How to Keep LLC Files Organized

Binders keep business documents safe and organized.

LLC is a legal business structure that, because it creates a separate entity from the owner(s), offers many tax and legal advantages to the owner. For reasons of security and accessibility, paperwork and legal documents need to be well managed.

Things You'll Need

• Binder
• Dividers
• Copies of LLC documents

Instructions

1. Gather all the documents related to your LLC. This includes the Charter, Articles of Organization, Operating Agreement, minutes, membership certificates, list of members, business licenses, etc. Include your tax documents such as EIN from the IRS, financial statements and other important paperwork related to the business.

2. Create tabbed sections for your binder for each type of document. Include tabs for things like articles of organization, operating agreement, minutes, membership certificates, list of members, business licenses, tax returns, IRS forms, financial statements, business credit and anything that seems pertinent to your business.

3. Assemble your binder. Make your charter the first page. Next insert your tab for the Articles of Organization and put the documents behind that tab. Do this for each tab divider and set of documents. Organize by having LLC documents first followed by member information, business licenses and then tax and financial information.

References

• 10 Steps to Organizing an LLC
• Tax Forms for LLC