What Is Included in the doola Tax and Compliance Plan

- The **doola Tax and Compliance plan** is built for founders who want **end-to-end support with their federal taxes and state compliance in one package**, instead of piecing it together on their own. ## What is included In addition to the services included in **every doola plan**, the Tax and Compliance plan adds annual compliance and tax filing support. ### Included in every doola plan - Company formation - EIN application - Registered agent service - General tax guidance ### Included in the Tax and Compliance plan - Annual state compliance filings, such as **annual reports** - Annual **federal and state tax return preparation and filing** - Annual tax filing support that includes keeping your entity's **K-series filings** on track ## K-series filing support The K series covers the tax forms partnerships and S-corporations use to pass income, losses, and other tax items through to partners or shareholders. The core form is **Schedule K-1**. If your entity has significant foreign transactions, you may also need **Schedule K-2** and **Schedule K-3**. Any entity required to file **Form 1065, Form 1120-S, or Form 8865** generally must prepare these schedules for partners or shareholders when required. Under doola's Tax and Compliance plan, annual tax filing support includes keeping these **K-series filings** on track. ## What is not included - **Beneficial ownership information (BOI) reporting** is **not** part of this plan, because the federal requirement for U.S. companies to file BOI reports has been eliminated. ## Optional add-ons that may cost extra Some services are optional add-ons and may carry an extra fee, including: - ITIN applications - Bookkeeping - Form 1099 filing - Form 5472 ## How to verify your exact coverage To see exactly what is included on your current plan: 1. Check your **plan dashboard**. 2. Visit **doola.com/pricing** for the latest plan details.