Doing Business As (DBA) Basics
DBA stands for Doing Business As. Across the country, it is also known as a Trade Name, Assumed Name, and Fictitious
Business Name.
DBAs are registered at the state, county, or local level of government, depending on the rules in the jurisdiction in which
you do business. You can locate, prepare, and file your DBA registration documents yourself with your county clerk or other
appropriate official. Or you can use our simple online tool
to do all of that on your behalf.
Some jurisdictions require new DBA Names to be published in local newspapers, which we also carry out on your behalf as part of the service.
LLC Formation / Incorporation Basics
Limited Liability Company (LLC) Formations and Incorporations are registered with an initial filing at the state level of
government.
The name of the initial filing varies some from state to state, but typically it is called the Articles of Formation or
Articles of Incorporation. You can prepare and file your own Articles with your state's Secretary of State office. Or you
can use our simple online tool to help. We'll prepare
your home state's state-issued Articles document based on your input, and file it on your behalf.
Only you can decide which entity type is right for your business: Corporation or LLC. But both entity types will help to protect your personal assets from business liabilities.
Federal Tax ID (EIN) Basics
A Federal Tax ID is also known as an Employer Identification Number (EIN). It is a nine-digit number formatted like
12-3456789.
The document used to apply for a Tax ID is IRS Form SS-4. You can obtain an empty SS-4 and prepare and file it
yourself free of charge by starting at this link. Or you can choose our simple online tool to prepare and file the application on your
behalf. Starting with our proprietary one-page form, everything you see will apply to your specific situation based on
your input.
New IDs can be used immediately for most of your business needs including opening a bank account, applying for local business licenses, and filing a tax return by mail.
Toll Free Basics
When you sign up, you are assigned a dedicated toll-free phone number, and you specify where you want calls to that number
to ring to. This is called your Destination Number. It can be your cell phone, your home phone, or any other domestic
number, and you can change it at any time. The way the service works from there is simple.
1. A caller dials your toll-free number.
2. The call reaches our switching server where it is instantly forwarded to the destination number you choose. The caller
never realizes this forwarding is taking place.
3. Your destination phone number rings as if it were dialed directly, complete with Caller ID and the ability to go to
voicemail.
S-Corporation Election Basics
The S in S-Corporation stands for Small Business. It is a special type of Corporation that some businesses choose for tax
purposes.
The document used to elect S-Corporation taxation at the federal taxation level is IRS Form 2553. You can obtain an empty
2553 and prepare and file it yourself free of charge by starting at this link. Or you can
choose our simple online tool to prepare and file
the document on your behalf. Everything you see on our proprietary one-page form will apply to you based on your input.
S-Corporation eligibility has various requirements, such as having no more than 100 shareholders. All shareholders must sign the 2553.
Change of Address (IRS) Basics
Individuals and businesses wanting to update the address associated with their Federal Tax ID (EIN) or SSN need to file an
IRS Change of Address.
The document used to do this is IRS Form 8822. You can obtain an empty 8822 and prepare and file it yourself free of charge by starting at
this link. Or you can choose our simple online tool to prepare and file the document on your behalf. Everything you see on
our proprietary one-page form will apply to you based on your input.
This filing will update your address with the IRS only. You must separately notify all other agencies - federal, state, and local - with whom you wish to update your address.
Entity Classification Election Basics
The purpose of an Entity Classification Election is to specify to the federal government how you wish for your newly
formed LLC to be taxed.
The document used make this election is IRS Form 8832. You can obtain an empty 8832 and prepare and file it yourself free of charge by
starting at this link. Or you can choose our simple online tool to prepare and file the document on your
behalf. Everything you see on our proprietary one-page form will apply to you based on your input.
LLCs can elect to be taxed at the federal level like Sole Proprietorships, Partnerships, or Corporations. A Federal Tax ID (EIN) is required for the election.
Social Security Card Basics
Social Security Cards can be required when starting a new job, opening a new bank account, or receiving certain
government benefits.
The document used to apply for a new or replacement card is SSA Form SS-5. You can obtain an empty SS-5 and prepare it
yourself free of charge by starting at this link. Or you can choose our simple online tool to prepare your SS-5
application document for you. We also prepare customized filing instructions based on your input, to help you complete your
filing with confidence.
You can receive up to 3 replacement cards per year, and up to 10 per lifetime. However cards for name and work authorization changes do not count toward these limits.
Income Tax Extension Basics
You can easily extend your federal income tax filing deadline by six months, from April th, to October th, . You don't even need to provide a reason. The deadline to request an extension is April th, .
The most common document used to apply for a personal extension is IRS Form 4868, Application for Automatic Extension of Time to File US Individual Income Tax Return. You can obtain an empty 4868 and prepare and file it yourself free of charge by starting at this link. Or you can choose our simple online tool to prepare and e-file the application on your behalf by midnight central time, April 15th if your order is submitted by 9pm central time on April 15th.
No payment to the IRS is necessary to receive an extension. But extensions do not extend the time you have to pay your taxes. They only extend the deadline for filing your return. So to avoid interest and possible penalties, you should pay your estimated tax balance to the IRS by April th even if you get an extension.
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Federal Tax ID (EIN) Filing Service
Click on the questions below to learn more about this service.
How can I contact SimpleFilings?
You can e-mail us at TaxID@SimpleFilings.com or by using the Contact Us page of this site. Our fax number is 866-687-7779, and our phone number is 866-659-5246. Business hours are Monday-Friday, 8am-5pm Central. Our specialists look forward to assisting you.
What is a Federal Tax ID?
Also known as an Employer Identification Number (EIN) or government tax ID, a Federal Tax ID is like a Social Security Number for your business. It is a unique 9 digit number (ex. 12-3456789) that the Internal Revenue Service and other federal agencies use to identify your business for tax filing and other purposes.
What is an EIN?
EIN stands for Employer Identification Number, which is another name for a Federal Tax ID or government tax ID.
Do I need a Federal Tax ID?
Federal Tax IDs apply to many different groups, including:
• Individuals/Sole Proprietors
• Limited Liability Companies (LLC)
• Corporations
• S-Corporations
• Partnerships
• Trusts
• Estates
• Non-Profits
• Other employers and business entity types
Generally, if any of the following are true you will need to acquire a Federal Tax ID:
• You need to pay business taxes.
• You have one or more employees.
• You want to open a business bank account.
• You want to start a line of business credit.
• You form an LLC, Corporation, or Partnership.
• You change from one business entity type to another such as from an Individual/Sole Proprietor to an LLC.
• You are starting a Keogh Plan, also known as a Self-Employed Pension.
• You want to bid for a federal government contract.
Why choose SimpleFilings over working directly with the IRS?
We realize at SimpleFilings that you have choices. You can work directly with the IRS to research, file for, and obtain your EIN for no charge, so we work hard to earn your business. Following are some of the unique features and benefits of our service, that you will not get when working directly with the IRS. We think you'll find that our service fee is money well spent.
1) Our website collects all information necessary to apply for an EIN in one simple page. IRS.gov by contrast is a huge government website which can make it difficult to find the information you're looking for. And even once you find their online EIN application process, you'll find that it can comprise many separate pages for a single application. Our website gets you in and out quicker, in fewer pages and plainer language, while still giving you all the information you need.
2) Banks and other entities sometimes require an SS-4 document with the EIN populated to the EIN field in the upper right hand corner of the document, as part of proof of an Employer Identification Number. The IRS EIN online application process provides an EIN confirmation notice, but it does not provide a prepared SS-4. Our service can provide you with both at no additional cost.
3) The IRS online EIN application system is only available from 6am to 9pm Central Time, Monday to Friday, for a total of 75 hours per week. Our online process is available 24/7 to better accommodate your schedule. In other words, we have more than twice the uptime of the IRS website, to receive and process your order at your convenience.
4) Some applications cannot be process through the IRS online EIN application system, and must instead be filed through an IRS phone/fax or mail-in process. This is something that we conduct on your behalf. We take care of waiting 30-45 minutes on hold for an IRS agent to file your order. To you, the process always remains quick, convenient, and online.
5) Like the IRS, we provide full-time phone support, but unlike the IRS, we also provide full-time e-mail support for those that prefer to communicate via e-mail, even on weekends. Our customer care team is highly experienced in EIN filings and is eager to assist you.
6) Often times, obtaining an EIN is the first step in getting a new business or other entity up and running. The IRS will sent you elsewhere to figure out the next steps, such as your state's secretary of state office for LLC formation, and/or your county government office for business name registration. SimpleFilings on the other hand can be your single point of contact for all of these tasks. We offer a whole suite of document preparation and filing services to simplify the life of today's small business person.
7) Additionally, when SimpleFilings has obtained an EIN for a customer, that information is available for them to securely access anytime online. This is a frequently used feature of our service in tax season, or when a past customer is filling out loan paperwork, or a business credit card application, even a COSTCO application. Basically, anytime a past customer loses their EIN paperwork or does not have it readily on-hand when they need it, they can quickly and securely retrieve it via our website. This is not something the IRS provides online. Someone can call the IRS to be reminded of their EIN number, but as stated above, hold times of 30-45 minutes for IRS agents are not uncommon.
These are a few of the reasons you might choose SimpleFilings. We work hard to add unique value in as many different ways as possible. Please contact us with any questions, and we look forward to assisting you.
What is the filing process?
We've developed a custom one-page online form to collect the information needed to prepare your SS-4 application document. It will ask only the questions needed for your unique filing situation, based on the information you provide. Estimated completion time is no longer than 5 minutes, and the form is secured for your privacy. Then we prepare your SS-4 document and obtain your signature on it, authorizing us to work with the Internal Revenue Service to acquire your Federal Tax ID on your behalf. We will deliver your Tax ID within the time frame you select on the checkout page, after you have provided your signature on your prepared SS-4. Sometimes as a result of the filing process we find out that clarification and/or more information is required from you, and if that is thecase we will contact you by e-mail from TaxID@SimpleFilings.com.
Who can use this service?
The online form is available for all business entity types including:
• Individuals/Sole Proprietors
• Limited Liability Companies (LLC)
• Corporations
• S-Corporations
• Partnerships
• Trusts
• Estates
• Non-Profits
• Other employers and business entity types
The only restrictions are:
• The primary address must be in the United States, and
• The owner, principal officer, trustor, grantor, etc. must have a valid Taxpayer ID Number (Social Security Number, Individual Taxpayer ID Number, or Federal Tax ID) to enter on the form.
How can I provide my required signature?
We have two options for you to provide us with your required signature. The preferred method for fastest processing is a secure electronic signature right on our website. Or if you prefer, we also make the prepared form available for you to print, sign by hand, and then fax or mail back to us. Simple instructions are provided on the site immediately after you submit payment. Or you can sign later by going to the Existing Customers page, or by clicking the links in one of the signature reminder e-mails we will send you.
What is the SimpleFilings service fee?
Our service fee for document preparation and filing depends on your business entity type. Click here to use our fee calculator to see what it would be for you. Any exception handling that may be required on your order is included in this fee. For example, the IRS may identify an issue with your application data that we will then work with you to correct. Optional upgrades that are available include delivery within 24 hours and delivery within 60 minutes during business hours.
How long will it take to receive my Federal Tax ID?
The ID can be used immediately for most of your business needs including opening a bank account, applying for local business licenses, and filing a tax return by mail.
However it can take up to 15 days after receiving your ID to receive official documents in the mail from the IRS, which indicate that your ID has become part of the Internal Revenue Service's permanent records. You must wait until this occurs before you can file an electronic tax return, make an electronic tax payment, or pass an Internal Revenue Service Taxpayer Identification Number matching program.
Can I use my Federal Tax ID as soon as I receive it?
Yes. The ID can be used immediately for most of your business needs including opening a bank account, applying for local business licenses, and filing a tax return by mail.
