General
EIN Stands for:
Employer Identification Number
This is the best channel to raise technical issues in
#operations-bugs
This verification letter from the IRS can replace a lost EIN confirmation letter.
147C letter
This service allows a business to receive legal documents and official state notices.
Registered Agent
When I work in Helpdesk, I must first clear out this queue:
TTFR Risk
Customers often ask about this because it protects their personal address from appearing on public state records.
virtual business address
I can use this doola admin function to check the status of an Annual Filing
Annual Filing Center
This IRS form is used to apply for an EIN. Also include the timeline to obtain an EIN
SS-4
4-6 weeks currently
This yearly state filing keeps a business active and in good standing.
Annual Report or Franchise Tax filing
This is a shortcut to insert a pre-written snippet in Hubspot
Hashtag #
Banks sometimes request this document to verify a company exists before opening a business account
Certificate of Good Standing
Tax Control Center
An LLC with multiple members is considered a:
Partnership
If a company wants to operate in a state other than the one it was formed in, it usually must file this
Foreign Registration (Foreign Qualification)
If I have an issue with hubspot, this is the best channel to report the issue
#operations-bugs
True / False: If a client asks for the EIN status, I should raise a ticket for the ops team
False - you should check for any tickets in admin/hubspot and the timeline since we faxed the SS4.
You can track emails sent to a client in admin in which 2 ways?
1. Company History for manual emails
2. Communication History (under customer profile) for Lifecycle automated emails
An S-Corporation election can only be elected by a Corporation
False, S-Corporation is an election of how you want the IRS to treat your entity. An LLC can also elect to be an S-Corp.
How does a client start the Annual Filing if they purchased the service from doola?
They have to start it directly via their Doola dashboard - the homepage will have an action required button
False. We should close the ticket if the query is fully answered. Only use WOC status when you need a response from the client.
Annual Filing
Tax Filing
Upgrade to BiB
Upgrade to TC
Tax Consult
ITIN
doola books
Spot the issue with this company profile and then explain how to fix it.
https://admin.doola.com/company/2OKSF5wLT1vHA7FfgMWYDyIk172
Missing RA address (Click Add RA address)
Missing Mailing Address (Click Edit Mailing Address)
There are 2 upcoming Deadlines - Which entity type maps to each deadline?
March 15
April 15
March 15 - MMLLC / S-Corp
April 15 - SMLLC / C-Corp
True or False: If a client wants to change their email, it's best I do it for them in doola admin
False, we should point clients to self serve by logging in, clicking settings and then Profile.
This is the most secure approach
Name the 4 queues that must be worked in the correct order
TTFR Risk
TTNR Risk
My New Tickets
My Active Tickets