Onboarding is mostly us connecting things. This is the short list of what only you can provide.
| Item | Why we ask |
|---|---|
| Formation documents | Certificates, articles, operating agreements — who owns what, in which country. |
| Prior-year returns | The last filed return per jurisdiction — our map of where you've been. |
| Bank & platform access | Read-only feeds from banks, Stripe, marketplaces — the daily reconciliation lifeline. |
| Payroll records | Who's paid what, where, and under which contracts. |
| Tax registrations | EINs, UTRs, TRNs, VAT numbers — your identities with each authority. |
| Open notices | Anything a tax authority has sent that made your stomach drop. We read those first. |