However it can take up to 15 days after receiving your ID to receive official documents in the mail from the IRS, which indicate that your ID has become part of the Internal Revenue Service's permanent records. You must wait until this occurs before you can file an electronic tax return, make an electronic tax payment, or pass an Internal Revenue Service Taxpayer Identification Number matching program.
How do I check the status of my order?
You can stay updated on the status of your order 24 hours a day, 7 days a week. Simply enter your transaction ID on the Existing Customers page or contact us.
Why is receiving my Federal Tax ID taking longer than expected?
Below are some common issues that can delay the delivery of a Federal Tax ID, along with solutions to them. Please check to see if one of them applies to you and if not, please contact us:
• Have you provided your signature to us on the form SS-4 that we prepared after you submitted payment? This signature is necessary to comply with IRS regulations, and you can provide it in two ways. The recommended method is a fast and secure electronic signature that you can provide right on our site. Or you can also print the form to sign by hand and then fax or mail back to us. To access both options, go to the Existing Customers page.
• Have you been watching the inbox of the e-mail address you provided with your order? Sometimes clarification and/or additional information are required from you and if that is the case, we will attempt to contact you by e-mail from TaxID@SimpleFilings.com. One thing that might cause this is a name and social security number not matching due to marital name changes that was never properly filed with the Social Security Administration. Another is the use of LLC or Inc. in the business name without having properly filed the creation of that LLC or Corporation with the state first.
• Have you checked the Spam/Bulk/Blocked folder of your e-mail? Sometimes (especially with @excite.com e-mail addresses), our e-mails to you from TaxID@SimpleFilings.com are automatically routed to there by accident. Remember, we send all correspondence by e-mail, including the delivery of your Federal Tax ID.
My business is an LLC. Why does my prepared form have a different entity type marked?
LLCs are a type of business entity created by state law instead of federal law and the Internal Revenue Service has not created a tax classification specifically for LLCs. Instead, other existing federal tax classifications are applied: Corporation, Partnership, or Sole Proprietor. An LLC is classified by the IRS as one of these types of entities for federal tax purposes.
My Federal Tax ID has not yet been assigned and I wish to cancel my order. How do I do that?
Simply contact us. If your Federal Tax ID has not yet been assigned we will be happy to cancel your order and issue you a refund per the Limited Money Back Guarantee in the Terms of Service you agreed to when placing your order.
My Federal Tax ID has been assigned but I wish to cancel it now. How do I do that?
Once a Federal Tax ID has been assigned, it cannot be cancelled. However, you can request the Internal Revenue Service to close your business account, if your new business never started for example. To do this, mail a written request to Internal Revenue Service, Cincinnati, Ohio 45999. Include the complete legal name of the business entity, the business address, Federal Tax ID, and reason you wish to close the account.
Someone is claiming that my Federal Tax ID isn't valid. What do I do?
We're sorry that you are experiencing this issue.
• First, check for typos. It's a long number (9 digits, such as 12-3456789) and accidental typos when transcribing it are not uncommon.
• Second, remember that your ID can be used immediately for most of your business needs. However it can take up to 15 days before your ID becomes part of the Internal Revenue Service's permanent records. And you must wait until that occurs before you can file an electronic tax return, make an electronic tax payment, or pass a Taxpayer Identification Number matching program such as some banks and credit/loan offices use.
• Third, we have seen an issue before where some banks (especially smaller ones), are using antiquated software which gets Federal Tax IDs mixed up with Social Security Numbers. If you have waited past the 15 days from receiving the ID and seem to be having this issue, please contact us.
How do I update basic information that I originally submitted on my Federal Tax ID application?
If you haven't provided your signature on the prepared SS-4 yet, simply contact us to update your application information. We will prepare another SS-4 and provide it to you for your review and signature.
If you have provided your signature, your Federal Tax ID is already on the way if you haven't received it already. Options for updating information now are:
• When you receive your official documents in the mail within 15 days of signing, you can hand write corrections and mail them back to the address provided.
• If you have had your ID for a while and wish to change your address, we can help you file form 8822, Change of Address, with the Internal Revenue Service. Click here for more information.
• If you have had your ID for a while and wish to change your business name, you must mail a request to the Internal Revenue Service at the address where you file your tax return. The request must be signed by an authorized individual in the business and additionally, businesses that had to file their creation with a state like LLCs and Corporations must include a copy of the Articles of Amendment or equivalent which was filed with the state that authorized the name change.
I have misplaced my Federal Tax ID. How do I retrieve it?
SimpleFilings customers need only to visit the Existing Customers page of this site. You will need your transaction ID to retrieve it. If you have misplaced your transaction ID, please contact us.
Is my information secure?
Yes. The information you submit is secured using SSL encryption technology. The "s" in the "https://" at the start of the address of pages that collect or display your information is what identifies this security. Click here for more information about our data security practices.
I submitted my information but not the checkout page. Why do I see my information pre-populated on the application page now?
To keep you from having to re-enter your information if you decide to come back to finish placing your order later, your information displays only on your computer for a period of 48 hours from the last time you access the application. To clear this information on your computer sooner, simply delete your cookies. Cookies are small temporary files stored onyour computer, and deleting them can usually be done through the Tools or Options menu of your Internet browser.
I'm a sole proprietor on my second new business. Why can I not get a new Federal Tax ID?
A Sole Proprietor can have as many different businesses as they want for as long or as short as they want, but the Internal Revenue Service will only issue one Federal Tax ID for all of them. For example, if a Sole Proprietor started business A in 1980 and got a Federal Tax ID for it but never used it, and then started the completely unrelated business B today... business B will use the same Federal Tax ID as was issued for business A in 1980, since both businesses are Sole Proprietorships under the same Sole Proprietor.
What happens after my order is complete?
SimpleFilings is a secure solution for several of the most common new business filings, like LLC Formation or Incorporation, DBA Registration, and obtaining your Federal Tax ID. But there can be numerous other filings for you to perform both before and after starting business. As a courtesy, we've listed some below:
• Internal administration - LLCs require fewer administrative formalities than Corporations, but both require some. For example, LLCs must write and keep a document called an Operating Agreement which outlines basic ownership and management information. Many books have been written on the subject of LLC and Corporation administration, and they often include useful document templates. Find them at your library or bookstore.
• Federal government filings - The IRS needs to know how to tax your new business. Filing forms such as IRS 8832, IRS 2553, and IRS 1023 can accomplish this. Other IRS filings, and filings with other Federal government agencies may be required as well. Local tax professionals can be good sources of information on this.
• State government filings - Each state you do business in will have filing requirements such as state tax ID numbers, state tax returns, foreign business entity registration (if it is not the state you formed your LLC or Incorporated in), and annual business entity reports. Offices in each state such as the Secretary of State and Department of Revenue can help you determine which ones apply to your business.
• Local government filings - Each local jurisdiction you do business in may have filing requirements such as licenses, permits, etc. Offices in each jurisdiction such as the County Courthouse and City Hall can help you determine which ones apply to your business.
• Insurance and trade requirements - Depending on the nature of your business, other non-government filings such as obtaining insurance may be necessary to comply with all applicable laws. Consult your insurance agent and applicable trade association.
Starting and running a business is a richly rewarding but never-ending process, and the responsibility for research and compliance is solely yours. But remember that the profits are solely yours as well.
DBA (Doing Business As) Filing Service
Click on the questions below to learn more about this service.
What is a DBA?
DBA stands for "Doing Business As" and is an official, public registration of a business name with either the state or local jurisdiction. DBAs are sometimes called "Fictitious Names", "Assumed Names", or "Trade Names". Basically, a DBA is an operating name of a business that is different from its official legal name.
What is my business's legal name?
A business has only one official "legal name", which is determined by its type of organization. For organizations like Limited Partnerships, LLCs, and Corporations which file with their Secretary of State upon creation, the legal name is the exact business name used in that filing. For Sole Proprietorships and General Partnerships, the legal name is the personal name(s) of the owner(s). For example, John Doe.
Do I need a DBA?
Without a registered DBA , your business has to operate only under its one official legal name, which if you are a Sole Proprietor, is your personal name! State law requires that you file the proper paperwork to operate even under a variation of your legal business name, and even for a short amount of time. Two examples are below:
- • Example #1: Jane Doe begins doing independent consulting work, marketing herself as Can-Doe Consulting. Since Jane hasn't filed the paperwork to create an LLC, Corporation, etc., that makes her a Sole Proprietorship by default. So she must register Can-Doe Consulting as a DBA, since her legal business name as a Sole Proprietorship would be Jane Doe.
- • Example #2: The official legal name of an entrepreneur's Limited Liability Company is "John Doe Enterprises, LLC". He markets a home building business in the summer as "JD Homes", and a snow-plowing business in the winter as "JD Enterprises". Those are both DBAs that would need to be registered, because neither matches exactly with his official legal business name.
Can a DBA be filed for all business types?
Yes, DBAs can and should be filed for all business types - they are not just for Sole Proprietors. General Partnerships, Limited Partnerships, Corporations, LLCs, and Non-Profits that wish to operate under a name different from their one official legal name are required to register a DBA.
Does an LLC or corporation need to file a DBA?
Yes, the laws requiring DBA registration extend to LLCs and Corporations. If the company conducts business under any name other than the exact legal name that appears on the LLC's or Corporation's formation documents, they are required to register it as a DBA. "Conducting business" can include marketing materials, letterhead, business cards, etc. in addition to actual business transactions. Also, banks generally require a DBA registration prior to opening a business bank account or establishing a line of credit.
Where is my DBA filed?
DBAs are generally filed with the state and/or county and/or city where you are going to conduct business under the DBA name. Some jurisdictions also require publication of an announcement of the DBA filing in specific publications. SimpleFilings has experience with DBA filings in nearly every jurisdiction in the United States, and we are proud to put this experience to work for you.
Are any words prohibited in a DBA name?
There are restrictions on the words that a DBA can contain. However, most of the restrictions are in place to ensure that your DBA name does not mislead the general public or imply that the business is a different type of entity than it actually is. For example, you cannot make your DBA name "Acme Incorporated" if you have not filed the necessary documents with your Secretary of State to legally form a Corporation. Likewise, you cannot include "LLC" in your DBA name if you haven't yet filed the documents to legally form an LLC.
How many DBA names can I register?
Currently, there are no state, county, or municipal restrictions on how many DBA names a business may register.
Can anyone else use my DBA name after I register it?
When a DBA name is registered it usually does not a reserve the name against future use by another business. The registration of a DBA name is simply for required public notice and financial purposes and does not ensure that the business registering the name has exclusive rights to own it or protected use it. To ensure exclusive rights to the use of a name, trademark registration is required.
Why else should I file a DBA?
Aside from the importance of legal compliance, another important reason to register a DBA is financial purposes. Banks will generally only allow you to open an account under your one official legal name or a properly registered DBA. And in fact, in many states banks require a certified copy of the DBA.
Also, since DBA registration includes a public filing of records, other businesses then have official notice that your name is in use, which helps to protect your brand.
Do DBA filings expire?
The state, county, and/or municipality where the DBA is filed determines the expiration date. Some are valid for several years, and some never expire. The appropriate agency will notify you at the address of record that you provide if it becomes necessary to refile before an expiration date. Additionally, we will provide with your final documentation the list of agencies that your registration was completed with, so that you can maintain a current address of record with them. This will ensure that any correspondence or notifications from them get to you.
Do I need to register a DBA before I can begin doing business with it?
In most cases, state and local jurisdictions require a DBA to be filed prior to transacting business with it. But in some jurisdictions, a DBA filing is required within a specific period of time of the initial date of use (often within 30 - 60 days).
Another consideration is that without a registered DBA, a business can usually not open a bank account in that name.
