Business Compliance Checklist
Run through this list at least once a year — and whenever something big changes, such as a new owner, location, or state.
State entity compliance
- File your annual or biennial report in your formation state and every state where you're registered.
- Confirm your registered agent and addresses are current.
- Order a certificate of good standing if a bank, lender, or client needs one.
Licenses and permits
- Renew city and county business licenses or tax receipts.
- Renew professional and industry licenses before they expire.
Taxes
- File federal and state income or franchise tax returns.
- File and pay sales tax on your assigned schedule.
- Issue 1099s to contractors and W-2s to employees.
- Review whether you've created tax obligations in new states.
Records and governance
- Update your operating agreement or bylaws for ownership changes.
- Hold and document required meetings (corporations especially).
- Keep business and personal finances completely separate.
Related service: Business Registration Services →