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Free checklist · 12 min read

The S-Corp Election Checklist

The election itself is one two-page form. Everything around it (the timing, the payroll, the salary documentation, the state layer) is where people get hurt. This checklist is the full sequence from LLC to compliant S-corp, in order.

What's inside

  1. 01First: should you elect at all?
  2. 02Step 1: the entity foundation
  3. 03Step 2: Form 2553, on time
  4. 04Step 3: payroll, before distributions
  5. 05Step 4: the reasonable-salary file
  6. 06Step 5: the state layer
  7. 07The first-year compliance calendar

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The S-Corp Election Checklist

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