What steps are involved in registering a DBA?
While the steps involved in registering a DBA vary for each individual filing, the main steps are usually as follows:
- • Complete and submit the DBA Registration Application on this site.
- • We review the provided information, research existing name usage where applicable, and prepare the required government paperwork. We send the prepared paperwork to you via mail or email for your review and signature(s).
- • Sign and return the documents to us for filing.
- • We file all the necessary papers with all applicable agencies and submit payment for fees to them on your behalf.
- • We monitor the status of the filing and once complete, we coordinate any required publishing and submit payment to the publications on your behalf.
- • We send you a record of the successful registration and any publication documents for your records.
What are the publication requirements?
Like all filing requirements, publication requirements vary by the jurisdiction in which the DBA registration is filed. Some jurisdictions require that the DBA filing is announced in specific newspapers for a specific timeframe. In some cases agencies even require proof of that publication. SimpleFilings' service includes the completion of legal publication requirements as part of your DBA registration.
Do I need a Federal Tax Id (EIN) in order to register a DBA?
By law, your business must be identified using either your Social Security Number or a Federal Tax ID (also known as an Employer Identification Number). Sole Proprietors can use their Social Security Numbers on all government forms and other official documents. However, to open business bank accounts, banks usually require them to obtain Federal Tax IDs. All other business organizations such as LLCs, Corporations, and Limited Partnerships generally must obtain a Federal Tax ID because the business is an entity separate from the owners. For more information on Federal Tax IDs, please click here.
When do I need to obtain a Federal Tax Id (EIN)?
A business generally needs to obtain a Federal Tax ID if any of the following are true: the business is operating as something other than a Sole Proprietorship or General Partnership; there are one or more employees; a business bank account is needed; or corporate credit is needed. For more information on obtaining a Federal Tax ID, click here.
How long does it take to register a DBA?
This varies for each jurisdiction. In some, we can have it completed for you in as little as one week, in others it can take up to 8 weeks. The average filing time is 2–4 weeks.
Can a DBA registration be expedited?
We do offer Expedited and Rush priority services if you'd like to obtain your prepared DBA filing documents quicker (within 2 business days or 1 business day, respectively). Our Rush priority service includes rush filing of your signed documents as well, and we cover additional rush costs imposed by the state, county, or municipality.
What is the SimpleFilings service fee?
The fee for our document preparation andfiling service varies from state to state, county to county, and sometimes town to town because of differing filing requirements and fees that we pay on your behalf. To find out the fee for your jurisdiction, please see our Fee Calculator.
How do I get started with the filing process?
SimpleFilings makes it easy to register your DBA. We handle all of the state, county, and in some cases, city requirements where your business is planning to use the name, in addition to ensuring that any publication requirements are met. Simply submit the DBA Registration Application on this site to get started.
On the application, what's the difference between my contact address, DBA address and legal business address?
Your Contact Address is where we should mail documents to you for the purposes of completing your DBA registration order. It could be a home address, for example, or wherever is most convenient.
Your DBA Address is a physical address of your business in the state in which you want the DBA registered. Most states and local jurisdictions require that you have this physical address in order to register a DBA there.
Your Legal Business Address is the physical address of the primary office of your business. For example, if your business is an LLC, this is the primary business address you indicated on your LLC formation filing. This could be the same as your DBA Address or different.
How do I check the status of my order?
To check the status of your order 24 hours a day, simply enter your transaction ID on the Existing Customers page of this site. Your transaction ID can be found on your receipt e-mail. If you cannot locate your receipt e-mail or transaction ID, please contact us.
How can I contact SimpleFilings?
You can e-mail us at DBA@SimpleFilings.com or by using the Contact Us page of this site. Our fax number is 866-687-7779, and our phone number is 866-659-5241. Business hours are Monday-Friday, 8am-5pm Central. Our specialists look forward to assisting you.
What happens after my order is complete?
SimpleFilings is a fast and secure solution for several of the most common new business filings, like LLC Formation or Incorporation, DBA Registration, and obtaining your Federal Tax ID. But there can be numerous other filings for you to perform both before and after starting business. As a courtesy, we've listed some below:
- • Internal administration - LLCs require fewer administrative formalities than Corporations, but both require some. For example, LLCs must write and keep a document called an Operating Agreement which outlines basic ownership and management information. Many books have been written on the subject of LLC and Corporation administration, and they often include useful document templates. Find them at your library or bookstore.
- • Federal government filings - The IRS needs to know how to tax your new business. Filing forms such as IRS 8832, IRS 2553, and IRS 1023 can accomplish this. Other IRS filings, and filings with other Federal government agencies may be required as well. Local tax professionals can be good sources of information on this.
- • State government filings - Each state you do business in will have filing requirements such as state tax ID numbers, state tax returns, foreign business entity registration (if it is not the state you formed your LLC or Incorporated in), and annual business entity reports. Offices in each state such as the Secretary of State and Department of Revenue can help you determine which ones apply to your business.
- • Local government filings - Each local jurisdiction you do business in may have filing requirements such as licenses, permits, etc. Offices in each jurisdiction such as the County Courthouse and City Hall can help you determine which ones apply to your business.
- • Insurance and trade requirements - Depending on the nature of your business, other non-government filings such as obtaining insurance may be necessary to comply with all applicable laws. Consult your insurance agent and applicable trade association.
Starting and running a business is a richly rewarding but never-ending process, and the responsibility for research and compliance is solely yours. But remember that the profits are solely yours as well.
LLC Formation or Incorporation Filing Service
Click on the questions below to learn more about this service.
Why form an LLC or Incorporate?
Generally, if you do not file to form your business as a specific entity type, one is assigned to it by default. If there is only one owner, it is a Sole Proprietorship and if there are multiple owners, it is a General Partnership. Minimal paperwork can be an advantage with these entity types, but they also leave your personal assets at risk.
Filing to form an LLC or Corporation separates your personal assets from your business. So if your business is ever sued by a creditor or unhappy customer, you're at less risk of losing your home or other personal assets because of it. That's one less thing for you to worry about.
Plus, with an "LLC" or "Inc." after it, your business instantly looks more professional to customers, vendors, and peers.
Which entity type is best for my business – LLC or corporation?
That's a question that ultimately only you can answer.
Corporations have been around for hundreds of years, so the paperwork to form and maintain them can seem archaic at times. But if you plan to "go public" soon (for example, to make a public offering of your company's shares on the New York Stock Exchange), this is the only business entity type that can do it.
LLC stands for Limited Liability Company. It is a newer business entity type, but it has fast become the preference among many new small business owners. The reason is that LLCs were designed to offer the personal asset protection of Corporations, but with fewer initial and on-going requirements. For example, LLCs generally do not have to keep detailed meeting minutes, or even hold formal meetings at all.
Are there any tax issues?
With Sole Proprietorships and General Partnerships, there is little legal separation of the owners from the businesses. So the owners are taxed on all money that their businesses make.
Corporations are recognized as entities separate from the owners by default, so theCorporation is taxed on all money that it makes. Then additionally, the owners are taxed on all money that they paythemselves from the Corporation. This is commonly known as "double taxation". Or some states allow you to file to be aspecial type of Corporation called an S-Corporation, in which taxation is the same as with Sole Proprietorships and General Partnerships.
LLCs are the opposite. By default the taxation is the same as for SoleProprietorships and General Partnerships. Or some states allow you to file to have the taxation be the same as the defaultfor Corporations, where the LLC is taxed on money it makes, then additionally its owners are taxed on money that they paythemselves from it.
For more details, consult one of the many books written on this subject, or a localtax professional.
What is an S-Corporation?
An S-Corporation is a special type of Corporation available in some states. They are different from traditional Corporations in that they avoid the issue of "double taxation". Specifically, the business does not pay tax on its revenues. Instead, the owners pay taxes on all business revenues. For more details, consult one of the many books written on this subject, or a local tax professional.
Where is my LLC formation or incorporation filed?
These filings are at the state level, typically with the Secretary of State's office. Some states also require publication of an announcement of the LLC Formation or Incorporation in specific publications. SimpleFilings has experience with these filings in nearly every jurisdiction in the United States, and we are proud to put this experience to work for you.
Are any words prohibited in the business name I choose?
There are restrictions on the words that your business name can contain. However, most of the restrictions are in place to ensure that your name does not mislead the general public or imply that the business is a different type of entity than it actually is. For example, you cannot make your LLC name "Acme Incorporated" because that implies that you are a Corporation. Likewise, your name cannot include "LLC" if you are a Corporation.
What is a Registered Agent?
A Registered Agent is also known as aResident Agent. Their job is to receive any legal correspondence sent to an LLC or Corporation after it is formed. Some small business owners serve as their own Registered Agents. But since a business's Registered Agent name and contact information is publicly listed, many prefer the privacy of using a third party company as their Registered Agent. Thirdparty Registered Agents typically charge an annual fee, and they simply forward any legal correspondence received on behalfof their clients. If you hire a third party Registered Agent but then later choose not to renew, it is important to rememberto update your Registered Agent records with the state so that your business never misses any legal correspondence intendedfor it.
Does a formation filing expire?
Generally, the state your filing is with will require some type of annual renewal from you for your LLC Formation or Incorporation filing to remain in good standing. This makes it important that if you change addresses, you notify the Secretary of State's office in the state of your filing to ensure that any correspondence or notifications from them get to you.
Do I need to complete the formation filing before I can begin doing business as "LLC" or "Inc."?
Yes. If you haven't successfully filed an LLC Formation or Incorporation, your business is not an LLC or Corporation so your business name cannot contain "LLC" or "Inc." Likewise, most banks will not allow you to open an account for a business with "LLC" or "Inc." in the name if you cannot provide documentation of a successful formation filing in that name.
What steps are involved in the formation filing?
While the steps involved in an LLC Formation or Incorporation filing vary for each state, the main steps are usually:
- • Complete and submit the LLC Formation or Incorporation Application on this site.
- • We review the provided information, research existing name usage where applicable, and prepare the required government paperwork. We send the prepared paperwork to you via fax, e-mail, or mail for your review and signature(s).
- • Sign and return the documents to us for filing.
- • We file all necessary papers with the applicable agency and submit payment for fees to them on your behalf.
- • We monitor the status of the filing and once complete, we coordinate any required publishing and submit payment to the publications on your behalf.
- • We send you a record of the successful filing and any publication documents for your records.
What are the publication requirements?
Like all filing requirements, publication requirements vary by state. Some states require that the formation filing is announced in specific newspapers for a specific timeframe. In some cases states even require proof of that publication. SimpleFilings's service includes the completion of any publication requirements as part of your formation filing, with the exception of the state of New York. For LLC formations or incorporations in New York, you must complete your own publication requirements.
Do I need a Federal Tax ID (EIN) before forming my LLC or incorporating?
Typically, it is the other way around. You first form your LLC or Incorporate at the state level, then obtain your Federal Tax ID at the federal level, because the federal level sometimes validates your application against the state databases. So for example, if you apply for a Federal Tax ID as "Acme Incorporated" without finishing your Incorporation filing with the state first, your Federal Tax ID application may well get rejected. SimpleFilings offers fast and secure solutions for both filings. For more information on obtaining a Federal Tax ID, please click here.
When do I need to obtain a Federal Tax ID (EIN)?
A business generally needs to obtain a Federal Tax ID if any of the following are true: the business has just formed an LLC or Incorporated; there are one or more employees; a business bank account is needed; or corporate credit is needed. For more information on obtaining a Federal Tax ID, please click here.
How long does it take to complete an LLC formation or incorporation filing?
This varies for each state. In some, we can have it completed for you in as little as one week, in others it can take up to 8 weeks. You can stay updated on the status of your order 24 hours a day. Simply enter your transaction ID on the Existing Customers page or contact us.
