Establish template

EIN readiness checklist

Confirm that the information the IRS will ask for is consistent before submission.

Establish template

Template fields

How to use it

Confirm that the information the IRS will ask for is consistent before submission.

Walk each row in order. Any inconsistency between the entity record, the responsible party record, and the address needs to be corrected before submitting.

Readiness items

EIN readiness checklist — Readiness items
Item	Verified against	Owner	Status	Notes
Item, row 1	Verified against, row 1	Owner, row 1	Status, row 1	Notes, row 1
Item, row 2	Verified against, row 2	Owner, row 2	Status, row 2	Notes, row 2
Item, row 3	Verified against, row 3	Owner, row 3	Status, row 3	Notes, row 3
Item, row 4	Verified against, row 4	Owner, row 4	Status, row 4	Notes, row 4
Item, row 5	Verified against, row 5	Owner, row 5	Status, row 5	Notes, row 5
Item, row 6	Verified against, row 6	Owner, row 6	Status, row 6	Notes, row 6
Item, row 7	Verified against, row 7	Owner, row 7	Status, row 7	Notes, row 7
Item, row 8	Verified against, row 8	Owner, row 8	Status, row 8	Notes, row 8

After confirmation

EIN confirmation reference (retain source PDF)

Date issued

Banking handoff

Payroll handoff

Other establish templates

Establish

Formation decision record

Open template

Establish

Registered Agent notice log

Open template

Establish

First-year compliance map

Open template