S-Corp Onboarding | Financial Cents Templates

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

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