Project template for founders
Company incorporation checklist with every task dated from the day you start
From the name check to the first invoice: ACRA, the bank, CorpPass, the books, the cover.
- 4 sections
- 18 tasks
- Opens as a list
- Dated from day 1
Incorporate: [company]
Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.
Before filing
- Decide the name, the shareholding and the directorsDay 1HighUEN: . Incorporation date: . Fill these in once ACRA answers.
- Check the name is available and reserve itDay 2
- Appoint a corporate secretaryDay 3High
- Registered address decidedDay 3
- Constitution: the standard one unless a lawyer says otherwiseDay 4
Filing
- File the incorporationDay 5Urgent
- Business profile downloaded and filedDay 8
- Share certificates issuedDay 9
First two weeks after
- Book the bank account appointmentDay 8High
- Open the bank accountDay 15High
- Set up CorpPassDay 11
- Accounting software and the chart of accountsDay 13
- Register the domain, email and the company profile pagesDay 13
- Public liability and professional indemnity coverDay 17
- Decide whether to register for GST nowDay 19Compulsory past the turnover threshold; voluntary earlier if your customers are businesses.
First month
- First invoice sentDay 31High
- Set the monthly bookkeeping routineDay 31The Monthly bookkeeping template.
- Note the year-end date and the annual filing deadlinesDay 31
About this template
Incorporation is a day of forms and three weeks of everything that follows. This list is the order that avoids the loop: the name and the secretary first, the bank account once ACRA has answered, then CorpPass, the accounting setup, and the insurance most new companies forget.
Tips from the template
- Decide the shareholding and the directors before you start; every form asks.
- The bank appointment is the slow step; book it the day ACRA approves.
- Put the UEN and the incorporation date in the first task once you have them.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Incorporate a company and open it. You see every section and task before anything is added.
- 3Pick the day you start, or the day it has to be done by. Every date moves with it.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Run it with the dates filled in.
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