Task Guide: Filing and Confirming an LLC and Obtaining an EIN

This guide provides a step-by-step process for filing and confirming an LLC, followed by obtaining an EIN. It covers the internal workflow process, filing with the state's Secretary of State, confirming the LLC, and eventually acquiring an EIN from the IRS. By the end of this guide, you will understand how to successfully complete these tasks using a workflow system.

Begin by accessing the internal workflow system known as Formation V2. This platform is where all new formation tasks are displayed.

Locate the task for filing the LLC. This task should be visible within the Formation V2 system.

File the LLC by accessing the Secretary of State's website. Although the demonstration does not complete the filing, it involves logging in and completing the necessary forms, making payments, and uploading required documents.

After filing, upload the payment receipt and filing details to confirm what was filed on the state's website. This ensures that you have a record of the LLC's name and address.

Once the state confirms the LLC, upload the articles of organization and enter the entity number and establishment date provided by the state.

Proceed to file for the EIN via the IRS's website. This involves accessing form SS4 and applying for the EIN during IRS business hours (Monday to Friday, 7 am to 10 pm Eastern time).

After obtaining the EIN, enter the federal business name, typically the same as the state business name unless otherwise required.

By following the steps outlined in this guide, you have successfully filed and confirmed an LLC and obtained an EIN. These tasks are now completed within the workflow system, and the responsibility returns to the member for further action.