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EIN Preparation Checklist

Everything you need to gather before applying for an EIN on IRS.gov.

EIN Application Preparation Checklist
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Before you apply on IRS.gov, gather:

[ ] Legal business name (matches formation documents exactly)
[ ] Trade name / DBA (if different)
[ ] Business structure (LLC, sole prop, partnership, corporation)
[ ] Responsible party's full legal name
[ ] Responsible party's SSN or ITIN
[ ] Business mailing address
[ ] Business physical address (if different)
[ ] Business phone number
[ ] Reason for applying (new business, hiring, banking, etc.)
[ ] Date business started or was acquired
[ ] Expected number of employees in next 12 months

Apply only at IRS.gov. The EIN is free.
The official form is IRS Form SS-4.

Format: Plain text file. Copy it into your notes app, or download it.

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