Incorporation Checklist

For

Beta, Inc.

Dear Sophie Laurent,

The documents provided represent some of the requirements to incorporate and formally establish your corporation. That said, additional steps may be necessary based on your specific context to fully complete the process and ensure the company is properly organized and ready to operate.

Below is a basic incorporation checklist to help guide you.

General Corporate Matters

  • Certificate of Incorporation

  • Action of Sole Incorporator

  • Bylaws

  • Unanimous Consent of the Board of Directors

  • Certificate of Secretary

  • S-Corp Election

Corporate Stock Matters

  • Stock Purchase Agreement

  • Stockholder Consent

  • Common Stock Certificate

  • Assignment Agreement

  • Section 83(b) Election1

Tax Matters

  • Federal Tax Returns

  • Federal Payroll Taxes

  • State Income and Franchise Tax Return

  • State Payroll Taxes

  • State Unemployment Taxes

  • State Sales and Use Taxes

  • City and County Real and Personal Property Taxes

  • State and Local Business Licences

Doing Business as a Corporation

  • Check Name Availability in Delaware and other states as applicable

  • Fictitious Business Name Filing

  • Obtain a Registered Agent

Employees & Other Matters

  • Non-Disclosure Agreement

  • Founders Agreement

  • Employment Contract

  • Independent Contractor Agreement

  • Workers' Compensation

  • Other Labor Laws

  • Insurance