Onboarding Checklist
Health Justice Initiative
Check off what you already have, flag what needs to be completed or is pending, and mark anything that doesn’t apply. No need to send it all before our kick off call!
01
Systems Access
HaveNeedN/A
QBO
QuickBooks Online — login or user invite
Email
Inbox access or delegated/forwarded access, as appropriate
Payroll
Platform used to run payroll (Gusto, ADP, Paychex, etc.)
CRM
Donor, grants, or client relationship system
Expense Management (AP)
Accounts payable / expense tool (Bill.com, Ramp, etc.)
Payment Processor (AR)
Accounts receivable / donation or invoice processing
02
Incorporation & Compliance Documents
HaveNeedN/A
IRS Determination Letter
Confirms federal tax-exempt status
Articles of Incorporation
Founding legal document
Bylaws
Governing rules of the organization
CHAR500
Annual charity registration filing, NY AG Office
Form 990
Most recent annual IRS information return
Form CT-247
Corporate franchise tax exemption application
ST-119.2
NY sales tax exemption certificate
03
Additional Items
HaveNeedN/A
CPA / Accountant Introduction
Contact info or introduction to your outside accountant
Recent Financial Statement
Most recent P&L / balance sheet
Relevant Org Policies / Handbook
HR, finance, or operational policies currently in place