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EIN and state tax IDs

Status: research-only. Nothing here is legal or tax advice. Before applying for an EIN or any state tax ID, confirm timing and designations with a CPA — in particular, the "responsible party" designation on Form SS-4 has downstream consequences.

Last updated: 2026-04-22. Verify against primary IRS and state-agency sources at filing time.

TL;DR

A federal Employer Identification Number (EIN) is a 9-digit federal tax ID applied for via Form SS-4. For a US-principal-place-of-business entity, the online application is free, takes about 15 minutes, and issues an EIN immediately. Apply after state entity formation is complete — the online system will ask for the entity's legal name exactly as filed with the state. Only one EIN per responsible party per day is allowed. State-level tax IDs (sales tax, employer withholding, unemployment) are separate from the federal EIN and are issued by state agencies — timing and requirements vary by state.

Facts (with citations)

  1. Form the state entity first. File Articles of Organization / Certificate of Formation with the state (see state-of-formation.md). Obtain a filed Certificate / stamped filing showing the entity's exact legal name and state file number.
  2. Decide on tax classification. A single-member LLC defaults to disregarded-entity treatment but can elect S-Corp later. The SS-4 has a checkbox for "LLC" with sub-questions about members — answer truthfully as the state-filed entity today; tax classification is changed later via Form 2553 or Form 8832.
  3. Apply for the EIN online at https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online. [1]
  4. Save the EIN confirmation letter (CP 575 equivalent) as a PDF immediately — the online system will not resend it later. If lost, you request a replacement (147C letter) by calling the IRS Business & Specialty Tax Line.
  5. State-level tax registrations. Follow up with the home-state Department of Revenue / taxation agency for any of the following that apply: - Sales tax / seller's permit — if Raxx is collecting sales tax on SaaS subscriptions. Many states now tax SaaS; home-state rules vary dramatically. (Stripe Tax, referenced in issue #127, can help compute obligations once sales are happening.) - Employer withholding account — required once you have a W-2 employee (including yourself as an S-Corp shareholder-employee after the 2553 election). - Unemployment insurance — required as part of payroll setup, handled by the payroll provider in most cases. - State business license / local business license — required in many states/cities regardless of entity type. Verify with the home-state SOS and city clerk.
  6. Open the business bank account. Banks will ask for the state formation certificate, the EIN confirmation letter, and an operating agreement (for LLCs). This is a non-IRS step but usually happens next.

Jurisdiction flags

Timing / deadlines

Questions for your CPA

  1. Should the single-member LLC (if that's the formation choice) be registered for federal employer withholding on day 1, or only after an S-Corp election triggers payroll?
  2. Is there a state-level tax-registration sequence I should follow in order to minimize double-registering?
  3. Does Raxx's SaaS subscription revenue trigger sales tax in my home state, and at what volume?
  4. Do you recommend any tax-prep software or tools that integrate cleanly with Stripe / QuickBooks for a single-member LLC / S-Corp?
  5. What's the "responsible party" update process if that changes later (e.g., a co-founder joins)?

Questions for your business-formation attorney

  1. Who should be named as the "responsible party" on Form SS-4 — me personally, or is there a scenario where a registered agent or another party should be listed?
  2. Any operating-agreement / corporate-resolution steps that should be complete before the EIN application?
  3. Current FinCEN BOI reporting requirement for a new LLC formed this year — is it required, and do you handle the filing or is it DIY?

Sources

  1. IRS — Get an Employer Identification Number (free, online, immediate; eligibility; one-per-day limit; session constraints; operating hours; form-state-first; FinCEN BOI note). https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online
  2. IRS — About Form SS-4, Application for Employer Identification Number (EIN). https://www.irs.gov/forms-pubs/about-form-ss-4

Do not apply for an EIN, register for state tax IDs, or designate a responsible party without first discussing with a CPA and your business-formation attorney. This document is preparation material only.