Filing checklist
Before preparing SS-4, verify the identity of the form and gather the records the instructions call for.
- For SS-4, verify tax year, taxpayer identity, and supporting schedules against IRS instructions before filing.
- Confirm the tax year and revision before filing.
- Match names, taxpayer identification numbers, and dollar amounts against source records.
- Confirm entity name, registration number, owners, officers, addresses, tax IDs, and authorized signer details.
- Gather formation documents, licenses, resolutions, financial statements, invoices, or compliance records referenced by the form.
- Check whether attachments, certificates, payment proof, or signatures from multiple parties are required.