Organize the decisions before filing and the work after state approval. Check items as you plan them, follow the linked guides for context, and print the list if useful.
This is a general planning list. Completion of the list is not a determination that a company meets every state, tax, licensing or banking requirement.
0 of 12 planning steps checked
Before filing
Formation and records
After formation
Keep your actual records separately
A checkmark is a planning aid, not a filing receipt. Retain your approved state documents, ownership records, EIN notice if obtained and relevant confirmations. Check current agency instructions for your particular entity and activities.
The checkmarks are not saved when the page is reloaded and are not submitted by this tool. Do not enter personal tax identifiers here. See our complete LLC formation guide and cost planner.