New to Collective? Start Here 🚀
- Finishing your accounting and payroll setup
- Your First 90 Days with Collective for LLCs
- Your First 90 Days with Collective for S Corps
- Meet Your Support Team
- Welcome to Collective: What to Expect Now That Your Setup Is Complete
- Guide to Setting Up Your Accounting in Collective
LLC and S Corp Resources
- How to Download Your Financial Reports
- Collective's Partnership with Solo Health: Affordable Healthcare for Business-of-One Owners
- Getting Business Insurance with Coverdash During Setup
- Understanding State Tax Compliance: Franchise, Privilege, and Excise Taxes
- Secretary of State LLC Maintenance: Your 50-State Compliance Guide
- Dissolution and Formation: Closing One LLC and Opening Another
Bookkeeping and Accounting
- How to download a statement from Stripe, Square, PayPal, or Venmo
- Business loans: why they matter and how to identify one
- Running Financial Reports in Collective
- Reviewing Your Accounting in Collective
- Understanding Automated Statements at Collective
- How to Read Your Balance Sheet Report
Managing your Payroll
- How to add tips and overtime to payroll
- How to contact your state payroll tax agencies
- Your Payroll Dashboard at a Glance
- No tax on tips and overtime deductions for S Corp owners
- How to Complete Form I-9 for Your Employees
- Collective Payroll Setup Guide
Preparing and Filing your Taxes
- States That Require a Separate Extension for Your Individual Tax Return
- How to Calculate Extension Payments For Your Personal Taxes in Collective
- Guide to Filing a Tax Extension For Your Personal Taxes
- When to Expect Your Schedule K-1 with Collective
- Making Business Tax Payments for S Corps at Collective
- Business Tax Extensions for S Corps
Invoicing
- Adding a Logo and your Brand Color to an Invoice
- Adding, Editing, and Deleting Clients
- Adding or Removing a Stripe Account
- Creating and Sending an Invoice
- Customizing your Invoice Number Prefix
- Set up your Default Invoice Message