Using Formations Platform
Articles about the Formations Application, including how to use it, best practices and FAQs.
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?
- 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
Dashboard
End of Year
Accounting
- How do I categorize an unknown transaction?
- Connecting your business bank accounts to Formations
- How do I share income from payment apps?
- How do I search for a specific transaction?
- How can I recategorize a transaction?
- How should I categorize an unknown transaction if I'm unsure which category it belongs to?
- How can I manually add a transaction?