📝 Overview
An RFI is a request for an IRS document that confirms your business's legal name, Federal Employer Identification Number (FEIN), and filing address. Completing the RFI is required before your account can be activated and payroll can run.
🔍 What Is a CP-575 Letter?
The most commonly accepted document for an RFI is the CP-575. This is an IRS notice confirming that your business has been issued a FEIN. It includes:
Your FEIN, the nine-digit number used to conduct business
Your legal business name and filing address
The federal tax forms your business is required to file
🛠️ How to Upload Your RFI Document
There are two ways to upload your RFI document, depending on where you are in the onboarding process.
During Onboarding
Click the arrow to learn more
Click the arrow to learn more
If the RFI is triggered during onboarding, an additional step labeled "Verify your business details" will appear in your onboarding flow. Select Start to upload the document.
After Onboarding Is Complete
Click the arrow to learn more
Click the arrow to learn more
If the RFI is required after you've completed onboarding, navigate to your Dashboard and select Start next to "Additional documentation is required."
After you upload the document, our team will review it and follow up if anything additional is needed. Once the review is complete, your account status will be updated to Ready.
❓Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
How long does it take to complete an RFI?
Click the arrow to see the answer
Click the arrow to see the answer
Approximately 48 hours after you've submitted the requested document. Our team will follow up if additional information is needed.
What if I can't find my CP-575 letter?
Click the arrow to see the answer
Click the arrow to see the answer
If you've misplaced your CP-575, you can request a FEIN Verification Letter (147C) from the IRS as an alternative. To request one, call the IRS Business & Specialty Tax line at (800) 829-4933, then follow the menu prompts. Note that phone menu options may change, so listen carefully when prompted.
Once connected to an agent, let them know you've misplaced your CP-575 and need a 147C letter. The agent will ask a few security questions and give you the option to receive the letter by fax or mail.
💡 Pro Tip: If you have access to a fax, request the 147C by fax for faster delivery. Without a fax, delivery by mail can take 4 to 6 weeks. If you don't have a dedicated fax number, services like efax.com, myfax.com, or hellofax.com can provide one.
What happens after I submit the RFI document?
Click the arrow to see the answer
Click the arrow to see the answer
Our team reviews the document and follows up if anything additional is needed. Once the review is complete, your account status is updated to Ready and you can proceed with payroll.
Will my account be on hold while the RFI is being reviewed?
Click the arrow to see the answer
Click the arrow to see the answer
Yes. Your account will remain in a pending status until the RFI review is complete. This is a required compliance step before DaySmart Payroll can process payments on your behalf.
What if I receive an RFI but I've already completed onboarding?
Click the arrow to see the answer
Click the arrow to see the answer
RFIs can be triggered at any point if additional verification is needed. If you've already completed onboarding, upload the required document through your Dashboard by selecting Start next to "Additional documentation is required." The process is the same regardless of when the RFI is triggered.