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PEO Document Collection

Fields marked with an asterisk are what PEOs need before they will quote you. The rest sharpens the pricing they come back with. Your progress saves automatically, so you can leave and come back anytime.

Step 1 of 9 · about 3 min · 0 of 8 answered · 0 of 3 recommended

Company Basics

Your company's name, tax ID, and contact details.

Only if different from your legal name

How you file with the IRS. A single-member LLC taxed on the owner's personal return is a Disregarded Entity.

Not sure?

Your SIC code classifies your business's primary industry.

A rough timeline is fine.

Find it on Form 941, a W-2, or your IRS CP 575 letter.