S-Corp Onboarding

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Veronica Ray

Veronica Ray

2 workflow templates

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About this template

This template is used to onboard new S-Corporation clients after the S-Corp election has been successfully filed. It includes tasks to ensure the client receives essential next-step instructions, guidance on payroll compliance, bookkeeping requirements, and annual filing obligations. The onboarding process also introduces the Foundation Bookkeeping Plan and provides options for DIY clients. This workflow includes: - Sending the “Welcome to S-Corp Status: What’s Next for Your Business” onboarding document - Confirming expected IRS response timeline (CP261 letter) - Discussing payroll setup and determining reasonable compensation - Reviewing tax filing deadlines and compliance requirements - Presenting Jigsaw & Associates’ bookkeeping service options or DIY tools - Encouraging future service engagement for payroll, strategy sessions, and OBM support

Work type: Other

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

  • 11 tasks
Team Tasks
Confirm LLC Formation
Send Proposal with New Client Intake Form
Receive documents from client
Signed Proposal
New Client Intake
Paid Invoice
Complete Form 2553
Send Form 2553 for Wet Signature
Fax Form 2553 to IRS
File Fax Confirmation in Client Folder
Upload Fax Confirmation to FC
Prepare Incorporation Documents
Incoporation Template
Stock Certificate
Package documents and send to client
Incorporation Documents
Business eFile Authorization
Form 2553
Form 2553 Fax Confirmation
S-corp Welcome & What's Next
Operating Agreement
Setup Payroll Tax Accounts
EFTPS
State Withholding
State Unemployment

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