Step 1: Gather 3 documents
All 3 are free. Whoever has your MassTaxConnect and unemployment insurance logins, usually payroll or finance, can do this in one sitting. Start here, because the application rejects any document that's missing, expired or the wrong version.
Certificate of Good Standing (Massachusetts Department of Revenue)
How to request it (Mass.gov) (opens in a new tab)
- Already registered with MassTaxConnect: log in, click More, then choose Request a Certificate of Good Standing under Other Actions.
- Not registered: from the MassTaxConnect homepage, choose Request a Certificate of Good Standing under Businesses.
- Timing: online requests are generally ready 24 to 48 hours after approval. Paper requests take 4 to 6 weeks, so don't use paper.
- It has to be current: the notice date must be within 6 months of your application, and it must show your full legal name and FEIN.
- If it won't issue: unfiled returns or an outstanding balance block the request. Clear those first.
Certificate of Compliance (Department of Unemployment Assistance)
Step-by-step instructions (Commonwealth Corporation help center) (opens in a new tab)
- Where: log in to the Unemployment Services for Employers portal, then go to Additional Services, Compliance, Request certificate of compliance.
- One choice matters: when asked for the entity type, choose Commonwealth Corporation.
- To download it: Additional Services, Correspondence, View Letters.
- Check it before you upload. It must show all 4 of these, or the application is rejected:
- Your correct legal business name and address
- Your correct FEIN
- The line saying your organization contributes to the Workforce Training Fund Program, with your average employee count
- An expiration date later than today
- If the Workforce Training Fund line isn't there, your organization isn't eligible for Express funding.
IRS Form W-9
- Complete and sign a current W-9 for your organization.
- It must match your application exactly: legal business name, any DBA, FEIN and legal address.
- An incomplete or mismatched W-9 gets the application rejected.