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Worksheet · 12 Pages
LLC Setup & Compliance Worksheet
Interactive worksheet to track your LLC formation, EIN registration, operating agreement, and compliance milestones.
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🏢 Section 1: Business Identity Information
Enter your exact business information. This must be identical across all registrations, credit bureaus, and applications.
📌 Section 2: LLC Formation Milestones
Choose business name and verify availability
Check Secretary of State database + USPTO trademark search
File Articles of Organization with Secretary of State
Filing fee: $50–$500 depending on state
Receive Certificate of Organization / Formation
Keep original in your business records permanently
Obtain EIN from IRS (free at IRS.gov)
Takes 5–10 minutes online; instant issuance
Draft and execute Operating Agreement
Required in most states; critical for banking and funding
Open dedicated business bank account
Bring: EIN letter, Articles of Organization, Operating Agreement, ID
Register for state business taxes (if applicable)
Sales tax, payroll tax, franchise tax — varies by state
Obtain required business licenses and permits
Check city, county, and state requirements for your industry
Register with 411 / directory assistance
Required for business credit bureau recognition
Set up business email with company domain
Google Workspace ($6/mo) or Microsoft 365 ($6/mo)
Launch business website with contact information
Must include business name, address, phone, and services
Register D-U-N-S number with Dun & Bradstreet
Free (30 days) or $229 expedited (1–5 days)
📝 Section 3: Operating Agreement Tracker
Your Operating Agreement is the foundational document that governs your LLC. Banks and lenders will request this document. Ensure all sections are complete.
Business purpose and description is defined
Be specific — "consulting services" is better than "business services"
Member names and ownership percentages are listed
Must match what was filed with the Secretary of State
Management structure is defined (member-managed vs. manager-managed)
Most single-member LLCs are member-managed
Capital contributions are documented
Record initial investment amounts from each member
Profit and loss distribution rules are specified
Default is pro-rata by ownership percentage
Voting rights and decision-making procedures are outlined
Required for multi-member LLCs
Buy-sell provisions are included
What happens if a member wants to leave or dies
Dissolution procedures are documented
How the LLC will be wound down if needed
Operating Agreement is signed and dated by all members
Keep original + 2 certified copies
Operating Agreement is stored securely (physical + digital)
Use a fireproof safe or secure cloud storage
📅 Section 4: Annual Compliance Calendar
Failing to meet annual compliance requirements can result in your LLC being dissolved by the state — which destroys your business credit profile. Track these deadlines carefully.
| Compliance Task | Typical Deadline | Your Due Date | Status |
|---|---|---|---|
| Annual Report / Statement of Information | Varies by state (often Jan–Apr) | ||
| State Franchise Tax / LLC Fee | Varies by state | ||
| Federal Business Tax Return | March 15 (S-Corp/Partnership) or April 15 (C-Corp) | ||
| State Business Tax Return | Varies by state | ||
| Registered Agent Renewal | Annual (varies by provider) | ||
| Business License Renewal | Annual (varies by city/county) | ||
| Business Insurance Renewal | Annual |
📒 Section 5: Notes & Action Items
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This document is confidential and intended for enrolled clients only. © 2026 LuxeNova Capital Concierge.