Free Legal Business Licensing Checklist Outline Template

Download

Share

Free Legal Business Licensing Checklist Outline Template

Legal Business Licensing Checklist Outline


Prepared by: [YOUR NAME]

Company: [YOUR COMPANY NAME]

Date: [DATE]


Business Entity Formation

Task

Completed (✓)

Choose a business structure (e.g., sole proprietorship, LLC, corporation)

Register the business name with the appropriate state authority.

Obtain an Employer Identification Number (EIN) from the IRS (if applicable)

File articles of incorporation/organization with the state (for LLCs or corporations)

Draft and adopt an operating agreement or corporate bylaws


Federal Licenses and Permits

Task

Completed (✓)

Determine if the business requires federal licensing (e.g., alcohol, firearms, transportation)

Apply for industry-specific federal permits through the appropriate agencies (e.g., ATF, DOT, FDA)


State Licenses and Permits

Task

Completed (✓)

Check state requirements for business registration and licensing

Apply for a state business license through the Secretary of State or other state agencies.

Obtain professional or occupational licenses (if applicable)

Register for state taxes, including sales tax, withholding tax, and unemployment tax.

Apply for industry-specific permits (e.g., health permits, environmental permits)


Local Licenses and Permits

Task

Completed (✓)

Check local (city or county) licensing requirements

Obtain a general business license from the city or county clerk’s office.

Apply for zoning and land use permits.

Obtain signage permits for outdoor or on-premise advertising.

Secure health and safety permits (if operating a food service or hospitality business)


Special Industry-Specific Licenses

Task

Completed (✓)

Research licensing requirements specific to the industry (e.g., childcare, construction, transportation)

Apply for and maintain any certifications required for the industry (e.g., contractor’s license, food handler certification)


Business Insurance and Bonds

Task

Completed (✓)

Assess insurance requirements (e.g., liability, workers’ compensation, property insurance)

Purchase insurance policies necessary for compliance and protection

Obtain surety bonds if required for certain industries (e.g., construction, public projects)


Annual Renewal and Maintenance

Task

Completed (✓)

Mark renewal dates for licenses and permits on a calendar or system

File annual reports with state authorities (if required)

Pay annual licensing fees to maintain compliance.

Update licenses when expanding operations or changing the business address


Documentation and Record Keeping

Task

Completed (✓)

Keep copies of all licenses, permits, and applications on file

Maintain records of compliance with state and federal laws.

Prepare for audits or inspections by keeping documentation organized.

Checklist Templates @ Template.net