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Statuses

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  • New
  • Assigned
  • In Progress
  • Ready for Review
  • Pending Approval
  • Approved
  • Paid
  • Submitted
  • Transmitted

Users

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    Office manager / Clerk
    1
    New
    The company was just created
    Office manager / Clerk
    2
    Assigned
    Assigned to a Clerk
    Clerk
    3
    In Progress
    Clerk working on the data and documents
    Clerk
    4
    Ready for Review
    All data in and verified
    Clerk
    5
    Pending Approval
    Awaiting approval by Partner
    Partner
    6
    Approved
    Ready for payment
    Accountant
    7
    Ready for submission
    Partner
    8
    Submited to Corp-BOI
    Corp BOI
    9
    Transmitted
    Delivered to FinCEN