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Client Resource

Business Startup & Registration Checklist

General tax and administrative items to consider when establishing a business.

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Checklist

  • Business activity and proposed legal/business name
  • Owners, ownership percentages and countries/states of residence
  • Federal Employer Identification Number (EIN)
  • Applicable California business and tax registrations
  • California Department of Tax and Fee Administration seller’s permit if required
  • DBA / Fictitious Business Name filing if applicable
  • City or local business registration and business tax certificate
  • Employer/payroll registration if hiring workers
  • Business bank-account documentation package
  • Bookkeeping and recordkeeping system
  • Federal and California tax filing calendar
  • Insurance, contracts, licenses and legal matters reviewed with appropriate professionals where needed
This resource is general information, not legal advice, and is not a substitute for review of your specific facts. Tax laws and agency procedures may change.