Starting a business is an exciting journey, but it can also be overwhelming if you’re unsure which documents are necessary to get your business officially registered. Here’s a simple guide to help you navigate the key documents you need to get started — and avoid missing important paperwork.
1. Business Formation Document (LLC or Corporation)
The first document you’ll need is the formation paperwork for your chosen business structure, whether it’s an LLC, corporation, or sole proprietorship.
- LLC:
You’ll need to file Articles of Organization with your state’s business filing agency (in Florida, this is Sunbiz.org). - Corporation:
File Articles of Incorporation with the Secretary of State.
These documents officially register your business with the state and protect your personal assets.
2. Fictitious Name Registration (DBA)
If you’re operating your business under a name other than your own personal legal name (or your LLC’s/corporation’s name), you’ll need to file a Fictitious Name Registration (DBA — Doing Business As).
- Filing:
This is done at the state level or through your county’s business office. - Why it’s needed:
It ensures you’re legally recognized under your business name.
3. Operating Agreement (For LLCs)
If you’re forming an LLC, having an Operating Agreement is highly recommended, even though it’s not required in all states.
- What it does:
It outlines the ownership and organizational structure of the LLC, plus any operating procedures. - Why it’s important:
This document helps prevent misunderstandings between business partners or members and clarifies decision-making processes.
4. Federal Employer Identification Number (EIN)
An EIN (Employer Identification Number) is essentially a Social Security Number for your business. You’ll need one if you’re hiring employees, or if your business operates as a corporation or LLC.
- How to get it:
You can easily apply for an EIN online through the IRS website. - Why you need it:
It allows you to open business bank accounts, apply for business licenses, and handle employee taxes.
5. Local Business Tax Receipt
Most cities and counties in Florida require a Local Business Tax Receipt (formerly known as an occupational license) to operate within that jurisdiction.
- How to get it:
You can apply through your county’s tax collector’s office (e.g., Hillsborough County or Miami-Dade) or on their websites. - Why it’s needed:
It’s required for all businesses operating in a local area, even if you’re running a home-based business.
6. Sales Tax Permit (If Applicable)
If you’re selling goods or services subject to sales tax, you must apply for a Sales Tax Permit through the Florida Department of Revenue.
- How to get it:
Apply online through Florida Department of Revenue. - Why it’s needed:
This allows you to legally collect and remit sales tax on sales in Florida.
7. Business Insurance Documents (Optional but Recommended)
While not always required by law, getting business insurance (like General Liability Insurance) is highly recommended to protect yourself and your business.
- Why it’s important:
It shields you from lawsuits, accidents, or damages. - How to get it:
Contact an insurance agent who specializes in small business insurance.
Conclusion: Keep It Simple, But Stay Organized
Starting your business doesn’t need to be complicated, but you need to have the right paperwork in place. By following these steps and ensuring you have all the essential documents, you’ll be legally set to launch your business successfully and stay compliant with state and federal regulations.
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