Entity decisions and elections Workbooks

Build a chronology from signed ownership documents, election copies and filing confirmations. Legal form and federal reporting history should be reviewed together.

• Single member LLC classification review Workbook

  Owner identity category, Prior return treatment, Election history

• Second member admission packet Workbook

  Admission date, Ownership agreement, Prior classification

• LLC corporate election records Workbook

  Proposed effective date, Election copy, Filing confirmation

• S corporation election handoff Workbook

  Eligibility questions, Signed election, Delivery evidence

• Late election fact chronology Workbook

  Intended effective date, Prior filing history, Reason chronology

• Entity formation tax packet Workbook

  Formation document, Initial owners, First activity date

• Business name change record Workbook

  Old legal name, New legal name, Agency correspondence

• Entity address change handoff Workbook

  Old business address, New mailing address, Change notification

• Registered agent records review Workbook

  Agent confirmation, State filing, Renewal responsibility

• Operating agreement tax questions Workbook

  Allocation language, Distribution terms, Reviewer questions

• Ownership percentage change log Workbook

  Prior ownership, Change document, Effective date

• Entity dissolution tax packet Workbook

  Dissolution approval, Final operations date, Remaining assets

• Dormant entity filing review Workbook

  Last activity, Current registration, Prior returns

• Entity merger record handoff Workbook

  Surviving entity, Transfer agreement, Closing date

• Conversion legal and tax coordination Workbook

  Existing classification, Proposed legal form, Professional assignments

• New subsidiary records packet Workbook

  Parent ownership, Formation documents, Initial funding

• Entity identification number ledger Workbook

  Entity alias, Tax identifier location, Registration confirmation

• Foreign owned LLC reporting review Workbook

  Ownership structure, Prior reporting, Advisor assignment

• Business acquisition entity comparison Workbook

  Purchase structure options, Financing constraints, Modeling assumptions

• Entity decision implementation tracker Workbook

  Approved decision, Required documents, Completion evidence

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