Business Setup Checklist
A four-phase checklist that walks you through forming and registering a small business.
Small Business Setup Checklist ================================ Phase 1 — Decide [ ] Choose business structure (sole proprietor, LLC, partnership, corp) [ ] Choose and verify business name (state DB + domain + trademark search) [ ] Decide on business address (home, virtual, or commercial) Phase 2 — Register [ ] File state formation paperwork (LLC/corp/partnership) [ ] Register DBA / trade name (if applicable) [ ] Apply for EIN on IRS.gov (free) [ ] Save EIN confirmation letter (Form CP 575) Phase 3 — Open accounts [ ] Open business checking account [ ] Apply for business credit/debit card [ ] Set up merchant processor (Stripe, Square, etc.) if needed [ ] Set up bookkeeping system or spreadsheet Phase 4 — Compliance [ ] State business license (if required) [ ] City/county business license or permit [ ] Sales tax registration (if selling taxable goods/services) [ ] Industry-specific licenses [ ] Business insurance policy in place [ ] Calendar reminders for annual report and license renewals
Format: Plain text file. Copy it into your notes app, or download it.