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The S-Corp Template Library

Your S-Corp was approved.
Now What?

You did the hard part: you elected S-Corp taxation.
 

But once the approval comes through, there are still documents to create, decisions to document, and business records to keep organized.

And if you are not sure what those documents should look like, starting from a blank page can feel unnecessarily complicated.
 

The S-Corp Template Library gives you a practical, easy to use starting point

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Instead of searching online for examples, piecing together documents from different sources, or wondering whether you are forgetting something, you will have a set of customizable templates ready to adapt to your business.

Built for the “What Do I Do Next?” Stage

This library is a good fit if:

  • Your S-Corp election has been approved and you want to get your records organized.

  • You know there are corporate documents you should be maintaining, but you are not sure where to start.

  • You want something more professional than creating documents from scratch.

  • You need reusable templates you can update as your business changes.

  • You work with S-Corp clients and want a practical starting point for common post-election documentation.


The templates are deliberately kept generic and customizable, so you can tailor them to the specific business rather than trying to force your information into a one-size-fits-all document.


What’s Included

  • 8 reusable S-Corp business templates

  • Documents designed to give you a starting point for common business and post-election recordkeeping needs.

  • 1 client-friendly S-Corp FAQ - A straightforward resource that explains common S-Corp questions in language that is easier to understand and reference

  • Customizable formats - Add your business information, adjust the language where appropriate, and save updated versions for your records.

  • Reusable documents - Use the templates now and return to them later as your business grows, ownership changes, or new documentation is needed.

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The templates are based on guidance from the IRS, U.S. Small Business Administration (SBA), and Arizona Department of Revenue (AZDOR) and organized into practical documents that can be adapted to the business at hand.

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Important Note:

The S-Corp Template Library is provided for informational and organizational purposes only and does not constitute legal, tax, or financial advice. Each document should be reviewed and adapted to the specific business, circumstances, and applicable requirements. Consult an attorney, tax professional, or other qualified advisor when appropriate.

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