Operator Task Guide for Reviewing Takeover Documents
Introduction
This guide provides instructions for operators on how to review takeover documents. It covers the login process, document verification, and essential checks to ensure that all information matches the application requirements. By the end of this guide, users will be able to efficiently verify and complete the document review process.
Step-by-Step Instructions
Logging In and Accessing Takeover V2
Log in to the system and navigate to the sidebar. Select the "Takeover V2" option to access the necessary documents for review.
Verifying EIN Confirmation
Select "Verify EIN Confirmation" and choose "Select All" to view all documents available for review.
Reviewing Documents
Click on the company name to start reviewing the documents. Ensure that the company name matches the provided company information.
Matching EIN Numbers
Check that the EIN number on the document matches the application EIN number. This step is crucial to ensure data accuracy.
Confirming EIN Type
Verify whether the EIN is a sole proprietorship or a regular EIN. For this guide, assume it is a regular EIN.
Completing the Review
Once all checks are complete, hit "Complete" to finish the document review for this task.
Verifying S Corp Approval Letter
For SC to SC members, verify the S Corp approval letter by clicking into the task. Ensure the EIN matches the letter and the S Corp election date is accurate.
Checking EIN on Approval Letter
Double-check that the EIN on the S Corp approval letter matches the original EIN provided.
Completing the S Corp Verification
After verifying the S Corp details, hit "Complete" to finalize this verification process.
Conclusion
By following these instructions, operators can effectively review and verify takeover documents, ensuring all necessary information is accurate and matches the application details. This process ensures thorough checks and compliance with company standards.