Corporation Formation Checklist

California Secretary of State Filings
  • Articles of Incorporation
  • Statement of Information

Permits and Licenses
  • Federal, state and local business licenses
  • Local seller’s permits
  • State sales and use taxes
  • Registrations for doing business outside ofCalifornia

Tax Filings and Withholdings
  • Federal Employer Identification Number
  • California Employment Development Department Account Number
  • Withholding federal and state income taxes and federal social security (FICA) taxes from taxable wages paid to employees
  • Withholding state disability insurance from taxable wages paid to employees
  • Proving workers’ compensation insurance to employees
  • Payment of unemployment insurance
  • Federal and state income taxes
  • Local payroll taxes

Corporate Records & Maintenance
  • Bylaws
  • Buy-Sell Agreements / Shareholders’ Agreement
  • Minutes
  • Corporate bank account

  • Federal and state securities filings and exemptions

Intellectual Property
  • Trademark, service mark, copyright and patent registrations

*This checklist is not exhaustive and only includes some of the typical concerns of corporate formation. © 2008 Szeto Law Group. These materials do not constitute legal advice and are for general informational purposes only. They may be reproduced for personal use and for non-commercial distribution. All copies must include this copyright statement.
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