Can an LLC formation or incorporation filing be expedited?
We don't currently offer an expedited filing for this service.
Why use SimpleFilings to form my LLC or corporation?
We are experienced at the document preparation and filing processes for forming LLCs and incorporating in all 50 states. After receiving your application and any necessary signatures, we handle all communications with the state and contact you only when necessary to expedite your formation filing. During the entire process you can view your order status online or utilize e-mail or phone support to be updated as often as you like for no extra charge. Using this method compared to working with an attorney can save you thousands of dollars and get you back to focusing on your core business quicker.
What is the SimpleFilings service fee?
The fee for our document preparation and filing service varies from state to state because of differing filing requirements and fees that we pay on your behalf. To find out the fee for your state, please see our Fee Calculator.
How do I get started with the filing process?
SimpleFilings makes it easy to form your LLC or Incorporate. To use our document preparation and filing service, simply submit the LLC Formation or Incorporation Application to get started.
How do I check the status of my order?
To check the status of your order 24 hours a day, simply enter your transaction ID on the
How can I contact SimpleFilings?
You can e-mail us at LLCInc@SimpleFilings.com or by using the Contact Us page of this site. Our fax number is 866-687-7779, and our phone number is 866-762-1012. Business hours are Monday-Friday, 8am-5pm Central. Our specialists look forward to assisting you.
What happens after my order is complete?
SimpleFilings is a fast and securesolution for several of the most common new business filings, like LLC Formation or Incorporation, DBA Registration, andobtaining your Federal Tax ID. But there can be numerous other filings for you to perform both before and after starting business. As a courtesy, we've listed some below:
- • Internal administration - LLCs require fewer administrative formalities thanCorporations, but both require some. For example, LLCs must write and keep a document called an Operating Agreement whichoutlines basic ownership and management information. Many books have been written on the subject of LLC and Corporationadministration, and they often include useful document templates. Find them at your library or bookstore.
- • Federal government filings - The IRS needs to know how to tax your newbusiness. Filing forms such as IRS 8832, IRS 2553, and IRS 1023 can accomplish this. Other IRS filings, and filings withother Federal government agencies may be required as well. Local tax professionals can be good sources of information onthis.
- • State government filings - Each state you do business in will have filingrequirements such as state tax ID numbers, state tax returns, foreign business entity registration (if it is not thestate you formed your LLC or Incorporated in), and annual business entity reports. Offices in each state such as theSecretary of State and Department of Revenue can help you determine which ones apply to your business.
- • Local government filings - Each local jurisdiction you do business in may havefiling requirements such as licenses, permits, etc. Offices in each jurisdiction such as the County Courthouse and CityHall can help you determine which ones apply to your business.
- • Insurance and trade requirements - Depending on the nature of your business,other non-government filings such as obtaining insurance may be necessary to comply with all applicable laws. Consultyour insurance agent and applicable trade association.
Starting and running a business is a richly rewarding but never-ending process, and the responsibility for research andcompliance is solely yours. But remember that the profits are solely yours as well.
Toll Free Forwarding Service
Click on the questions below to learn more about this service.
How does the service work?
Our service works through toll-free forwarding. This method eliminates the need for you to install a separate phone line and buy expensive equipment. Toll-free forwarding works like any other telephone forwarding service:
- 1. A caller dials your dedicated toll-free phone number.
- 2. The call reaches our switching center where it is instantly forwarded to the destination number you choose - this can be your cell phone, home phone, or the phone at your lakeside cottage.
- 3. The destination phone number rings just as if it was dialed directly, complete with Caller ID and the ability to go to voicemail. The caller never knows they were forwarded.
Can I have the calls go to my cell phone?
Yes. We're one of the few toll free forwarding services that provide forwarding to cellular phones.
Will the service work with a fax machine?
Yes. Just make the destination number your fax machine number. Faxes to your toll free number will then arrive at your fax machine.
How long does it take for my toll free number to work?
In most cases your number will be set up and working within one business day.
How many calls can I get at one time?
Your toll free number will accept as many calls as your forwarding destination number can accept at one time. If you are forwarding to your cell phone and can receive two calls at once, your toll-free number can receive two calls at once. Additional calls will still be forwarded but would go to your destination number's voicemail, if applicable.
Can other countries call my use toll-free number?
Toll-free numbers can be called from all fifty states, Canada, and Puerto Rico. Other countries have their own toll-free number exchanges and they cannot call a toll free number in the United States.
Can I change where my toll-free numbers forward to?
Yes. You can submit a request to change your forwarding destination number 24 hours a day by logging into the Existing Customers page or contact us. The request can be completed within one business day.
How long does it take for forwarding to a new destination number to work?
The request should be completed in one business day. If it takes any longer than this, please contact us.
Can I have my toll-free number forward to multiple phones?
No, your-toll free number can only be forwarded to one destination phone number at a time. But if the service at your destination phone number has call forwarding capability, you can forward to another number if desired.
Is there a voicemail option?
There is no new voice mail that you need to manage just for your toll-number. The existing voice mail at your forwarding destination number is all that's needed.
Does Caller ID work with my toll-free number?
Yes. And in fact, your toll-free number automatically unblocks all blocked Caller IDs that dial your toll-free number.
How much does it cost?
There are 3-month, 6-month, and 1-year prepaid plans available.
The 3-month plan is one payment of $60 for 100 minutes per month for 3 months.
The 6-month plan is one payment of $120 for 100 minutes per month for 6 months.
The 1-year plan is the best deal. It is one payment of $215 for 100 minutes per month for 12 months.
With all plans, any additional minutes used are charged monthly to the card on file at 5.9 cents per minute.
How will I be billed?
There are no hidden fees or fine print. You are billed according to the simple terms of the plan that you select. To view your plan's terms, log in at the bottom of the Existing Customers page.
For pre-paid plans, you are charged up front for multiple months of use. For older pay-as-you-go / month-to-month plans, the card on file is charged monthly. For all plans, any overage minute usage is billed monthly. However, overage minutes are generally rare.
Can I change my credit card on file?
Yes, you can securely update your credit card on file. Simply by log into the Existing Customers page of this site or contact us.
How do I change or cancel my plan?
Simply contact us to change your plan or cancel your service.
Federal S-Corporation Election Filing Service
Click on the questions below to learn more about this service.
What is an S-Corporation?
Also known as an S-Corp, an S-Corporation is a business that has both incorporated and then additionally registered for S-Corporation status.
The typical for-profit Corporation (also known as a C-Corp) pays federal corporate income tax, and then its owners (shareholders) also pay federal income taxes on the income they receive from the Corporation. This is known as double taxation.
But S-Corporations avoid double taxation and instead receive pass-through taxation from the IRS. This means that S-Corporations pay no federal income taxes. Instead, all business income is recognized as the personal income of the owners.
What does the S in S-Corporation stand for?
The S in S-Corporation stands for "small business". This comes from the requirement that an S-Corporation have no more than 100 owners.
How is an S-Corporation taxed?
The typical for-profit Corporation (also known as a C-Corp) pays federal corporate income tax, and then its owners (shareholders) also pay federal income taxes on the income they receive from the Corporation. This is known as double taxation.
S-Corporations enjoy the benefits of Corporations, but with the double taxation. S-Corporations receive pass-through taxation from the IRS, meaning that they pay no federal income taxes. Instead, all business income is recognized as the personal income of the owners.
For comparison, LLCs, General Partnerships, and Sole Proprietorships also receive federal pass-through taxation.
What is double taxation?
Double taxation refers to the process by which a typical for-profit Corporation pays federal corporate income tax, and then its owners also pay federal income tax on the income they take from the Corporation.
What is pass-through taxation?
Pass-through taxation refers to the taxation of business entities like S-Corporations, LLCs, General Partnerships, and Sole Proprietorships, whereby the business pays no income tax. Instead all income passes through the business to the owners, and the owners pay taxes on it.
Will both the IRS and my state grant my business pass-through taxation if I register it as an S-Corporation?
Securing pass-through taxation from the IRS requires only one simple S-Corporation election filing you can conduct right here.
How to get pass-through taxation at the state level depends on the laws of your state. Some states grant your business pass-through taxation if you simply register the federal S-Corporation election. Some states require an additional filing directly with them to classify your business as an S-Corporation. Other states do not recognize S-Corporation status at all. You are responsible for researching and fulfilling your own state's requirements if you desire pass-through taxation at the state level.
Who may elect to be an S-Corporation?
Generally, you must have already incorporated and obtained a Federal Tax ID. Both of these filings are also services provided by SimpleFilings if you request them. After that, you are responsible for ensuring that you meet the following S-Corporation requirements before you file for the election:
(From the instructions for IRS Form 2553, Who May Elect section, revised December 2007)
A corporation or other entity eligible to elect to be treated as a corporation may elect to be an S corporation only if it meets all the following tests.
• It is (a) a domestic corporation, or (b) a domestic entity eligible to elect to be treated as a corporation, that timely files Form 2553 and meets all the other tests listed below. If Form 2553 is not timely filed, see Relief for Late Elections on page 2.
• It has no more than 100 shareholders. You can treat a husband and wife (and their estates) as one shareholder for this test. You can also treat all members of a family (as defined in section 1361(c)(1)(B)) and their estates as one shareholder for this test. For additional situations in which certain entities will be treated as members of a family, see Notice 2005-91, 2005-51 I.R.B. 1164. All others are treated as separate shareholders. For details, see section 1361(c)(1).
• Its only shareholders are individuals, estates, exempt organizations described in section 401(a) or 501(c)(3), or certain trusts described in section 1361(c)(2)(A).
For information about the section 1361(d)(2) election to be a qualified subchapter S trust (QSST), see the instructions for Part III. For information about the section 1361(e)(3) election to be an electing small business trust (ESBT), see Regulations section 1.1361-1(m). For guidance on how to convert a QSST to an ESBT, see Regulations section 1.1361-1(j)(12). If these elections were not timely made, see Rev. Proc. 2003-43, 2003-23 I.R.B. 998.
• It has no nonresident alien shareholders.
• It has only one class of stock (disregarding differences in voting rights). Generally, a corporation is treated as having only one class of stock if all outstanding shares of the corporation's stock confer identical rights to distribution and liquidation proceeds. See Regulations section 1.1361-1(l) for details.
• It is not one of the following ineligible corporations.
a. A bank or thrift institution that uses the reserve method of accounting for bad debts under section 585.
b. An insurance company subject to tax under subchapter L of the Code.
c. A corporation that has elected to be treated as a possessions corporation under section 936.
d. A domestic international sales corporation (DISC) or former DISC.• It has or will adopt or change to one of the following tax years.
a. A tax year ending December 31.
b. A natural business year.
c. An ownership tax year.
d. A tax year elected under section 444.
e. A 52-53-week tax year ending with reference to a year listed above.
f. Any other tax year (including a 52-53-week tax year) for which the corporation establishes a business purpose.For details on making a section 444 election or requesting a natural business, ownership, or other business purpose tax year, see the instructions for Part II.
• Each shareholder consents as explained in the instructions for column K.
See section 1361, 1362, and 1378, and their related regulations for additional information on the above tests.
A parent S corporation can elect to treat an eligible wholly-owned subsidiary as a qualified subchapter S subsidiary. If the election is made, the subsidiary's assets, liabilities, and items of income, deduction, and credit generally are treated as those of the parent. For details, see Form 8869, Qualified Subchapter S Subsidiary Election.
Can an LLC elect S-Corporation taxation?
Yes, for taxation reasons too complicated to explain here, an LLC may sometimes decide that it desires to be treated by the IRS as an S-Corporation. To do so, it can complete the S-Corporation Election application here. It may also need to complete an Entity Classification Election, IRS form 8832.
What does "election" mean in S-Corporation election?
