Why do I need to provide my personal and business documents to Formations?

You are required to provide the personal and business documents files that include your personal identity proof, last year's tax return (business and personal), company incorporation documents so that we can verify your details so as to accurately set up your financial account for accounting and tax management.

Note: Sole-proprietors OR Un-incorporated business owners, need to submit their Personal Tax Returns of the previous year

Existing business owners such as LLCs, S-corps, and C-corps, need to submit their last year's Business Tax Returns

* If your company was incorporated in the middle of a year, you may need to submit your Personal Tax return of the previous year too.