What it is
Forming an LLC is a legal filing followed by tax and account setup. A checklist makes sure nothing between the state filing and the first payroll is missed.
This checklist runs from the name and registered agent through filing, the operating agreement, the EIN, the tax election and local registrations, and ends with the first-year calendar.
When to use it
- When a client starts a new LLC.
- When advising on tax treatment.
- When handing a new entity to the bookkeeping team.
What’s inside
- Entity facts table
- Four stages: before filing, formation, tax setup, operations
- Owner, date and note for each step
- Sign-off block
Standard cited
This template follows Forms SS-4, 8832, 2553. It is written in our own words, except for phrases the standard requires the document to contain, with [bracketed placeholders] for client details, amounts in USD and dates as MM/DD/YYYY. Check it against the current standard and your firm’s methodology before use.
Questions
Does the checklist include legal documents?
It reminds you to confirm that an attorney drafts the operating agreement. The firm does not draft it.
What about ownership reporting?
The checklist asks you to check the current FinCEN status and record the result, because FinCEN’s rulemaking, begun with a March 2025 interim final rule, exempts companies formed in the United States and U.S. persons, and the rule has changed since it began.
Where do election deadlines come from?
From the IRS instructions for Form 8832 and Form 2553, which the checklist asks you to calendar.
Related templates
- Entity Formation and Tax Setup Engagement Letter
- New Business Tax and Registration Setup Checklist
- Corporation Formation and S Election Checklist
- New Client Intake and Conflict Check Form
Last updated 11/06/2026. All free templates.