The highest-ranking officer of the business and all business owners must sign the application, in effect all unanimously "voting" for it. So they are all "electing" or "choosing" S-Corporation status.
Does the application have any specific business name requirements?
There are no name requirements unique to S-Corporations. Rather, if the entity applying is a Corporation, the standard corporate name requirements apply. For example, it must contain an appropriate corporate indicator such as Inc., Incorporated, Corporation, etc.
For LLCs electing S-Corporation taxation, the standard LLC name requirements apply. For example, it must contain an appropriate LLC indicator such as LLC, Limited, Limited Liability Company, etc.
What steps are involved in the federal S-Corporation election filing?
First, complete our simple one-page online application. Then provide payment for our sservice on the secure checkout page. We immediately prepare your IRS Form 2553 documents and display them on the next page to be signed by your business's highest ranking officers and all its owners. All signatures can be provide online immediately. If all required signators are not present, they can visit our Existing Customers page at any time to provide their signatures. Upon receipt of the final required signature, we fax your signed forms to the IRS, usually within one business day. We then send you an e-mail confirming that we have done so and that concludes our service on the order.
Then within 60 days, the IRS will send you a postal mail informing you of the acceptance or non-acceptance of your election and when it will take effect.
Or, if the mail from the IRS indicates non-acceptance of your election, you can amend your IRS form 2553 as necessary and resubmit it to the IRS. For help, feel free to contact us.
If it has been more than 60 days since your election was submitted and you still have not received an IRS notice of acceptance or non-acceptance, you can follow up with the IRS by calling 800-829-4933.
What if I get a notice of non-acceptance from the IRS?
Within 60 days of submission of an S-Corporation election filing to the IRS, the IRS should mail you a notice of the acceptance or non-acceptance. If they indicate non-acceptance, they will usually also indicate why, and it could be for any number of reasons.
You may have not yet completed your incorporation filing at the state level, which is a separate, pre-requisite filing. You may have failed to provide some required information. You may have accidentally have mis-typed some information. Or you may not have signed immediately, causing the effective date you requested on your application to then fall outside of the acceptable range of dates.
In most circumstances, corrections are possible. Simply amend your IRS form 2553 as necessary and resubmit it to the IRS. For help, feel free to contact us. And note that you are even able to file IRS form 2553 with your first IRS form 1120S tax return. Upon any resubmission however, note that you may need to additionally complete the notes section on page 1 of IRS form 2553, under sections H and I.
Do I need to incorporate before filing my election?
Yes. An Incorporation or LLC Formation must be completed with the state prior to the filing of a S-Corporation election with the IRS. These are all filings that SimpleFilings can provide upon request.
Do I need to have a Federal Tax ID before I file?
Yes. The federal S-Corporation election application requires a Federal Tax ID, also known as an Employer Identification Number. The Federal Tax ID must be specifically for the Corporation or LLC that is applying for S-Corporation status. If you do not already have Federal Tax ID, SimpleFilings can assist you in filing for one upon request.
How long does the S-Corporation election filing take?
After providing all required signatures, which you can do easily online, we will submit your election to the IRS often within one same business day, and send you an e-mail confirming that we have done so. Then within 60 days, the IRS will send you a postal mail informing you of the acceptance or non-acceptance of your election and when it will take effect.
If it has been more than 60 days since your election was submitted and you still have not received an IRS notice of acceptance or non-acceptance, you can follow up with the IRS by calling 800-829-4933.
Can a filing be expedited?
No, it is the same turnaround time for everyone. We are usually able to submit your election to the IRS within one business day of receiving all required signatures, and the IRS should mail you a notice of acceptance or non-acceptance within 60 days of that.
Does a filing expire?
Once an S-Corporation election is accepted by the IRS, it stays in effect until it is terminated or revoked.
Why use SimpleFilings for the filing?
We are experienced at the document preparation and filing process for electing federal S-Corporation status. We turn what can be an otherwise complicated and confusing filing into a smooth and simple experience. During the process you can view your order status online or utilize e-mail or phone support to be updated as often as you like for no extra charge. And ultimately, we get you back to focusing on your core business quicker.
What is the SimpleFilings service fee?
Please visit our Fee Calculator to view the flat fee for our document preparation and filing service for the federal S-Corporation election.
How do I get started with the filing process?
SimpleFilings makes it easy to file your federal S-Corporation election. Simply submit the application to get started.
How do I check the status of my order?
To check the status of your order 24 hours a day, simply enter your transaction ID on the Existing Customers page of this site. Your transaction ID can be found on your receipt e-mail. If you cannot locate your receipt e-mail or transaction ID, please contact us.
How can I contact SimpleFilings?
You can e-mail us at support@SimpleFilings.com or by using the Contact Us page of this site. Our fax number is 866-687-7779, and our phone number is 866-659-5246. Business hours are Monday-Friday, 8am-5pm Central excluding holidays. Our specialists look forward to assisting you.
What happens after my order is complete?
SimpleFilings is a fast and securesolution for several of the most common new business filings, like LLC Formation or Incorporation, DBA Registration,obtaining your Federal Tax ID, and federal S-Corporation elections. But there may be other filings for you to perform bothbefore and after starting your business. As a courtesy, we've listed some below:
- • Internal administration - LLCs require fewer administrative formalities than Corporations, but both require some. For example, LLCs must write and keep a document called an Operating Agreement which outlines basic ownership and management information. Many books have been written on the subject of LLC and Corporation administration, and they often include useful document templates. Find them at your library or bookstore.
- • Federal government filings - The IRS needs to know how to tax your new business. Filing forms such as IRS 8832, IRS 2553, and IRS 1023 can accomplish this. Other IRS filings, and filings with other Federal government agencies may be required as well. Local tax professionals can be good sources of information on this.
- • State government filings - Each state you do business in will have filing requirements such as state tax ID numbers, state tax returns, foreign business entity registration (if it is not the state you formed your LLC or Incorporated in), and annual business entity reports. Offices in each state such as the Secretary of State and Department of Revenue can help you determine which ones apply to your business. Also, remember that some states that offer S-Corporation taxation require separate S-Corporation election filings at the state level.
- • Local government filings - Each local jurisdiction you do business in may have filing requirements such as licenses, permits, etc. Offices in each jurisdiction such as the County Courthouse and City Hall can help you determine which ones apply to your business.
- • Insurance and trade requirements - Depending on the nature of your business, other non-government filings such as obtaining insurance may be necessary to comply with all applicable laws. Consult your insurance agent and applicable trade association.
Starting and running a business is a richly rewarding but never-ending process, and the responsibilityfor research and compliance is solely yours. But remember that the profits are solely yours as well.
Change of Address (IRS) Filing Service
Click on the questions below to learn more about this service.
Who all does this filing change my address with?
This service is for a filing that updates your address with the federal Internal Revenue Service only. There is no known single address change filing that will update your address in everyone's records. So you must separately notify all other agencies - federal, state, and local - with whom you want to update your address. For example, you might want to also notify state taxation agencies, the post office, etc.
Why would I want to update my address with the IRS?
You should notify the IRS of any address change to ensure you receive any future IRS refund or correspondence. For example, if the IRS tries to send you a notice of deficiency or a notice and demand for tax, and you fail to receive those notices because of an incorrect address, the IRS will still assess and accrue penalties and interest as if you had received them.
I want to update the address for my Federal Tax ID (EIN). How do I do that?
Federal Tax IDs are issued by theIRS, and the 8822 is the document to file to update their addresses. To use our service to prepare and file the 8822,
Why use SimpleFilings?
SimpleFilings is designed to save you time and headache. No longer do you have to comb through long, multi-purpose government documents or websites to determine which parts of them apply to you. Our intelligent forms are shorter and simpler because they only ask questions that apply to you, and each question has a helpful explanation right next to it. Then we prepare your government documents of choice, provide them for your signature, and even file them for you after you've signed.
What steps are involved in the Change of Address filing?
To use our document preparation and filing service:
•Complete and submit the Change of Address (IRS) Application on this site.
•We prepare IRS form 8822 and provide it for your review and signature.
•Sign the document. In the case of a couple filing jointly, both spouses must sign.
•We mail the document to the IRS. Which IRS office we mail it to is determined by the old address you provide on your filing.
•Some documents can take the IRS 60 days to process, and you may not receive a confirmation from the IRS for this filing. But if you would like to follow up with them, please wait 60 days before calling 800-829-4933.
•Take care to separately inform any other applicable agencies of your new address, such as the post office, state taxation agencies, etc. This filing is only to update the IRS's records.
What if I want to change both my home and business addresses?
The IRS requires two 8822 documents in this case, so you must place two separate orders on our site. One to update the home address tied to your Social Security Number, and one to update the business address tied to your business's Federal Tax ID (EIN). Each order will result in one 8822 document.
I'm a sole proprietor with a Federal Tax ID (EIN) for my sole proprietorship. I want to update both the home address tied to me as an individual, and the business address tied to my sole proprietorship. How do I do this?
The IRS asks for only one type of address change per document. So you can place two separate orders on our site. One to update the home address tied to your Social Security Number, and one to update the business address tied to your sole proprietorship's Federal Tax ID (EIN). Each order will result in one 8822 document.
What if I want to change both my business mailing address and my business location address?
This can be done in one order. Simply select the option to change both on our form, and the resulting 8822 document will serve to change both addresses.
What if I also want this to affect the address of children in my home who file tax returns?
The IRS asks for only one entity's address change per document. So if you have children in your home that file separate IRS tax returns, and you would like the address change to affect them as well, you can place two separate orders on our site. One to update your address, and one to update the address of the child that files separate returns.
What if I am a representative wanting to sign on behalf of another taxpayer?
If you are a representative who wants to sign for another taxpayer the IRS wants you to file a form 2848 Power of Attorney with your form 8822 Change of Address. Our site cannot currently accommodate this scenario, so you will need to prepare and file your own forms.
Are there any address formatting requirements?
•Be sure to specify any apartment number or suite numbers in the space provided.
•Entering a PO box is only acceptable if your post office doesn't deliver to your street address.
•We cannot accommodate foreign addresses at this time.
•If a third party such as an accountant or attorney receives your mail for you, enter an in-care-of address as follows. In the address field, enter "C/O" followed by the third party's name and address.
What if I or my spouse have also changed our names due to marriage, divorce, etc.?
Simply enter the prior name(s) where asked for on the application. Also, remember that you must separately notify any other agencies that you wish to inform of your name change, such as the Social Security Administration, state taxation agencies, etc.
Does my business need to have a Federal Tax ID before I file to change its address?
Yes, a Federal Tax ID is required to use this filing to change a business's address in the IRS's records. Also known as an Employer Identification Number (EIN), a Federal Tax ID is like a Social Security Number for your business. It is a unique 9 digit number (ex. 12-3456789) that the IRS and other federal agencies use to identify your business for tax filing and other purposes.
How long does the Change of Address filing take?
After we prepare your Change of Address document and you provide us with your signature on it, we send it to the IRS for filing. Once the IRS receives it, they require up to 30 days for processing, and they do not send a confirmation when done. But if you would like a final confirmation of the IRS's acceptance of your Change of Address filing, please wait approximately 33 days from the time that you signed your document, then you may call the IRS at 800-829-4933. Any sooner than that, and their system may not yet be updated with the change.
What is the SimpleFilings service fee?
Please visit our Fee Calculator to view the flat fee for our document preparation and filing service for the IRS Change of Address filing.
How do I get started with the filing process?
SimpleFilings makes it easy to file your Change of Address with the IRS. Simply submit our application page to get started.
How do I check the status of my order?
To check the status of your order 24 hours a day, simply enter your transaction ID on the Existing Customers page of this site. Your transaction ID can be found on your receipt e-mail. If you cannot locate your receipt e-mail or transaction ID, please contact us.
How can I contact SimpleFilings?
