Formation Checklist
State-specific filing steps, required forms, approximate filing fees, and timelines to incorporate or form an LLC.
A Business Starter Kit centralizes formation tasks and legal basics so founders can complete filings correctly, gather required documents, and set up signing and retention workflows that meet U.S. statutory and tax requirements.
Small business owners, founders, operations leads, and advisors use the kit at company formation or when onboarding the first employees and contractors.
It is also useful to accountants and attorneys as a checklist to confirm required filings and evidence needed for tax, banking, and vendor onboarding.
State-specific filing steps, required forms, approximate filing fees, and timelines to incorporate or form an LLC.
EIN instructions, W-9 template, guidance on 1099 reporting and payroll registration for federal and state obligations.
Starter operating agreement or bylaws, contractor agreement, confidentiality clause, and template offer letter.
Prepared PDFs and DOCX files with clearly marked signature, initial, and date fields for e-signing or notarization.
Document retention schedules tied to IRS, HIPAA, and other federal standards with suggested storage durations.
Instructions for secure eSignature, audit trails, signer authentication, and where to file executed copies.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel as required by contract |
| Authentication | Email + SMS code or ID check for higher assurance |
| Document Retention | Automatic archiving and export to secure cloud storage |
| Audit Trail | Enable IP, timestamp, and action logging for each signer |
Choose sharing channels that match recipient capabilities and legal requirements, including email links, secure portal upload, or direct integration with CRM or accounting systems.
Provide on request; no fixed IRS deadline
Recipient and IRS: Jan 31 each year
Paper to IRS: Feb 28; electronic: Mar 31
Form 1040 due April 15 (Form 4868 extension to Oct 15)
Available immediately online from IRS
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day trial | Trial varies | Trial varies | Trial varies | Trial varies |
| Bulk Send | Yes (premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 env/user/yr | Varies | Varies | Varies |
Optica streamlined document flow for deal paperwork using templated forms.
A property management founder used the kit for leases and vendor agreements.