Tax Questionnaire, IRS Form 8821, Ongoing Compliance, SaaS Sales Tax, and Annual Report Fees

## If your tax questionnaire is not showing after you purchased tax filing services If you paid for tax filing services but do not see the tax questionnaire in your account, this is usually a temporary activation delay rather than a lost purchase. Your tax service is activated once your payment and any required document verification are processed, and that can take a short time to appear in your dashboard. If the questionnaire still is not showing after a reasonable wait: - Check whether you still need to upload a document. - Check whether you still need to answer a verification question. - Reach out so your account can be checked, your plan can be confirmed as active, and the questionnaire can be unlocked if needed. ## What IRS Form 8821 does Form 8821 is an IRS **Tax Information Authorization** form. Signing it authorizes doola to communicate with the IRS on your behalf about your EIN application and related tax matters so doola can: - check your case status - receive limited tax account information tied to that specific matter - help resolve delays in your EIN or tax processing Form 8821 is **not** a power of attorney. Signing Form 8821 does **not** authorize doola to: - make business decisions for you - sign documents on your behalf - represent you before the IRS That broader authority would require **IRS Form 2848**. ## Form 8821 vs. Form SS-4 Form 8821 and Form SS-4 serve different purposes: - **Form SS-4** is the application you use to apply for your EIN. - **Form 8821** lets doola follow up with the IRS on the status of that EIN application, or other tax matters tied to your case, and access limited account information related to it. You may be asked to sign both at different points in the process. ## If you do not see Form 8821 or Form SS-4 in My Documents First: - check your email inbox for the signature request - check your spam folder for the signature request These forms typically appear in your dashboard only **after** you complete the e-signature step through the email link. If you cannot find the signature email, it can be resent so you can sign and access the form. ## Your ongoing compliance obligations after formation Your ongoing filing and compliance obligations start as soon as your business is formed, even before it earns revenue. The main ongoing obligations are: ### 1. Annual report filing Most states require an annual or biennial report to keep your entity in good standing. Requirements, deadlines, and fees vary by state. ### 2. Federal tax filing Your LLC or corporation generally needs to file a federal return each year. If you are a foreign-owned Single-Member LLC with reportable transactions, that includes: - **Form 5472** - a **pro forma Form 1120** ### 3. Registered agent and address maintenance You need to keep: - an active registered agent - an up-to-date business address on file with your state ### 4. State and local licenses or sales tax registration Depending on what you sell and where, you may need to: - register for sales tax - maintain specific business licenses ### 5. Beneficial Ownership Information (BOI) reporting As of FinCEN's **August 2026 final rule**, US-formed companies and US persons are exempt from BOI reporting. This requirement now applies only to foreign entities that register to do business in a US state or tribal jurisdiction after being formed under foreign law. ### Additional obligation if you elected S-Corp status If you elected S-Corp status, you also take on payroll obligations, including paying yourself a reasonable salary subject to payroll taxes, and you must file **Form 1120-S** annually. ## If you need more time to file your federal return If you cannot file your federal return by the original deadline, you can request more time by filing **IRS Form 7004** before that deadline. An extension gives you more time to file the paperwork, but it does **not** extend the time to pay tax you owe. Interest and penalties can still apply to unpaid tax even if the extension is approved. ## SaaS sales tax responsibilities Sales tax rules for Software as a Service (SaaS) vary significantly by state. Whether you need to charge and remit sales tax depends on: - where your customers are located - how that state classifies SaaS SaaS is software hosted centrally and licensed to customers by subscription rather than sold as a downloaded product. States may treat SaaS differently: - Some treat SaaS as a taxable service. - Some treat SaaS like tangible software and tax it on that basis. - States that do not tax services at all often do not tax SaaS either. A separate category, **digital products**—such as ebooks, music, movies, and digital subscriptions—often follows different rules from SaaS. If you sell SaaS in multiple states, you generally need to determine **state by state**: - whether you crossed that state's sales tax threshold (**economic nexus**) - whether SaaS is taxable there - whether you need to register and start collecting tax Because state rules change frequently, check current state-by-state SaaS taxability against a maintained sales tax reference or work with a sales tax specialist rather than relying on a static table. ## Annual report fees for Delaware and Wyoming Annual report fees are set by each state and can change. Examples from the source: - **Delaware** currently charges LLCs a flat **$400 annual tax**, due **June 1** each year. - **Wyoming** currently charges a minimum annual report license tax of **$60**, or a higher amount only if your in-state assets are substantial, due on the **first day of your anniversary month**. Always confirm the current amount and due date for your state before filing. ## How to use the Annual Reports tab in your dashboard Your dashboard includes an **Annual Reports** tab under the **Company** tab so you can see your entity's filing status. From that tab, you can view filing records from **2026 onward**, including: - submitted dates - downloadable official state receipts To start an annual report filing request: 1. Open the **Annual Reports** tab under the **Company** tab. 2. Click **File Now**. 3. Review and complete your company details. 4. Pay any applicable state fees. 5. Submit the request. After you submit your information, doola handles the filing of your Annual Report with the state and notifies you when it is complete. Keeping this history in one place helps with due diligence, professional review, and avoiding missed deadlines, late fees, or the risk of state dissolution.