You can e-mail us at support@SimpleFilings.com or by using the Contact Us page of this site. Our fax number is 866-687-7779, and our phone number is 866-659-5246. Business hours are Monday-Friday, 8am-5pm Central excluding holidays. Our specialists look forward to assisting you.
What happens after my order is complete?
Remember that this filing only updates your address with the IRS. You may also want to update your address with other federal, state, and local agencies, which you must do separately.
Entity Classification Election Filing Service
Click on the questions below to learn more about this service.
What is an Entity Classification Election?
An Entity Classification Election is a filing submitted to the federal Internal Revenue Service (IRS) to tell them how to tax your business entity. For example, a single owner Limited Liability Company (LLC) may file to tell the IRS to tax them like a Sole Proprietorship. Or that same LLC may file to tell the IRS to tax them like a Corporation. Please note that the document preparation and filing service we offer for this election is only for newly-formed LLCs in particular.
What types of entities make this election?
Eligible Limited Liability Companies (LLCs), partnerships, sole proprietorships, and foreign entity types can make this election with the IRS. But the document preparation and filing service we offer for this election is only for newly-formed LLCs in particular.
What does the election accomplish?
The Limited Liability Company (LLC) entity type is flexible on how it can be taxed. It can be taxed like a Sole Proprietorship or Partnership (depending on if it has one owner or multiple), or it can be taxed like a Corporation. This election serves to tell the Internal Revenue Service which one of those options the LLC chooses.
Are there any default elections?
If a Limited Liability Company (LLC) does not file an Entity Classification Election, the Internal Revenue Service (IRS) will assume that it wants to be taxed it like a Sole Proprietorship if it has one owner, or that it wants to be taxed like a Partnership if it has multiple owners. Many business owners however do not want to leave something as financially important as their federal taxation up to assumption, so they file the Entity Classification Election to specify their election to the IRS and have a paper record of it.
What is a "disregarded entity"?
Most commonly, Disregarded Entity is the IRS's term for LLCs that have only one owner, and that elect to be taxed like a Sole Proprietorship.
But another more technical way to define it is as a registered business entity that is separate from its individual owner for liability purposes, and that is federally taxed through the individual owner's personal tax return, on Schedule C.
What is a "member"?
Member is the LLC term for owner. So a Single-Member LLC is has only one owner, and a Multi-Member LLC has two or more owners.
What does "election" mean?
Election in this context means choice. So an Entity Classification Election is a business's choice of entity classification, which in turn determines how the IRS taxes them.
Who is the election filed with?
Entity Classification Elections are filed with the federal Internal Revenue Service (IRS). In particular, they are filed by mail with either the Cincinnati, Ohio office or the Ogden, Utah office, depending on the primary address of the business making the election.
How is an LLC taxed?
The Limited Liability Company (LLC) entity type is flexible on how it can pay taxes to the federal government. It can pay taxes like a Sole Proprietorship, a Partnership, a Corporation, or even like an S-Corporation. With Sole Proprietorships, Partnerships, and S-Corporations, business income is taxes as the personal income of the owners. With a Corporation, the Corporation itself pays taxes on its income, and additionally, the owners are taxed on income they take from the Corporation. The Entity Classification Election is the filing an LLC makes to tell the IRS how it wishes to be taxed.
What is double taxation?
Double taxation refers to the process by which a typical for-profit Corporation (or an LLC electing to be taxed like a Corporation) pays federal corporate income tax. Because in addition to the business paying income tax, its owners also pay federal income tax on the income they take from the Corporation (or from the LLC electing to be taxed like a Corporation).
What is pass-through taxation?
Pass-through taxation refers to the taxation of business entities like S-Corporations, many LLCs, General Partnerships, and Sole Proprietorships, whereby the business pays no income tax. Instead all income passes through the business to its owners, and the owners pay taxes on it.
Can an LLC elect S-Corporation taxation?
Yes, for taxation reasons too complicated to explain here, an LLC may sometimes decide that it desires to be taxed by the IRS like an S-Corporation. To do so, it can file an S-Corporation Election, and it may also need to file an Entity Classification Election.
Does the application have any specific business name requirements?
The name of the LLC should be entered exactly as it is on the LLC's Articles of Formation of equivalent formation documents filed with the state. In general, it must contain an appropriate LLC-type indicator such as LLC, Limited, or Limited Liability Company. And it cannot contain an indicator for a different business entity type such as Inc. or Corp.
What steps are involved in the Entity Classification Election filing?
First, complete our simple one-page online application. Then provide payment for our service on the secure checkout page. We immediately prepare your IRS Form 8832 documents and provide them for your signature. Upon receipt of the required signature, we fax your signed forms to the IRS, usually within one business day. We then send you an e-mail confirming that we have done so and that concludes our service on the order.
Then within 60 days, the IRS will send you a postal mail informing you of the acceptance of your election and when it will take effect.
Or, if the mail from the IRS indicates non-acceptance of your election, you can amend your IRS form 8832 as necessary and resubmit it to the IRS. For help, feel free to contact us.
If it has been more than 60 days since your election was submitted and you still have not received an IRS notice of acceptance or non-acceptance, you can follow up with the IRS by calling 800-829-0115.
What if I get a notice of non-acceptance from the IRS?
Within 60 days of an Entity Classification Election filing to the IRS, the IRS should mail you a notice of acceptance or non-acceptance. If they indicate non-acceptance, they will usually also indicate why, and it could be for any number of reasons.
You may have not yet completed your LLC formation filing at the state level, which is a separate, pre-requisite filing. You may have failed to provide some required information. Or you may have accidentally have mis-typed some information.
In most circumstances, corrections are possible. Simply amend your IRS form 8832 as necessary and resubmit it to the IRS. For help, feel free to contact us.
Do I need to complete my LLC Formation filing before filing my LLC's Entity Classification Election?
Yes. LLC Formation must be completed with the state prior to the filing of an Entity Classification Election for that LLC with the IRS. These are all filings that SimpleFilings can assist with upon request.
Do I need to have a Federal Tax ID before I file?
Yes. The Entity Classification Election application requires a Federal Tax ID, also known as an Employer Identification Number. The Federal Tax ID must be specifically for the LLC that is applying. If you do not already have Federal Tax ID, SimpleFilings can assist you in filing for one upon request.
How long does the Entity Classification Election filing take?
After providing all required signatures, we will submit your election to the IRS often within one same business day, and send you an e-mail confirming that we have done so. Then within 60 days, the IRS will send you a postal mail informing you of the acceptance or non-acceptance of your election and when it will take effect.
If it has been more than 60 days since your election was submitted and you still have not received an IRS notice of acceptance or non-acceptance, you can follow up with the IRS by calling 800-829-0115.
Can a filing be expedited?
No, it is the same turnaround time for everyone. We are usually able to submit your election to the IRS within one business day of receiving all required signatures, and the IRS should mail you a notice of acceptance or non-acceptance within 60 days of that.
Does a filing expire?
Once an Entity Classification Election is accepted by the IRS, it stays in effect until it is changed, terminated, or revoked.
Why use SimpleFilings for the filing?
We are experienced at the document preparation and filing process for Entity Classification Elections. We turn what can be an otherwise complicated and confusing filing into a smooth and simple experience. During the process you can view your order status online or utilize e-mail or phone support to be updated as often as you like for no extra charge. And ultimately, we get you back to focusing on your core business faster.
What is the SimpleFilings service fee?
Please visit our Fee Calculator to view the flat fee for our document preparation and filing service for the Entity Classification Election filing service.
How do I get started with the filing process?
SimpleFilings makes it easy to file your Entity Classification Election. Simply submit the application to get started.
How do I check the status of my order?
To check the status of your order 24 hours a day, simply enter your transaction ID on the Existing Customers page of this site. Your transaction ID can be found on your receipt e-mail. If you cannot locate your receipt e-mail or transaction ID, please contact us.
How can I contact SimpleFilings?
You can e-mail us at support@SimpleFilings.com or by using the Contact Us page of this site. Our fax number is 866-687-7779, and our phone number is 866-659-5246. Business hours are Monday-Friday, 8am-5pm Central excluding holidays. Our specialists look forward to assisting you.
What happens after my order is complete?
SimpleFilings is a fast and secure solution for several of the most common new business filings, like LLC Formation or Incorporation, DBA Registration, and obtaining your Federal Tax ID. But there may be other filings for you to perform both before and after starting your business. As a courtesy, we've listed some below:
• Internal administration - LLCs require fewer administrative formalities than Corporations, but both require some. For example, LLCs must write and keep a document called an Operating Agreement which outlines basic ownership and management information. Many books have been written on the subject of LLC and Corporation administration, and they often include useful document templates. Find them at your library or bookstore.
• Federal government filings - The IRS needs to know how to tax your new business. Filing forms such as IRS 8832, IRS 2553, and IRS 1023 can accomplish this. Other IRS filings, and filings with other Federal government agencies may be required as well. Local tax professionals can be good sources of information on this.
• State government filings - Each state you do business in will have filing requirements such as state tax ID numbers, state tax returns, foreign business entity registration (if it is not the state you formed your LLC or Incorporated in), and annual business entity reports. Offices in each state such as the Secretary of State and Department of Revenue can help you determine which ones apply to your business. Also, remember that some states that offer S-Corporation taxation require separate S-Corporation election filings at the state level.
• Local government filings - Each local jurisdiction you do business in may have filing requirements such as licenses, permits, etc. Offices in each jurisdiction such as the County Courthouse and City Hall can help you determine which ones apply to your business.
• Insurance and trade requirements - Depending on the nature of your business, other non-government filings such as obtaining insurance may be necessary to comply with all applicable laws. Consult your insurance agent and applicable trade association.
Starting and running a business is a richly rewarding but never-ending process, and the responsibility for research and compliance is solely yours. But remember that the profits are solely yours as well.
Social Security Card Application Preparation Service
Click on the questions below to learn more about this service.
Why use SimpleFilings?
We are experienced in document preparation for Social Security Card applications, and we make the process a smooth and simple experience. A multi-purpose government form is transformed into a brief online questionnaire with questions that change based on information you provide. Then we prepare your SS-5 application form and deliver it to you with a customized set of instructions on how, when, and where you can mail or file your application locally to request your Social Security Card. So ultimately, you spend less time to become familiar with something that most people will only ever need to do once.
How can I acquire a card for free?
You can obtain an empty SS-5 document at http://www.ssa.gov/, study the form and instructions, prepare the document yourself, and research your filing requirements, all for free. Or you can allow our service to do it for you.
We've put our experience to work by simplifying and de-mystifying the application process. And most importantly, we've personalized it. We give you all of the information you need, and none of the information you don't. Everything you see applies to you, based on the information you provide
We've taken an exacting and variable process, and distilled it down to a prepared application document and a simple set of instructions, all customized for your situation. So when you complete your filing with the Social Security Administration, you'll be confident that you're doing it correctly the first time.
What is the SimpleFilings service fee?
Please visit our Fee Calculator to view the fee for our document preparation service for the Social Security Card application document.
How can I contact SimpleFilings?
You can e-mail us at support@SimpleFilings.com or by using the Contact Us page of this site. Our fax number is 866-687-7779, and our phone number is 866-659-5246. Business hours are Monday-Friday, 8am-5pm Central excluding holidays. Our specialists look forward to assisting you.
What is the Social Security Card filing process?
The first step is to complete an SS-5 application document, which you can do on your own or with our application preparation service. The next step is to gather original or certified copies of your supporting evidence documents. Different documents are required in different situations, and our service includes customized filing instructions which will itemize for your which documents your situation requires. The last step is to submit your SS-5 and supporting evidence documents to a specific Social Security Administration office in your area, which you can usually do by mail. After you have done so, the Social Security Administration will return your supporting evidence documents to you and deliver your new Social Security Card by mail. Their stated delivery time is 10-14 days, though it can sometimes take 4-6 weeks or more depending on the work load of your local SSA office.
