North Carolina Annual Financial Checkup Package

State:
North Carolina
Control #:
NC-P075-PKG
Format:
Word; 
Rich Text
Instant download

Description

This package contains the forms that are useful and necessary to help you annually review your financial status and maintain your financial records. With your Annual Financial Statement Check Up Package, you will find the essential forms to annually evaluate your finances and revise your financial documents based upon any changes in your personal circumstances. The documents in this package include the following:


1) Last Will and Testament that suits your specific needs;


2) North Carolina Statutory Short Form of General Power of Attorney;


3) Estate Planning Questionnaire and Worksheets;


4) Retirement Cash Flow;


5) Personal Monthly Budget Worksheet;


6) Cash Flow Statement;


7) Credit Report Request Form;


8) Financial Statement Form for Husband and Wife; and


9) Financial Statement Form for Individual.


Purchase this package and save up to 50% over purchasing the forms separately!


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FAQ

Key Things to Know About Annual Reports Currently, all states, except Ohio, require some sort of annual report filing. Specific filing requirements and deadlines vary by state. Some states also require an initial report when first starting a business.

An annual report is a business's yearly report required by the states for which entities are registered to do business.Filing an annual report in a timely manner ensures your good standing with state government.

Determine If You Need To File an Annual Report. Every state has its own annual report requirements. Find Out When the Annual Report is Due. Complete the Annual Report Form. File Annual Report. Repeat the Process for Other States Where You're Registered to Do Business. Set Up Reminders for Your Next Annual Report Deadline.

After a certain amount of time past the due date, if the report still isn't filed, the jurisdiction will revoke your company's good standing or put it into a forfeited status.Most states require the past due annual report as well as an additional certificate of reinstatement and more fees.

North Carolina Annual Report Cost The North Carolina Annual Report filing fee for a Corporation is $20 and a Limited Liability Company is $200.

If you've incorporated as a business As an LLC, LLP, S-Corp or C-Corp, you must file an annual report, normally with your state's Secretary of State. This applies no matter how big or small your business is. Typically, sole proprietors and partnerships do not have to file an annual report.

The purpose of filing an annual or biennial report is to provide the jurisdiction with current information on the company's structure (officers, directors, members, registered agent, etc.) and finances (authorized shares, issued shares, stated capital, paid in capital, etc.)

Determine If You Need To File an Annual Report. Every state has its own annual report requirements. Find Out When the Annual Report is Due. Complete the Annual Report Form. File Annual Report. Repeat the Process for Other States Where You're Registered to Do Business. Set Up Reminders for Your Next Annual Report Deadline.

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North Carolina Annual Financial Checkup Package