Do the documentation requirements vary across different entity types?
Yes. While GlobeTax typically requests standard onboarding documents like Powers of Attorney for all entity types, supplemental documentation requirements vary considerably. For example, a charity must provide copies of their IRS Tax Determination Letter and Articles of Incorporation, in addition to the standard documents required by GlobeTax. Likewise, a pension will need to provide Pension Plan Documents in addition to the standard documents required by GlobeTax.