New to Collective? Start Here 🚀
- Connecting Your Business Bank Account at Collective
- Not Receiving Collective Notification Emails?
- Onboarding Overview
- Intro to your Collective Dashboard
- Meeting Your Onboarding Accountant
- Onboarding Documents
LLC and S Corp Resources
- Year-End Tax Tips for Your Business-of-One
- How to Prevent IRS Matching Issues at Collective
- Industry Restrictions on LLC Formation: What to Know if You’re Paid Through a Brokerage
- What is an NAICS Code and why does it matter?
- Understanding Form W-9 for Your Single-Member LLC
- Industry Restrictions on LLC Formation: What to Know if You’re Paid Through a Brokerage
Bookkeeping and Accounting
- Introduction to Collective Accounting from Xero
- Understanding Automated Bank Statement Uploads at Collective
- How to Read Your Balance Sheet Report
- Transitioning from Xero to Collective Accounting
- Transaction Recategorization Overview
- Transaction Overview
Managing your Payroll
- Running Payroll at Collective
- Payroll Setup Steps at Collective, Part II: Account Approval and Completing Payroll Migration
- Payroll Setup Steps at Collective, Part I: Payroll Migration and Gusto Onboarding
- Payroll Overview & Getting Started at Collective
- How to Pay and Manage Independent Contractors at Collective
- Understanding Independent Contractors
Preparing and Filing your Taxes
- Guide to Completing Your 2025 Individual Tax Return with Collective
- Key 2025 Tax Season Milestones for Collective S Corp Members
- Understanding Your Quarterly Tax Estimates (QTE)
- Guide to Completing Your 2025 Business Tax Return with Collective
- Making the Illinois Replacement Tax Payment
- 2025 Tax Season Overview With Collective for S Corp Owners
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
Membership
- Canceling Your Collective Membership
- Collective Service Overview
- Important Dates and Services
- How to Manage your Email Preferences
- How to Use the Collective Referral Program
- Troubleshooting Login Issues