- Business category
- The type of business the IRS uses to categorize the company - for example, construction, professional services, or retail.
- Business purpose
- A short, plain-language description of what the business does - for example, "residential plumbing services."
- Reason for applying
- Why the company needs an EIN - almost always "started a new business" for a fresh filing.
- Employees expected
- Whether you plan to pay W-2 employees. Say yes and Genaya asks how many and the date of the first wages paid - both are required once you say yes. Say no and the questionnaire skips ahead.
- Form 944
- Whether the company expects to file the annual employment tax return (Form 944) instead of the quarterly Form 941 - only asked if you expect employees.
- Excise tax questions
- Four yes/no questions the IRS requires: vehicles over 55,000 lbs, wagering or gambling, Form 720 (federal excise tax return), and alcohol, tobacco, or firearms.
- Responsible party
- The person the IRS treats as the company's primary contact. For an LLC this is usually the primary Member or Managing Member; for a corporation it is an officer, such as President or CEO. Requires their name, title, phone number, and Social Security Number.