Skip to main content

Incorporation Package Service

Incorporation package services are used to create new businesses of type LLC, S-Corp, C-Corp, or Nonprofit. Any of these business types are created based on a set of services bundled together to enable better prices to the user. Additional products can be added along with package selection. This is the most common way to create a new business.

NOTE: If you need a specific set of services bundled into a package, contact us at [email protected].

How to read the flows below​

The next sections describe the S Corporation election portion of an incorporation package order: placement, questionnaire, internal review, IRS filing, and notifications. They are representative of how incorporation add-ons behave—other package lines (entity formation, registered agent, and so on) follow the same idea: order → intake/questionnaire → review → filing or rejection loop → completion.

Use order status, product-specific statuses (for example S Corp Questionnaire = Submitted), and your webhook or API payloads as the integration contract; the quoted notification text is what end customers typically see in email or the portal. For standalone-only products with a similar step pattern, see Standalone Flows.

Successful path​

When the questionnaire passes review on the first submission, the order moves from placement through Under Review to IRS filing and Complete without a rejection round-trip.

Step 1 — Order placed and questionnaire opened​

  • (Customer) places the S Corp order.
  • (SwyftFilings) completes the new order on our side.
  • (Customer) sees the questionnaire in the account under My Tasks.
  • (SwyftFilings) waits for the questionnaire response.

Step 2 — Questionnaire submitted and order under review​

  • (Customer) submits the questionnaire (S Corp Questionnaire = Submitted).
  • (Customer) receives the “under review” notification: We have received your S Corp Application, a member of our team is preparing your application.
  • (SwyftFilings) sets order status to Under Review.
  • (SwyftFilings) verifies the questionnaire response.

Step 3 — Application filed with the IRS and order complete​

  • (SwyftFilings) submits the application to the IRS (S Corp = Filed).
  • (SwyftFilings) sets order status to Complete.
  • (Customer) receives the completion notification: We have submitted your S Corp Election to the IRS for approval. The IRS will review your submission and reach out to you directly if additional information is needed or once a decision has been made. Your official IRS approval letter will be mailed to your business address if your election is accepted. All documents related to your S Corp election are now uploaded to your account for access any time.

Path with rejection and resubmission​

If verification finds problems in the questionnaire, the product enters a rejected state until the customer supplies corrections. Steps 1–2 match the successful path; the branch below starts after the order is Under Review and SwyftFilings is verifying the responses.

Steps 1–2 — Same as the successful path​

Follow Step 1 and Step 2 above.

Step 3 — Questionnaire rejected during review​

  • (SwyftFilings) completes verification and finds errors that block filing (S Corp = Rejected).
  • (Customer) receives a rejection notification: Information required to file your S Corp Election for [business name].
  • (SwyftFilings) waits for the customer’s response.

Step 4 — Customer responds​

  • (Customer) provides the requested information or corrections through the account (for example via My Tasks).

Step 5 — Application filed with the IRS and order complete​

  • (SwyftFilings) submits the application to the IRS (S Corp = Filed).
  • (SwyftFilings) sets order status to Complete.
  • (Customer) receives the same completion notification pattern as in Step 3 of the successful path.