Initial Report Filing

File your company's initial report after formation

Estimated time: 10-15 minutes
Step-by-step guidance

What You'll Complete

1
Business Info
2
Filing Details
3
Review & Submit

Ready to start?

Request initial report filing and we'll walk you through it step by step.

About initial report filing

Several states require a separate initial report shortly after formation — often within 30 to 90 days — listing officers, directors or managers, and the business address. California, Nevada, and a handful of others impose it in addition to the ongoing annual report.

It's easy to miss because it arrives right when a new owner is busy with banking, licensing, and getting the business running, and the penalty for missing it can exceed the filing fee itself. In some states, non-filing can suspend the entity's rights before it has finished its first year.

We file the initial report inside the state's window and record the date in your compliance calendar so the follow-on annual report doesn't slip either.

Common questions

How is this different from the annual report?

The initial report is a one-time post-formation filing with a short deadline. The annual report recurs for the life of the entity.

Which states require one?

It's a minority of states, and the deadline and content vary. If yours requires it, the requirement shows up in your compliance calendar after formation.

What if I miss the deadline?

Penalties are state-specific and can be significant, and continued non-filing can lead to suspension or administrative dissolution.

Can it be filed with the formation?

No — it's filed after the entity exists, since it reports the entity's post-formation officers and address.