These will help with contracts, compliance, and other essential business needs. These templates provide a solid foundation and can be customized further for specific business requirements. It’s always a good idea to consult with a legal professional to ensure compliance with local laws.
Purpose: Ensure all steps are completed when starting a business.
| Step | Completed (?/?) | Notes |
|---------------------------------------|---------------------|-------------------------------------|
| Choose a business structure (LLC, Sole Proprietorship, Corporation, etc.) | | Research pros/cons for each structure. |
| Register your business name | | File for a DBA (Doing Business As) if needed. |
| Obtain an EIN (Employer Identification Number) | | Apply via IRS.gov. |
| File necessary formation documents | | Articles of Incorporation/Organization. |
| Register for state and local taxes | | Check sales, payroll, or excise tax requirements. |
| Open a business bank account | | Keep business and personal finances separate. |
Purpose: File to legally form a Limited Liability Company (LLC).
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Business Name: | [Insert Business Name] |
| Principal Address: | [Insert Address] |
| Registered Agent Name: | [Insert Agent Name] |
| Business Purpose: | [Insert Description of Business Activities] |
| Management Structure: | [Member-Managed or Manager-Managed] |
| Signatures: | [Include Member or Manager Signatures] |
Purpose: Define terms and conditions between employer and employee.
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Employer Name: | [Insert Employer Name] |
| Employee Name: | [Insert Employee Name] |
| Job Title: | [Insert Job Title] |
| Start Date: | [Insert Start Date] |
| Salary/Wages: | [Insert Salary/Hourly Rate] |
| Employment Type: | [Full-Time/Part-Time/Contractor] |
| Non-Disclosure Clause: | Confidentiality agreement for company info. |
| Termination Clause: | Specify grounds for termination. |
Purpose: Protect sensitive business information shared with employees, contractors, or partners.
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Disclosing Party: | [Your Business Name] |
| Receiving Party: | [Employee/Contractor Name] |
| Scope of Confidential Information: | Define what constitutes confidential info (e.g., trade secrets, financial data). |
| Obligations: | Receiving party must not disclose information. |
| Exclusions: | Information already public or legally obtained is excluded. |
| Duration: | [Specify Timeframe, e.g., 2 years] |
| Signatures: | [Both Parties Sign and Date] |
Purpose: Define the relationship between the business and contractors.
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Parties Involved: | [Insert Business Name and Contractor Name] |
| Scope of Work: | [Define Deliverables/Responsibilities] |
| Payment Terms: | [Hourly/Fixed Rate and Payment Schedule] |
| Confidentiality Clause: | Protect business information. |
| Term and Termination: | [Specify Start/End Dates or Termination Terms] |
| Intellectual Property Rights: | Ownership of work produced by the contractor. |
| Signatures: | [Both Parties Sign and Date] |
Purpose: Establish terms for providing services to clients.
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Service Provider Name: | [Insert Business Name] |
| Client Name: | [Insert Client Name] |
| Scope of Services: | [Describe Services Provided] |
| Payment Terms: | [Hourly/Project Fee, Due Date] |
| Timeline/Delivery Schedule: | [Define Milestones or Deadlines] |
| Termination Clause: | Specify conditions for early termination. |
| Dispute Resolution Clause: | Mediation/Arbitration for disputes. |
Purpose: Record orders placed by the business with suppliers.
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Purchase Order Number: | [Insert Number] |
| Supplier Name and Address: | [Insert Supplier Information] |
| Buyer Name and Address: | [Insert Your Business Name and Address] |
| Item Description: | [Product/Service Ordered] |
| Quantity: | [Insert Quantity] |
| Price Per Unit: | [Insert Price] |
| Delivery Date: | [Insert Expected Delivery Date] |
Purpose: Obtain consent for collecting and processing personal data (EU compliance).
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Purpose of Data Collection: | [E.g., Email Marketing, Account Management] |
| Type of Data Collected: | [Name, Email, Phone, Address] |
| Consent Checkbox: | "I consent to the collection and use of my data." |
| Withdrawal Option: | "You may withdraw consent at any time by contacting [Insert Contact Info]." |
| Signatures: | [Customer Signs and Dates] |
Purpose: Outline terms for using your products or services (e.g., website or app).
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Acceptance of Terms: | Users agree to the terms by accessing the service. |
| Services Provided: | Describe your offerings and scope. |
| User Obligations: | Outline prohibited behaviors (e.g., misuse of services). |
| Payment Terms: | Specify pricing, billing, and refunds. |
| Limitation of Liability: | Protect your business from certain claims. |
| Termination Clause: | Reserve the right to revoke access. |
| Governing Law: | Specify applicable jurisdiction. |
Purpose: Bill clients for services or products.
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Invoice Number: | [Insert Unique Number] |
| Date Issued: | [Insert Date] |
| Business Name and Address: | [Insert Your Business Information] |
| Client Name and Address: | [Insert Client Information] |
| Description of Products/Services: | [Insert Details] |
| Amount Due: | [Insert Total] |
| Payment Instructions: | [Bank Transfer, PayPal, etc.] |
Purpose: Track business expenses for reimbursements or tax deductions.
| Date | Category | Description | Amount | Notes |
|-------------------|--------------------|------------------------|------------------|-------------------|
| [Insert Date] | [E.g., Travel] | [E.g., Business Trip] | [Insert Amount] | [E.g., Receipt Attached] |
Purpose: Request someone to stop illegal or harmful actions (e.g., trademark infringement, harassment).
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Recipient Name and Address: | [Insert Name and Address] |
| Action to Cease: | [Describe the activity, e.g., using copyrighted material.] |
| Legal Grounds: | [Reference applicable laws.] |
| Deadline for Compliance: | [Specify Date] |
| Consequences of Non-Compliance: | [E.g., legal action] |
| Sender’s Contact Information: | [Your Business Name and Contact Info] |
Purpose: Outline terms for resolving disputes without litigation.
| Section | Details |
|--------------------------------------------|--------------------------------------------|
| Parties Involved: | [Insert Names] |
| Nature of Dispute: | [Describe Disagreement] |
| Mediator Name: | [Insert Mediator Name] |
| Agreement Terms: | [Specify Resolutions or Actions Agreed Upon] |
| Signatures: | [Both Parties and Mediator Sign and Date] |