Knowledge Base
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Using Formations Platform
Getting Started
Configuration
working with us
Using Formations Platform
Onboarding
Dashboard
End of Year
Accounting
Payroll
Help
Documents
News and Announcements
Waitlist
Incorporation and S-Election
S-Corp Basics
Business entities
Cash flow
Bookkeeping
Bank Connections
Transactions
General
Expenses
Taxes
Tax Season
Benefits
401K
Retirement Plans
Health Plan
Accounting
How to read financial documents?
Customer-Only Video Sessions
Taxes
Expenses
Business Growth Mindset
Benefits
Working with Formations
Banking
Relay
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Knowledge Base
Using Formations Platform
Getting Started
Configuration
working with us
Using Formations Platform
Onboarding
Dashboard
End of Year
Accounting
Payroll
Help
Documents
News and Announcements
Waitlist
Incorporation and S-Election
S-Corp Basics
Business entities
Cash flow
Bookkeeping
Bank Connections
Transactions
General
Expenses
Taxes
Tax Season
Benefits
401K
Retirement Plans
Health Plan
Accounting
How to read financial documents?
Customer-Only Video Sessions
Taxes
Expenses
Business Growth Mindset
Benefits
Working with Formations
Banking
Relay
Using Formations Platform
Articles about the Formations Application, including how to use it, best practices and FAQs.
How can I upload secure documents?
How do I reset the basic information?
What should I do when I get a notice?
Onboarding
Why is my social security number required?
Why do I have to provide Company name options?
Why do I need to provide my personal and business documents to Formations?
How long does it take to get the Incorporation documents?
How long does it take to verify the uploaded documents?
What do I do when my documents are rejected?
Which are Formations preferred banks? How do I choose one?
I already have a bank account, why do I need to do Bank selection?
What happens if I choose a business account with a non-preferred bank
See more
Dashboard
What is "Tax payment progress" referring to?
What is my "OIL"? And Where Can I Find What Documents are Missing for My Tax Return?
End of Year
Check-in Survey
Accounting
How can I manually add a transaction?
How can I recategorize a transaction?
How do I search for a specific transaction?
How do I categorize an unknown transaction?
Connecting your business bank accounts to Formations
See more
Payroll
How can I skip my next payroll cycle?
Where can I view my previous payrolls?
How to set up my payroll?
Help
How can I get help or submit a request?
How can I reset my password?
How can I join "Hit the Expert" sessions?
How can I manage my subscription?
Documents
What can I do in my Documents section?
