Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Date: [DATE]
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 |
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) |
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) |
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) |
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) |
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) |
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 |
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. |
Templates
Templates