ss4-ein-application

name	ss4-ein-application
title	IRS Form SS-4 — EIN Application
description	Drafts IRS Form SS-4 (EIN Application) by extracting entity details from formation documents. Use when forming a new business entity, applying for a federal tax ID, or preparing EIN applications for corporations, LLCs, partnerships, or sole proprietorships.
author	CaseMark
author_url	https://github.com/CaseMark/skills/tree/main/skills/legal/ss4-ein-application
license	Apache-2.0
version	0.1.0
execution_mode	open
jurisdiction	us
practice	tax
language	en
tags	["corporate","drafting","letter"]

IRS Form SS-4 — EIN Application

Prepares a filing-ready Form SS-4 by extracting verified data from entity formation documents.

Prerequisites

• Formation documents — Articles of incorporation/organization, certificate of formation, or partnership agreement (filed and stamped)
• Governing documents — Operating agreement, bylaws, shareholder agreements
• Responsible party info — SSN/ITIN, full legal name, title, phone number
• Business details — Principal office address (physical, not P.O. Box), mailing address, planned activities, employee projections

Quick Start

1. Extract data from source documents per the extraction map below
2. Cross-reference legal name across all documents — flag any discrepancies before proceeding
3. Complete each SS-4 line group using verified data
4. Run consistency checks
5. Produce deliverables: completed SS-4, transmittal memo, preparation notes

Document Extraction Map

Source Document	Extract
Articles of incorporation/organization	Legal name (exact), formation date, entity type, registered agent
Operating agreement / bylaws	Management structure, ownership %, officer titles, fiscal year, signing authority
Partnership agreement	General partner(s), management authority, ownership interests
DBA/assumed name filings	Trade names (Line 2)
Board resolutions	S corp election (Form 2553), signing authority
Business plan / org chart	Employee projections, NAICS code, business activity description
Lease agreements	Physical location address

Line-by-Line Completion

Lines 1–3: Entity Identification

• Line 1 (Legal name) — Character-for-character match to formation docs. Exact suffix as filed: "Inc." / "Incorporated" / "LLC" / "L.L.C." etc.
• Line 2 (Trade name / DBA) — Only if registered with state/local authority; otherwise blank
• Line 3 (Mailing address) — Street/P.O. Box, suite, city, state, ZIP, county

Lines 4–7b: Location & Responsible Party

• Line 4a–4b (Physical location) — Street address only (no P.O. Box). Source from lease or formation docs.