| Task | Owner | Trigger | Status |
|---|---|---|---|
| Separate business bank account | Alex Meadow | After actual formation; credentials never recorded | Planned; not completed |
| State tax registration and sales tax review | Alex Meadow | Before first taxable sale; CPA verifies nexus and state rules | Planned; not completed |
| Local license and zoning | Alex Meadow | Before operation at a real address | Planned; not completed |
| BOI applicability check | Alex Meadow | Read current FinCEN official guidance for actual entity; no obligation assumed | Planned; not completed |
| Bookkeeping and document retention | Alex Meadow | Before first transaction | Planned; not completed |
| Annual report deadline verification | Alex Meadow | After formation; state registry record controls | Planned; not completed |
| Insurance binding review | Alex Meadow | Before outside use or sales; no coverage exists | Planned; not completed |
Sample — fictitious company. All numbers and people are invented scenario assumptions. This is draft concept paperwork; no physical testing, customer evidence, certification, filing or sign-off has occurred.