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INITIAL REPORT · POST-FORMATION

Your company's first filing.

A handful of states require an Initial Report, sometimes called a Statement of Information or a list of officers, within 30 to 90 days of forming your entity. Miss it and you can lose the good standing you just earned. We file it in minutes and put your next deadline on a calendar so it never happens again.

Required in select states · due 30 to 90 days after formation · specialist-reviewed
Where you are now

You just formed. A clock may already be running.

Filing your Articles felt like the finish line. In a few states, it is actually the starting gun: the moment you form, a countdown begins for a one-time Initial Report, due in as little as 30 days. Most founders never hear about it until a penalty notice arrives and the good standing they just paid for is suddenly in question. If you formed in one of those states, this is the filing that keeps your company clean out of the gate.

BosAI Hi, I'm your filing assistant. The day you form, I check whether your state wants an Initial Report and exactly when it is due, so a deadline you never knew about does not cost you your good standing. Meet BosAI →
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So do you even need one? It depends entirely on your state.

What an initial report is

A one-time confirmation, on the public record.

An Initial Report tells the state who and where your company is, right after it forms: your principal address, your registered agent, and your managers or officers. The names differ by state, a Statement of Information, an Initial List of Officers, a first Annual Registration, but the job is the same. It is short, it is usually one-time, and in the states that require it, skipping it can void the good standing you just created.

Your state requires one if you formed in
  • California: a Statement of Information, due within 90 days of formation.
  • Nevada: an Initial List of Officers, due within 30 days of incorporation.
  • New Mexico: an Initial Report, due within 30 days.
  • Georgia and a few others: an initial registration due within about 90 days.
Most states don't, and instead
  • Your first obligation is simply the regular annual or biennial report.
  • There is no separate post-formation filing to catch in the first month.
  • The same details, address, agent, managers, are confirmed on that first report instead.
  • Either way, we track which rule is yours so nothing is missed.

Why such a short deadline matters: unlike an annual report you have months to plan for, an initial report lands while you are still setting up the bank account and the website. It is the easiest compliance step to forget and one of the most common reasons a brand-new entity slips out of good standing before it has done any business at all. We flag it the day you form, not after the fact.

If your state is on the list, the window is short. Here's the timeline.

The timeline

From formed to filed, inside the window.

The report itself takes minutes. The point is doing it before the state's short clock runs out. Here is the real sequence.

Day 0 · Formed

The clock starts

Your Articles are filed and the entity exists. In states that require it, the 30-to-90-day window for the Initial Report opens the same day.

Right away · We check

Confirm whether you need one

We check your state and flag the deadline the day you form, so the report is on your radar before anything else has a chance to bury it.

Minutes · We prepare

Fill the report

Principal address, registered agent, and managers or officers, drawn from what we already have on file for your formation. You confirm, we file.

On time · Filed

Good standing secured

The state records the report and your entity stays in good standing. We store the confirmation in your vault next to your formation documents.

Next · Calendar

Your recurring report scheduled

The one-time report done, we put your ongoing annual report on a compliance calendar, so the next deadline is handled before you have to think about it.

Short window, simple handoff. Here it is.

How it works

You confirm the details. We file on time.

Four moves take you from just-formed to on the record and in good standing, well inside the deadline.

01 · Check

Is one required

We confirm whether your state wants an Initial Report and pin the exact deadline.

02 · Prepare

Fill the report

Address, agent, and managers, pre-filled from your formation record. You just confirm.

03 · File

Submit to the state

We file the report, specialist-reviewed, and store the confirmation in your vault.

04 · Calendar

Schedule what's next

Your recurring annual report goes on the calendar so nothing lapses later.

BosAI The Initial Report is the deadline new owners miss most, because it hits during setup. I surface it the day you form and again before it is due, so a first-month filing never becomes a first-year problem.

File this one report, or put every filing after it on autopilot.

Two ways to file

File the one report, or never track a deadline again.

