VELA-01 · formation file
A twelve-month entity and filing map with owners, sources, and open decisions
Illustrative sample · not customer work
Twelve-month entity and filing map
Illustrative file for a one-owner consulting company formed in Delaware, operating from New York, and preparing to hire its first employee. This is a work record, not an entity or tax recommendation. The owner’s accountant and lawyer receive the open decisions before a submission is authorized.
Record confirmed
The Delaware certificate, EIN notice, registered-agent appointment, operating agreement, ownership schedule, and New York address record are present. The operating agreement and ownership schedule agree on the owner and percentage. The bank record uses the current legal name. No filing confirmation has been supplied for New York authority to do business.
Open decisions
The company needs adviser review on whether its New York activity requires foreign qualification, whether a payroll registration is required before the first hire, and whether the current federal tax classification remains intended. VELA does not answer those questions. The packet gives each adviser the facts, source links, and response date.
- Owner: confirm first employee work state and expected start date by August 10.
- Accountant: confirm payroll and tax-account registrations by August 12.
- Counsel: confirm New York qualification path and approved filing language by August 14.
Calendar
The Delaware annual report and franchise-tax date is placed in the February work queue with a 45-day evidence check. Registered-agent renewal is tracked separately. New York dates remain provisional until the qualification decision is recorded. Each completed filing requires a receipt, submitted form, payment evidence, and next due date before the item closes.
Status for the owner
The company record is complete enough to route the three open decisions. No state filing is marked ready. Once the owner and advisers respond, VELA prepares the approved forms, displays every representation in Slack, and waits for submission approval.