Come
More informationGetting started with ecommerce
Getting started with ecommerce Once you have indicated that you would like to add ecommerce to your SignUp or Spaces modules, we will enable the ecommerce option for you. You will then see an E-Commerce
More information5. What identification do I need to take to a Beyond Bank branch?... 3
Table of Contents 1. How do I set up SMS Alerts (TEXTME!)?... 2 2. The Beyond Bank application form is asking me to provide a Verification Passcode. What is this? And why do I have to provide one?... 2
More information2011 NEW BUSINESS CLIENT TAX ORGANIZER
229 Huber Village Blvd, Suite 229 * Westerville, Ohio 43081-8075 * Telephone (614) 942-1990 * Facsimile (614) 942-1991 * www..cpaagi.com * info@cpaagi.com 2011 NEW BUSINESS CLIENT TAX ORGANIZER Instructions:
More informationNew Client Implementation Guide
New Client Implementation Guide TABLE OF CONTENTS Program Success 3 Frequently Asked Questions 4 What is the best way to eliminate checks? What is the difference between direct deposit and a payroll card
More informationEnhanced Retirement Plans
Providing Products & Services to Enhance Microsoft Dynamics GP Payroll and Human Resources Enhanced Retirement Plans User Guide For Microsoft Dynamics GP Version 2010 125 N. Kickapoo Lincoln, Illinois
More informationRESCORE EXPRESS SERVICES
RESCORE EXPRESS SERVICES Thank you for your recent inquiry regarding our Rescore Express service. Rescore Express is an expedited process of correction of dispute, through which Advantage Credit will attempt,
More informationADP Retirement Services. Conversion Implementation Guide FOR PLAN SPONSOR USE ONLY NOT FOR DISTRIBUTION TO THE PUBLIC.
ADP Retirement Services Conversion Implementation Guide FOR PLAN SPONSOR USE ONLY NOT FOR DISTRIBUTION TO THE PUBLIC. Thank you for choosing ADP Retirement Services Welcome to ADP Retirement Services.
More informationGlacier User FAQs. 3. I forgot my login information? How can I obtain this? Is it mandatory that I complete Glacier?... 3
Glacier User FAQs 1. I received an e-mail from support@online-tax.net instructing me to log in to Glacier. What is Glacier? Why have I been asked to complete a Glacier record?... 2 2. I can t access Glacier.
More informationSupplier Information Form Instructions
Purpose of Form. An organization that is required to file an information return with the IRS must obtain your correct Federal Taxpayer Identification Number in order to report income paid to you. The Tax
More informationCollection Information Statement for Businesses
Form 433B (OIC) (Rev. May 2012) Department of the Treasury Internal Revenue Service Collection Information Statement for Businesses Complete this form if your business is a Corporation Partnership Limited
More informationEmployer Administration Guide. BenefitWallet Employer Administration Guide
Employer Administration Guide 1 Contents Welcome...3 HSA Fees and Rates...4 USA PATRIOT Act Screening...5 HSA Contribution Limits...6 Frequently Asked Questions...7 Contact Us...9 2 Welcome BenefitWallet
More informationRelated Organizations and Unrelated Partnerships
SCHEDULE R (Form 990) Department of the Treasury Internal Revenue Service Name of the organization Related Organizations and Unrelated Partnerships Complete if the organization answered "Yes" to Form 990,
More informationTax Issues for Limited Liability Companies
Tax Issues for Limited Liability Companies What You Should Know About Limited Liability Companies... What is a Limited Liability Company? A Limited Liability Company (LLC) is a relatively new business
More information