Hub Formation Tasks: Operational Workflow Guide
Introduction
This guide provides a detailed walkthrough of the operational version of the Hub platform, specifically focusing on the tasks involved in the Formation process. By the end of this guide, users will understand the step-by-step operations from managing Formation tasks to confirming and documenting LLC filings.
Step-by-Step Instructions
Navigating the Onboarding Sections
Begin by accessing the operations side of the Hub. On the left-hand side, you will see various onboarding sections including Formation, Escort Filing, Onboarding Account, and Employer Registration. The Formation V2 section is particularly relevant for this task.
Selecting the Formation Task
Select the Formation section to view all related tasks. You will see details such as the LLC name and other relevant business information necessary for filing.
Reviewing and Entering Business Information
Within the Formation task, review the business information, including the business name, NAICS code, and profession. This information is crucial for filing the LLC.
Uploading Required Documents
Upload necessary documents such as the LLC payment receipt and filing details. This includes any documentation filed with the state.
Confirming the LLC Filing
After filing with the state, the member will be notified via their dashboard. The next task is to confirm the LLC once the articles of organization are received.
Completing the LLC Confirmation Task
Upload the articles of organization and enter the entity number. Once these steps are completed, mark the task as complete.
Filing for an EIN
Proceed to the EIN task. View the SS4 form and follow the steps to apply for an EIN. Once obtained, upload the application and confirmation letter.
Completing the EIN Task
Enter the EIN and the federal business name from the confirmation letter. Once all required fields are complete, finalize the task.
Conclusion
By following these steps, the Business Solutions Advisor can successfully guide a member through the new Formation flow. Each task, from initial onboarding to EIN application, is designed to streamline the LLC formation process, ensuring all documentation is properly filed and confirmed.