LIST of FORMS
DETAILS of APPENDIX of STATE BUSINESS LAWS
INTRODUCTION to the BUSINESS START-UP TOOLKIT
Installation Instructions for Installing Forms-on-CD
Installation Instructions for PCs
Installation Instructions for MACs
Instructions for Using Forms-on-CD
To Access Adobe PDF Forms
To Fill in and Use PDF Forms
To Access and Complete the Text Forms
Technical Support
CHAPTER 1: Deciding to Start Your Own Business
Sole Proprietorship
Disadvantages
Advantages
Partnership
Disadvantages
Advantages
Corporation
Disadvantages
Advantages
S-Corporation
Limited Liability Company
Disadvantages
Advantages
CHAPTER 2: Business Start-Up Checklists
. . . . . . . .
Sole Proprietorship Start-Up Checklist
Partnership Start-Up Checklist
Corporation Start-Up Checklist
S-Corporation Start-Up Checklist
Limited Liability Company Start-Up Checklist
CHAPTER 3: Developing a Business Plan
Business Plan Worksheet
Preparing Your Business Plan
Preparing Your Executive Summary
Executive Summary
Compiling Your Business Plan
CHAPTER 4: Developing a Marketing Plan
Business Marketing Worksheet
CHAPTER 5: Developing a Financial Plan
Business Financial Worksheet
Preparing a Profit and Loss Statement
Estimated Profit and Loss Statement
Preparing a Balance Sheet
Current Balance Sheet
CHAPTER 6: Business Paperwork
The Importance of Business Recordkeeping
Sole Proprietorship Paperwork Checklist
Partnership Paperwork Checklist
Corporation Paperwork Checklist
S-Corporation Paperwork Checklist
Limited Liability Company Paperwork Checklist
CHAPTER 7: Starting Business as a Sole Proprietorship
Formation of a Sole Proprietorship
Sole Proprietorship Property
Sole Proprietorship Liability
Sole Proprietorship Books and Records
Pre-Start-up Activities
Pre-Start-up Worksheet
Sole Proprietorship Pre-Start-up Checklist
Registration of Sole Proprietorship
Sole Proprietorship Plan
Statement of Intention to Conduct Business Under an Assumed or
Fictitious Name
Sole Proprietorship Plan Checklist
Sole Proprietorship Plan form
CHAPTER 8: Starting Business as a Partnership
Formation of a Partnership
Partnership Property
Partner Acting as an Agent of the Partnership
Partnership Liability
Partner’s Liability
Partner’s Rights and Duties
Partnership Books and Records
Partnership Agreement
Partnership Registration
General Standard’s of a Partner’s Conduct
Pre-Partnership Activities
Pre-Partnership Worksheet
Pre-Partnership Checklist
Partnership Agreement
Partnership Agreement Checklist
Partnership Agreement form
Amendments to Partnership Agreement
Amendment to Partnership Agreement form
Termination of a Partnership
Partnership Termination Worksheet
Termination of Partnership Agreement form
Registration of Partnerships
Statement of Partnership Authority
Amendment to Statement of Partnership Authority
Cancellation of Statement of Partnership Authority
Registration of Partnership Name
Statement of Intention to Conduct Business Under an Assumed or
Fictitious Name
CHAPTER 9: Starting Business as a Corporation
Pre-Incorporation Activities
Pre-Incorporation Worksheet
Pre-Incorporation Checklist
Document Filing Checklist
Articles of Incorporation
Articles of Incorporation Checklist
Corporate Bylaws
Corporate Bylaws Checklist
Corporate Bylaws form
Corporate Directors Meeting
First Board of Directors Meeting Checklist
Notice of First Board of Directors Meeting
Waiver of Notice of First Board of Directors Meeting
Minutes of First Board of Directors Meeting
Annual Board of Directors Meeting Checklist
Notice of Annual Board of Directors Meeting
Waiver of Notice of Annual Board of Directors Meeting
Minutes of Annual Board of Directors Meeting
Corporate Shareholders Meeting
First Shareholders Meeting Checklist
Notice of First Shareholders Meeting
Waiver of Notice of First Shareholders Meeting
Authorization to Vote Shares (Proxy)
Minutes of First Shareholders Meeting
Annual Shareholders Meeting Checklist
Notice of Annual Shareholders Meeting
Waiver of Notice of Annual Shareholders Meeting
Minutes of Annual Shareholders Meeting
Corporate Resolutions
Corporate Resolutions Checklists
Resolution of Board of Directors
Resolution of Shareholders
Consent Resolutions
Consent Resolution of Board of Directors
Corporate Stock
Corporate Stock Checklist
Corporate Stock Certificate
Corporate Stock Transfer Book
Receipt for Corporate Stock
CHAPTER 10: Starting Business as an S-Corporation
S-Corporation Checklist
Minutes of First Shareholders Meeting of S-Corporation
Resolution of Shareholders Regarding S-Corporation Status
4
IRS Form 2553: Election by a Small Business Corporation
Instructions for IRS Form 2553
CHAPTER 11: Starting Business as a Limited Liability Company
Organization of a Limited Liability Company
Articles of Organization
Operating Agreement
Management
Limited Liability Company Existence
Division of Profits and Losses
Voting Rights of Members
Membership and Management Meetings
Member and Manager Liability to Others
Additional Default Rules
Taxation of Limited Liability Companies
Series Limited Liability Companies
Pre-Organization Activities
Pre-Organization Worksheet
Pre-Organization Checklist
Document Filing Checklist
Application for Reservation of Limited Liability Company Name
Articles of Organization
Articles of Organization Checklist
Preparing Your Articles of Organization
Operating Agreement
Operating Agreement Checklist
Operating Agreement form
Members Meeting
First Members Meeting Checklist
Minutes of First Members Meeting
Annual Members Meeting Checklist
Minutes of Annual Members Meeting
Amendments to Articles of Organization or Operating Agreement
Amendment to Articles of Organization form
Amendment to Operating Agreement form
Termination of Limited Liability Company
Limited Liability Company Termination Worksheet
Termination of Limited Liability Company form
CHAPTER 12: Employee Documents
General Employment Contract
Independent Contractor Agreement
Contractor/Subcontractor Agreement
General Employment Contract form
Independent Contractor Agreement form
Contractor/Subcontractor Agreement form
CHAPTER 13: Business Financial Recordkeeping
Understanding Financial Records
The Balance Sheet
The Profit and Loss Statement
Accounting Methods
Accounting Systems
Accounting Periods
Chart of Accounts
Income Accounts
Expense Accounts
Asset and Liability Accounts
Tracking Business Assets
Inventory
Fixed Assets
Deductible Expenses/Depreciable Property
Tracking Business Debts
Tracking Business Expenses
Tracking Business Income
Financial Recordkeeping Checklist
CHAPTER 14: Business Payroll
Setting up Your Payroll
Payroll Checklist
Quarterly Payroll Timesheet
Employee Payroll Record
Payroll Depository Record
Annual Payroll Summary
CHAPTER 15: Taxation of Businesses
Taxation of Sole Proprietorship
Sole Proprietorship Tax Forms Checklist
Sole Proprietorship Tax Schedules
Taxation of Partnerships
Partnership Tax Forms Checklist
Partnership Tax Schedules
Taxation of Corporations
Corporation Tax Forms Checklist
Corporation Tax Schedules
Taxation of S-Corporations
S-Corporation Tax Forms Checklist
S-Corporation Tax Schedules st
Taxation of Limited Liability Companies
Limited Liability Company Tax Forms Checklist
Limited Liability Company Tax Schedules
GLOSSARY OF BUSINESS TERMS
INDEX