New to Collective? Start Here 🚀
- Onboarding Documents
- 3. Onboarding Accounting and Payroll Zoom
- Business Checking and Credit Card Accounts
- Making an Initial Capital Stock Contribution
- 2. Collective Dashboard - Schedule the Onboarding Accounting and Payroll Zoom
- Maintaining your pre-Collective records
LLC and S Corp Resources
- PLLC Overview of Services
- LLC and S Corp Frequently Asked Questions
- How to update your business address
- Foreign Entity Registration for Your LLC
- S Corp Application Form (2553)
- Shareholder Distributions for Sole S Corp Owners
Bookkeeping and Accounting
- PayPal CSV of Activity
- Common Business Expenses
- Health Insurance for S Corps
- Chart of Accounts
- Understanding Your Operating Budget
- Xero - User ID and Password
Managing your Payroll
- Independent Contractors
- New Year, New State Payroll Tax Rates!
- Adding your 401(k) to Payroll
- Add Collective To Your Gusto Account (Gusto Takeover)
- 5. Payroll Rebuild - S Corps Joining Collective with Payroll Runs not from Gusto
- State Employer Registration
Preparing and Filing your Taxes
- Filing and Sending 1099-NECs to Independent Contractors
- Education Deductions and Credits
- IRS Estimated Payment Instructions
- Making State Quarterly Tax Payments
- Making State Extension Payments
- Making Federal Extension Payments
Invoicing
- Set up your Default Invoice Message
- Set up Automatic Payment Reminders
- Setting Default Payment Terms
- Updating the Default Expense Markup for Billable Expenses
- Adding, Editing, and Deleting Clients
- Updating Business Information on Invoices