How to Upload EIN Confirmation and Set Up Your Business Dashboard
Introduction
In this guide, you will learn how to upload the confirmation of your Employer Identification Number (EIN) and complete the setup of your business dashboard. By following these steps, you will verify your company's documents and prepare to open or connect a new business bank account.
Step-by-Step Instructions
Upload the EIN Confirmation Letter
Begin by uploading the confirmation of your EIN. This is a crucial step in verifying your company's documents.
Verify Existing Documents
Check that the articles of organization are already verified. You should see a checkbox indicating they are already uploaded.
Upload the EIN Confirmation Letter
The next step is to upload the EIN confirmation letter. Click on the upload button to proceed.
Automatic Document Verification
Once uploaded, the system will automatically scan, detect, and verify that the correct document has been uploaded.
Completion Confirmation
After successful verification, you will receive a confirmation that the EIN letter is completed.
Check Upload and Continue
Ensure that the confirmation letter is uploaded and has a checkbox next to it, indicating completion. Then, you can proceed by clicking continue.
Open or Connect a New Business Bank Account
Once the verification is complete, you can move forward to open or connect a new business bank account.
Final Verification
Please note that you cannot start the process of opening or connecting a bank account until the EIN confirmation letter is verified on your end.
Conclusion
By following these instructions, you have successfully uploaded your EIN confirmation letter and set up your business dashboard. You are now ready to proceed with opening or connecting a new business bank account once the verification is complete.