Key facts

EIN
Free directly from the IRS

Check whether your business needs one.

Next action
Something you can do or ask

Include the office or person when you are waiting.

Done means
The result exists

An answer, an issued document or a saved confirmation.

Start with the work, then the requirements

Describe one thing you will sell, who will buy it and what you expect to charge. That gives the rest of the checklist a real business to refer to. 'Painting spare bedrooms' raises different equipment and licensing questions from 'anything home improvement.'

Then find the requirements that apply. The IRS startup checklist covers federal basics such as structure, tax year, an EIN if needed and employee forms. State and local requirements add another layer. An unanswered question belongs on the list with the office you need to ask. (IRS: checklist for starting a business)

Give every checkmark a meaning

A NASA report on flight-deck checklists offers a surprisingly useful design idea: an item should describe the condition you want to confirm, and the sequence should fit the work happening around it. The researchers studied aviation, not startups. Still, 'registration confirmation saved' is a clearer finish line than 'sort legal stuff.' (Degani and Wiener: Human Factors of Flight-Deck Checklists (NASA, 1990))

Use the table as a working list. Add the person handling each action and anything it depends on. If a row does not apply, record why so you do not reopen the same question next week.

AreaNext actionKeep when complete
OfferWrite the service, customer, price and limits.A working offer and the assumptions still to test.
Startup costsPrice the must-have purchases and ongoing bills.Quotes and a budget that labels estimates.
Structure and registrationChoose the structure and complete required registrations.The filing confirmation and governing documents, where applicable.
EIN and tax setupCheck whether you need an EIN and which taxes apply.The IRS confirmation if applicable and a list of filing obligations.
Licenses and locationAsk the relevant state/local offices about the work and address.The issued permissions or an answer identifying what applies.
Money and recordsChoose business banking and an income/expense record system.Account setup and a place for receipts and invoices.
Insurance and agreementsCheck coverage needs and put customer commitments in writing.Policy documents and an agreement you understand.
First jobWalk through inquiry, quote, booking, work, invoice and follow-up.The gaps you found and the actions that close them.
Scroll the table horizontally on a smaller screen.

Do the steps that unblock the next steps

Return to the painting example. Before buying a van full of equipment, price the first kind of job and ask which registrations or licenses apply. Before submitting an EIN application for an LLC, form the entity through the state. The IRS says to register the legal entity first; applying directly for the EIN is free. (IRS: employer identification numbers)

A checklist does not have to pretend everything takes one day. If the bank needs a document that has not arrived, record that dependency and move to work you can do. Waiting is a status. It should not look like forgetting.

Rehearse one ordinary job

Run the first customer through the business on paper. Where does the request land? Who confirms the price? How will you know the appointment changed? What tells you the invoice has gone out?

For the hypothetical painter, that exercise might reveal that the quote never says who moves the furniture. Better to settle that now than while holding a roller in somebody's living room. Save the useful steps as a template, then improve it after the first real job.

Set up records before the receipts multiply

The IRS asks you to keep records supporting business income and expenses. Receipts, invoices and other transaction documents are part of that evidence. Pick where they go before the first month produces a small paper ecosystem. (IRS: what business records should I keep?)

Keep renewal dates with their official sources: entity reports, licenses, insurance and any tax obligations that apply. Their schedules differ. A recurring calendar event can hold the date you confirmed, while a preparation entry gives you time to gather what is needed.

Your checklist

0 of 7 checked

Checks stay in this page only and reset on reload. Checking an item does not submit a filing or update an account.

Sources

Questions & answers

Does every startup need an LLC?

No. The right structure depends on ownership, liability, taxes and how the business will operate. Choose the structure before filing; an LLC is not a universal first step.

Does every startup need an EIN?

No. The IRS explains who needs one. If you do, apply directly through the IRS for free and follow the instructions for your business structure.

Does an LLC replace a business license?

No. Entity formation and permission to carry out particular work are separate. Check the requirements for the business activity and location.

Which item should I do first?

Write the offer, then identify anything that must be in place before selling or doing the work. Use dependencies to set the order instead of assuming one checklist fits every business.

Can I use this without BizzyBot?

Yes. A notebook, spreadsheet or document can hold the same actions. BizzyBot gives the tasks, dates and notes a shared place when that becomes useful.

Who is this for?

Are you a builder, a baker, a candlestick maker? Got a pulse and a small-business dream? Pull up a chair.

A few businesses that can use BizzyBot:

  • Shop owners
  • Consultants and designers
  • Builders and tradespeople
  • Repair shops and salons
  • Cleaning and landscaping businesses

Starting out or already juggling customers, jobs and a calendar that won't sit still? Keep the details together so your head doesn't have to hold every last one.

Business examples from 2025 U.S. Census application data

What's the difference between owners, teammates and light users?

Owner: $12/month. The person who runs the business workspace, manages billing and decides who gets access.

Teammates: $6 per person, per month. They create or change projects, tasks, schedules and events, and use the calendars. Their permissions decide what they can change.

Light users: $0 per person, per month. They can view schedules and the jobs they're assigned to in the owner's workspace. People who edit that work need a teammate seat.