Annual Compliance Checklist

Maintaining your business can be tricky and time consuming for any owner, and ensuring you have met your business's annual compliance requirements can be a large part of that maintenance. Use the list below to determine which filings your business may require based on this years activities and changes.

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This Year, Your Business:

  • Added or changed locations
  • Added or changed lines of business
  • Changed your business name
  • Refinanced
  • Closed or sold entities
  • Merger or Acquisition
  • Corporate spin-off

Be Sure You File:

  • Conversion filings
  • Dissolution/Withdrawal
  • Merger integration filings
  • Reinstatement filings
  • Name renewal filings
  • Filing annual reports
  • Update business licenses

Next Year Your Business Will:

  • Add or change locations
  • Add or change lines of business
  • Change your business name
  • Refinance
  • Close or sell entities
  • Have a Merger or Acquisition
  • Create a Corporate spin-off

Be Sure You File:

  • Good standing certificates
  • Bring down letters
  • Conversion filings
  • Name reservation filings
  • Assumed name filings
  • Filing delinquent annual reports
  • Updated business licenses

You're in Global Markets or Will Be:

  • Merge or acquire global a company
  • Adding or changing global locations
  • Adding lines of business overseas
  • Refinancing
  • Closing or selling entities abroad
  • Changing overseas business names

You'll Need to Stay Compliant:

  • Good standing certificates
  • Bring down letters
  • Conversion filings
  • Name reservation filings
  • Assumed name filings
  • Filing delinquent annual reports
  • Updated business licenses

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