What will SimpleFilings send me?
Upon completion of your order, SimpleFilings will e-mail you a link to a secure page containing your prepared SS-5 application document, as well as customized filings instructions that will explain exactly how, when, and what local SSA office to file with to request your Social Security Card. You can print the materials, or if you don’t have access to a printer, you can request for SimpleFilings to mail them to you at no additional charge. Your new card is not mailed to you by SimpleFilings. The Social Security Administration will mail your new card to you directly, once you have completed all of the steps in the customized filing instructions that SimpleFilings will prepare for you, based on the information you provide.
Why can't the whole process be completed online?
Applying for a new, replacement, updated, or corrected Social Security Card requires a number supporting evidence documents such as a driver's license. The SSA specifically requires those evidence documents to be either originals or certified copies. Therefore, the evidence documents cannot be uploaded. You must mail them to the SSA, or present them in person. The SimpleFilings process is designed to assist you with your application, to remove confusion and save time by reducing mistakes.
Why do I need to file with the Social Security Administration to get my card?
Since filing the Application for a Social Security Card also requires submitting numerous personal evidence documents (described above), we only offer an application document preparation service for social security cards. You must take the prepared application and complete the filing directly with the Social Security Administration to request your social security card. However, as an added service to our application document preparation, we also prepare and provide you with clear, customized filing instructions which are tailored to your specific filing situation, based on the information you provide. In this way, you not only get confidence that comes with using our service; you also get the peace of mind that comes with retaining the privacy of your personal evidence documents.
How do I get started?
If you choose to use our services, navigate to our form assistant page to get started. Upon submittal and payment, we'll prepare your official SS-5 form and present it to you along with a customized set of instructions on how to complete the process directly with the Social Security Administration.
How do I check the status of my order?
To check the status of your order 24 hours a day, simply enter your transaction ID on the Existing Customers page of this site. Your transaction ID can be found on your receipt e-mail. If you cannot locate your receipt e-mail or transaction ID, please contact us.
What happens after my order is complete?
We will e-mail you a secure link to print or download your prepared SS-5 form, along with a customized set of instruction on how, where, and when to file it. We recommend the method of filing by postal mail to your local Social Security Administration (SSA) office, in order to avoid waiting in line. Though in some cases, you may need to file in person. Your customized instructions will specify which method(s) you qualify for. Whichever way you file, you must supply the SSA with a number of "evidence documents" along with your SS-5, to verify your identity and date of birth, establish citizenship if applicable, etc. Your instructions will give more details on the exact types of documents you will need to submit.
It's important to understand that this SimpleFilings service is an application document preparation service. To receive your Social Security Card, you must take the application document that is prepared on your behalf, and use it to finish your filing directly with the SSA.
Is my information secure?
Yes. The information you submit is secured using SSL encryption technology. The "s" in the "https://" at the start of the address of pages that collect or display your information is what identifies this security. Click here for more information about our data security practices.
What is a Social Security Card?
A Social Security Card displays your name and Social Security Number. It is issued by the Social Security Administration (www.ssa.gov) and is approximately the size of a business card. There are three types of cards:
- • The first type shows your name and Social Security Number and lets you work without restriction. It is issued to US citizens and people lawfully admitted to the US on a permanent basis.
- • The second type shows your name, number, and the statement "VALID FOR WORK ONLY WITH DHS AUTHORIZATION." It is issued to people with DHS permission to temporarily work in the US.
- • The third type shows your name, number, and the statement "NOT VALID FOR EMPLOYMENT". It is issued to non-citizens who are lawfully admitted to the US without DHS work authorization who have a valid reason for needing a Social Security Number.
When would I need a Social Security Card?
You're required to show a Social Security Card when starting a new job. Another common reason for needing a card is opening a new bank account.
Can I get a replacement if I've lost my card?
Yes. But if you continue to lose your card, there is generally a limit to how many replacement cards you can receive. That limit is 3 per year, and 10 per lifetime. But note that new cards issued due to changes in your legal name or work authorization do not count toward these limits.
Can I change or correct information on my card?
Yes. Last names often change due to marriage or divorce, and you may want your Social Security Card to reflect that. A change in citizenship is also a common reason to get an updated Social Security Card. You can also fix an incorrect spelling of your name or an incorrect date of birth on your card.
Can I help someone else get their Social Security Card?
If the applicant is 18 or older, and is physically and mentally capable, they must complete the application and filing process themselves. But if the applicant is under 18, a parent or legal guardian may sign the application for them. Or if the applicant is over 18 but not physically or mentally capable, a parent, legal guardian, or close relative may generally sign the application for them. Note that if someone does sign for the applicant, evidence documents will be required for the signer as well as for the applicant. See below for more information about evidence documents.
How long will it take to receive my card?
After we have finished preparing your SS-5 application document and filing instructions, your last step is to simply follow the filing instructions. After you complete your filing, you'll receive your Social Security Card in the mail directly from the Social Security Administration. Their stated delivery time is 10-14 days, though it can sometimes take 4-6 weeks or more depending on the work load of your local office.
What is an SS-5?
The SS-5 is a free application from the Social Security Administration for a Social Security Card. It is a multi-purpose form that needs to be filled out differently for different application scenarios. The SimpleFilings service is designed to simplify this process by asking you only questions that apply to your particular application scenario, and then preparing the SS-5 form for you based off of your answers. We'll also direct you to the exact local address you'll need to mail or take the prepared SS-5 to, and what else you'll need to include or bring with it to successfully complete the application process. If you wish to research the filing of this form without using our service, visit www.ssa.gov.
What are evidence documents?
Evidence documents are supporting documents that the Social Security Administration requires you to submit along with your SS-5 form, in order to prove various claims that you make on the SS-5.
Depending on your specific filing situation, evidence documents may be required to prove your age, identity, citizenship, immigration status, authority to sign for someone else, and/or a specific correction or change that you're requesting.
Not all documents are considered acceptable as evidence. Specific types of documents are accepted for each type of proof required, and more detail on this is given below. In addition, all evidence documents must be either originals or certified copies to be acceptable. See below for the definition of "certified copy".
The Social Security Administration will return all evidence documents that you submit, whether you apply in person or by mail, and whether the documents are originals or certified copies. The desire not to part with sensitive original documents leads many applicants to apply in person rather than by mail.
What does it mean for an evidence document to be certified?
A certified copy includes some kind of endorsement, stamp, or certificate from the issuer/custodian of the original record, verifying that the copy is a true copy of the original.
To get a certified copy of a document, contact the issuer/custodian of the original record. For example, to get a certified copy of a birth certificate, contact the state Department of Health in the state in which the birth took place. For a complete directory of the places to contact to get a certified copy of a document showing a birth, death, marriage, or divorce, please visit http://www.cdc.gov/nchs/w2w.htm.
There is usually a small fee charged for issuing a certified copy, but the reason people like them is so that they can keep their original documents protected from loss. They can also replace an original document if the original has already been lost.
For some types of documents, certified copies may not be available. In those cases, the only acceptable substitute is a current, unexpired original.
More detail about the acceptable types of evidence documents
The types of documents you are required to submit vary based on your reason for applying, your citizenship, and whether or not you're signing for someone else. Categories of documents are listed below. In the personalized filing instructions you receive at the conclusion of your order, you will be informed of what categories you need to provide an evidence document for. Note that the Social Security Administration will accept either original or certified copies of documents. Notarized copies will not suffice. In addition, documents issued in the United States are highly preferred over those issued in a foreign country. Foreign issued documents may cause a problem with your application. If you have any questions about whether a document you have will work for evidence or not, you may call the Social Security Administration at 800-772-1213.
Category 1 - Documents to Prove Age:
- • A birth certificate is required
In some cases, another document may be accepted in place of a birth certificate such as:
- • US hospital record of birth (created at the time of birth)
- • Passport
- • Religious record established before age 5 showing age or date of birth
- • Final Adoption Decree (must show that the birth information was taken from the original birth certificate)
Category 2 - Documents to Prove Identity for US Citizens:
One of the following is required:
- • US driver's license
- • US state-issued non-driver identity card
- • US passport
In some cases, other documents may be accepted such as:
- • US military identity card
- • Certificate of Naturalization
- • employee identity card
- • certified copy of medical record (clinic, doctor, or hospital)
- • health insurance card
- • Medicaid card
- • school identity card
- • other school record maintained by the school
- • For young children, a final adoption decree or medical record maintained by the medical provider
Other guidelines:
- • Documents must be current and unexpired
- • Generally, documents without an expiration date should have been issued within the past 2 years for adults or within the past 4 years for children
- • Documents must reflect the legal name and provide either biographical information (date of birth, age, or parents' names) or physical information (photograph or physical description)
- • If a photo identity document is used but the application is done by mail, the document must show biographical information (date of birth, age, or parents' names)
- • Documents issued in the US are preferable
- • Birth certificates, Social Security Card stubs, and Social Security Records are not acceptable as proof of identity
Category 3 - Documents to Prove Identity for Non-US Citizens:
Both of the following are required:
- • current US immigration documents
- • foreign passport with photograph or biographical information (date of birth, age, or parents' names)
Other guidelines:
- • Documents must be current and unexpired
- • Generally, documents without an expiration date should have been issued within the past 2 years for adults or within the past 4 years for children
- • Documents must reflect the legal name and provide either biographical information (date of birth, age, or parents' names) or physical information (photograph or physical description)
- • If a photo identity document is used but the application is done by mail, the document must show biographical information (date of birth, age, or parents' names)
- • Documents issued in the US are preferable
- • Birth certificates, Social Security Card stubs, and Social Security Records are not acceptable as proof of identity
Category 4 - Documents to Prove US Citizenship:
One of the following is required:
- • US birth certificate
- • US Passport
In some cases, other documents may be accepted such as:
- • Consular Report of Birth
- • Certificate of Citizenship
- • Certificate of Naturalization
Category 5 - Documents to Prove Immigration Status:
For work-authorized immigration status, one of the following current, unexpired documents issued by the Department of Homeland Security (DHS) is required:
- • DHS Form I-551
- • DHS Form I-94
- • DHS Form I-688B
- • DHS Form I-766
International students or exchange visitors may need to provide additional documents such as:
- • DHS Form I-20
- • US Department of State Form DS-2019
- • A letter authorizing employment from their school and employer (F-1) or sponsor (J-1)
Please note that a receipt showing that you applied for a document is not an acceptable substitute for a document.
For non-work authorized immigration status, some document proving a valid non-work reason for needing a Social Security Card is required. The card issued in this case will specify that you cannot work in the US.
Category 6 - Documents to Prove a Need for Updated or Corrected Information:
The document or documents must establish the reason for the change and support the requested change. For example:
- •To correct a date of birth, a birth certificate is required.
- •For a name change, a recent name change document identifying the applicant by both their new and old legal names is required. If the name change occurred over two years ago or if the name change document does not have enough information to prove the applicant's identity, additional documents proving the applicant's identity in both the new and old names are also required. To prove identity, a document must show the applicant's legal name and eitherbiographical information (like date of birth, age, or parents' names), or physical information (like a photograph or description of height/eye color/hair color).
Category 7 - Documents to prove the identity and authority of a non-applicant signer:
If the applicant is under 18, a parent or legal guardian may sign the SS-5 application form for them. Or if the applicant is over 18 but not physically or mentally capable, a parent, legal guardian, or close relative may generally sign for them.
In these cases, evidence documents must be submitted to prove the identity of the signer, and to prove their authority to sign for the applicant.