Initial report filing

The one-time report, filed

The core act: your Initial Report prepared, reviewed, and filed inside the window.
  • Deadline confirmed for your state
  • Report pre-filled from your formation record
  • Specialist review before submission
  • Confirmation stored in your vault
File my initial report
RECOMMENDED Compliance on autopilot

This report and every one after

The initial filing plus your recurring reports tracked and filed for you, year after year.
  • Everything in the filing
  • Every annual report tracked and filed
  • Registered agent and deadline monitoring
  • One calendar for every state you operate in
Put it on autopilot

State report fees vary by jurisdiction and are passed through at cost. See what filing costs →

Filed on time. Here's the company, clean out of the gate.

On the record

First filing done, good standing intact.

When the state records your Initial Report, your brand-new company is fully on the books: address, agent, and managers confirmed, good standing preserved from day one. We store the filing next to your formation documents and hand the next deadline to your calendar, so the very first compliance step is also the last one you have to remember on your own.

Status

Harborline Studio, LLC

Statement of Information, filed with the Secretary of State within the post-formation window.

DUE WITHIN 90 DAYS OF FORMATION
FILED ON TIME · GOOD STANDING
Caught in time

Ava formed in California on a Friday.

She had ninety days to file a Statement of Information and no idea it existed. We flagged it the day her LLC formed, pre-filled it from her Articles, and filed it that first week. By the time she opened her bank account, the report was already done and her standing was clean.

Formed Flagged Filed Good standing
Related, and logical

What comes right after formation.

First step behind you. Here's the whole road ahead.

The whole lifecycle

The first report is the start of staying compliant.

It is the earliest step on a long road, and every step after it lives on one platform, so keeping the company in good standing is one system instead of a scramble of separate deadlines.

Form EIN First report Comply Expand Dissolve

Form it, file its first report, and keep it compliant for life, all inside File.Business. One platform for the whole life of the company, from the very first deadline.

BosAI The first report is where I start. From here I track every deadline your company has, so you never lose good standing to a date you did not know about.
FAQ

The questions new owners ask about the first filing.

What is an Initial Report?

An Initial Report is a one-time filing that certain states require shortly after you form an entity, confirming your principal address, registered agent, and managers or officers on the public record. It goes by different names, a Statement of Information, an Initial List of Officers, a first Annual Registration, but the purpose is the same. We file it for you inside your state's window.

Which states require one?

Only some. California requires a Statement of Information within 90 days of formation, Nevada an Initial List of Officers within 30 days, New Mexico an Initial Report within 30 days, and Georgia and a few others an initial registration within roughly 90 days. Most states do not have a separate initial filing; your first obligation is simply the regular annual report. We confirm which rule applies to your state so you are not guessing.

What is the deadline, and what if I miss it?

Deadlines run from about 30 to 90 days after formation, depending on the state. Missing one can push your brand-new entity out of good standing and trigger penalties, before you have even started operating. Because it lands during setup, it is one of the most commonly missed filings. We flag the date the day you form and again before it is due, so it does not slip.

How is an Initial Report different from an Annual Report?

An Initial Report is a one-time filing due right after formation, while an Annual Report repeats every year or two to keep your information current. In states with an initial requirement, you file the Initial Report first and then the recurring annual report on its own schedule. In states without one, the annual report is simply your first filing. We track both so neither is missed.

What information does it ask for?

Generally your principal business address, mailing address, registered agent, and the names of your managers, members, or officers. It is the same information you provided when forming, which is why we can pre-fill the report from your formation record and simply have you confirm it, rather than starting from a blank form.

Is a Statement of Information the same thing?

Yes. Statement of Information is California's name for it, and other states use their own terms like Initial List of Officers. They are all versions of the same post-formation filing that confirms your company's key details with the state. We handle whichever form and name your state uses, so the label does not matter to you.

Can File.Business file my Initial Report?

Yes: we confirm whether your state requires one, pin the deadline, pre-fill the report from your formation details, file it after your review, and store the confirmation in your vault. From there we can put your recurring annual report on a compliance calendar, so the first filing and every one after it are handled.

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