Acceptable documents to prove identity differ depending on if the signer is a US citizen or not:
Documents to prove identity for a US citizen signer:
One of the following is required:
- • US driver's license
- • US state-issued non-driver identity card
- • US passport
In some cases, other documents may be accepted such as:
- • US military identity card
- • Certificate of Naturalization
- • employee identity card
- • certified copy of medical record (clinic, doctor, or hospital)
- • health insurance card
- • Medicaid card
- • school identity card
- • other school record maintained by the school
Other guidelines:
- • Documents must be current and unexpired
- • Generally, documents without an expiration date should have been issued within the past 2 years for adults or within the past 4 years for children
- • Documents must reflect the legal name and provide either biographical information (date of birth, age, or parents' names) or physical information (photograph or physical description)
- • If a photo identity document is used but the application is done by mail, the document must show biographical information (date of birth, age, or parents' names)
- • Documents issued in the US are preferable
Documents to prove identity for a non-US citizen signer:
Both of the following are required:
- • current US immigration documents
- • foreign passport with photograph or biographical information (date of birth, age, or parents' names)
Other guidelines:
- • Documents must be current and unexpired
- • Generally, documents without an expiration date should have been issued within the past 2 years for adults or within the past 4 years for children
- • Documents must reflect the legal name and provide either biographical information (date of birth, age, or parents' names) or physical information (photograph or physical description)
- • If a photo identity document is used but the application is done by mail, the document must show biographical information (date of birth, age, or parents' names)
- • Documents issued in the US are preferable
To prove the signer's authority to sign for the applicant, documents must be submitted to prove one of the following situations:
- 1. The applicant is under 18, and the signer is their parent or legal guardian. For example, the applicant's birth certificate may prove this.
- 2. The applicant is over 18 but is not physically or mentally capable, and the signer is their parent, legal guardian, or close relative. Documents proving the applicant's physical or mental incapacity, as well as documents proving the relationship of the signer to the applicant must be provided.
Does a Social Security Number ever expire?
Social Security Numbers do not expire. A Social Security Number is a unique number connected to its owner for life. And after the death of the owner, the number is not re-assigned to another owner. To date, over 415 million Social Security Numbers have been issued, with over 5 million new numbers being issued annually. The current numbering system is expected to suffice without redesign for several more generations into the future.
How can I keep my Social Security Card secure?
Take care to protect your Social Security Number and Social Security Card from loss and theft. Do not carry your Social Security Card with you every day. Keep the card in a safe place, and only take it with you when you are required to show it, such as when starting a new job, opening a new bank account, or applying for certain government benefits.
One good rule of thumb is to never give out your Social Security Number for a request that you did not initiate. For example, when asked for your Social Security Number at the start of a new job, that is a request that you initiated by starting the new job. But if you get a phone call "out of the blue" requesting your number for whatever reason, exercise caution. Ask yourself, is the request for your number really initiated by something you did recently? If you're not sure, it can never hurt to double check with a trusted third party such as a family member before giving out your number to anyone.
Individual Income Tax Extension Filing Service
Click on the questions below to learn more about this service.
What is the due date for filing a federal tax return?
The regular due date for most individuals for a 2012 federal tax return is Monday, April 15th, 2013. However this filing deadline can be extended to Tuesday, October 15th, 2013.
What is the due date for requesting an extension?
The due date for requesting a filing extension is the regular due date of your return. For most individuals, this means Monday, April 15th, 2012.
What exactly does an extension extend?
Tax extensions extend the time you have to file your return. They do not extend the time that you have to pay your taxes. Any 2012 tax balance is still due to the IRS by 4/15/13.
You do not have to pay the balance to receive a filing extension. However, failing to pay it in full by 4/15/13 will result in added interest, and possible penalties. So the IRS advises that if you cannot pay your full actual or estimated balance by 4/15/13, you should pay as much as you can to limit the amount of added interest you will owe later.
How long of a federal tax filing extension can I get?
An extension filed through our website can extend your extend your federal tax filing deadline by approximately six months, from 4/15/13 to 10/15/12.
How long does it take to get an extension?
If your order is placed by 9pm central time on April 15th, we will e-file your extension application by midnight central time. Our business hours are Monday-Friday, 8am-5pm Central Time, excluding holidays. In most cases, the e-filing is successful and we e-mail you immediately with a Submission ID. In some cases, problems with application information, such as a mis-matched name and social security number, prevent a successful e-filing. In those cases, we contact you immediately by e-mail as well.
What form is needed to request a tax extension?
There are numerous extension-related IRS forms such as:
- •Form 4868, Application for Automatic Extension of Time to File US Individual Income Tax Return
- •Form 7004, Application for Automatic Extension of Time To File Certain Business Income Tax, Information, and Other Returns
- •Form 1138, Extension of Time for Payment of Taxes by a Corporation Expecting a Net Operating Loss Carryback
- •Form 2350, Application for Extension of Time to File U.S. Income Tax Return (For U.S. Citizens and Resident Aliens Abroad Who Expect To Qualify for Special Tax Treatment)
- •Form 4768, Application for Extension of Time to File a Return and/or Pay U.S. Estate (and Generation-Skipping Transfer) Taxes
- •Form 5558, Application for Extension of Time to File Certain Employee Plan Returns
- •Form 8809, Application for Extension of Time to File Information Returns
- •Form 8868, Application for Extension of Time To File an Exempt Organization Return.
- •Form 8892, Application for Automatic Extension of Time to File Form 709 and/or Payment of Gift/Generation-Skipping Transfer Tax
Of those, the most common is Form 4868, Application for Automatic Extension of Time to File US Individual Income Tax Return. We can prepare and e-file Form 4868 for you, within one business day.
How do I estimate my total federal taxes?
This is also called your total tax liability". It is the total amount of taxes that you owe the IRS for , whether you have paid any of it yet or not. For example, if you estimate that you will owe the IRS $10,000, and you had $5000 withheld from your paychecks throughout the year for federal taxes, your total tax liability is that first number, $10,000.
For reference, this would be the number you enter on line 61 of Form 1040.
One way you can estimate your total tax liability is as follows:
- •Add together your income from employers, savings and investments, and other sources. You can find federal taxable income from an employer in box 1 of the W-2 form that the employer sends you. Various other income such as for independent contractors, and unearned income like interest and dividends can be found on the 1099 forms that you may receive.
- •You can then reduce that number with any deductions, exemptions, or other gross income adjustments that you expect to qualify for.
- •You now have an estimate of your total taxable income.
- •Use the Tax Table found here to estimate your tax liability. For example, if your total taxable income is $20,000 and you are Single, the tax table calculates your total tax liability as $2579.
It is important that you attempt to estimate as well as you can. If the IRS later determines that your estimate was not reasonable, they will nullify your extension.
How do I estimate the amount of federal taxes that have already been withheld or otherwise paid?
If you have federal taxes withheld from your paycheck by your employer, this number will be in box 2 of the W-2 form you receive from them. Add these withholdings to any other payments that you have already made toward your federal taxes. The total is your federal taxes already paid.
Do not include the amount of any payment that you will be making now, with an extension.
It is important to that you attempt to estimate as well as you can. If the IRS later determines that your estimate was not reasonable, they will nullify your extension.
What happens if I estimate incorrectly?
The IRS's language on this is as follows: Make your estimate as accurate as you can with the information you have. If we later find that the estimate was not reasonable, the extension will be null and void. The key word in that seems to be "reasonable", which means is that your estimate is not expected to be exactly right. Rather, the IRS must judge it to be fair, sensible, and in good faith. If they did decide to nullify your extension based on what they determine to be an unreasonable estimate, the result would be additional interest and possibly penalties.
Do I have to pay my estimated balance due to the IRS now?
No, you do not need to make any payment to the IRS to get a filing extension. However, tax extensions do not extend the time that you have to pay your taxes. They only extend the time you have to file your tax return. Any 2012 tax balance is still due to the IRS by 4/15/13. Failing to pay the balance in full by 4/15/13 will result in added interest, and possible penalties. So the IRS advises that if you cannot pay your full actual or estimated balance by 4/15/13, you should pay as much as you can to limit the amount of added interest you will owe later.
What happens if I don't pay my estimated balance due to the IRS now?
You do not need to make any payment to the IRS to get a filing extension. However, tax extensions do not extend the time that you have to pay your taxes. They only extend the time you have to file your tax return. Any 2012 tax balance is still due to the IRS by 4/15/13. Failing to pay the balance in full by 4/15/13 will result in added interest, and possible penalties. So the IRS advises that if you cannot pay your full actual or estimated balance by 4/15/13, you should pay as much as you can to limit the amount of added interest you will owe later.
What happens if I pay some, but not all of my estimated balance due to the IRS now?
This is what the IRS recommends if you cannot pay your full balance due by 4/15/13. The reason is that tax extensions do not extend the time that you have to pay your taxes. They only extend the time you have to file your tax return. Any 2012 tax balance is still due to the IRS by 4/15/13. Failing to pay the balance in full by 4/15/13 will result in added interest, and possible penalties. So the IRS advises that if you cannot pay your full actual or estimated balance by 4/15/13, you should pay as much as you can to limit the amount of added interest you will owe later.
How do I make an extension payment to the IRS?
To make an extension payment to the IRS by credit or debit card after e-filing your extension through our website, go here and select one of the service providers in the first table. Note that paying by debit card usually results in a smaller convenience fee than paying by credit card. You will get a payment confirmation number, which you should keep for your records. Do not file a paper form 4868 since it has already been e-filed.
To make an extension payment to the IRS by check or money order after e-filing your extension through our website, make your check or money order payable to "United States Treasury", and write your social security number, daytime phone number, and " Form 4868" on it. Then print out your prepared Form 4868 from our website for use as a payment voucher. Send the prepared Form 4868 and check or money order together to an IRS address that will be provided to you by our website upon order completion. The IRS address to use will vary based on the address you enter for yourself on our application. Do not staple or attach the 4868 to the check or money order.
How do I get credit for my extension payment when I file my federal tax return?
To get credit for any extension payment you make to the IRS, indicate the amount of your extension payment on your return when you file it. But how exactly to do that depends on which return form you file. Locate your return form in the list below to learn the details.
- •If filing Form 1040, refer to the instructions for line 68.
- •If filing Form 1040-A, refer to the instructions for line 41.
- •If filing Form 1040-EZ, refer to the instructions for line 9.
- •If filing Form 1040-NR, refer to the instructions for line 64.
- •If filing Form 1040-NR-EZ, refer to the instructions for line 21.
- •If filing Form 1040-PR, refer to the instructions for line 10.
- •If filing Form 1040-SS, refer to the instructions for line 10.
What do I do with my prepared Form 4868?
If you process an extension application through our website, we will e-file it with the IRS.
Then if you decide to make an extension payment to the IRS by check or money order, you will need to print a copy of your prepared Form 4868 to send as a payment voucher with your check or money order. We will provide a link to your prepared Form 4868 after we have e-filed your extension.
If you do not make an extension payment to the IRS, or if you make an extension payment to the IRS by credit or debit card, the prepared Form 4868 is simply to keep for your records.
What is the SimpleFilings service fee?
Please click here to use our fee calculator to view our service fee for preparing your 4868 document and e-filing your extension. Our service fee is separate from any tax payment that you choose to make to the IRS.
How can I contact SimpleFilings?
You can e-mail us at support@SimpleFilings.com or by using the Contact Us page of this site. Our fax number is 866-687-7779, and our phone number is 866-659-5246. Business hours are Monday-Friday, 8am-5pm Central. Our specialists look forward to assisting you.
How do I check the status of my order?
To check the status of your order 24 hours a day, simply enter your transaction ID on the Existing Customers page or contact us.
Is my information secure?
Yes. The information you submit is secured using SSL encryption technology. The "s" in the "https://" at the start of the address of pages that collect or display your information is what identifies this security. Click here for more information about our data security practices.