Templates Corporate & Business Corporation Annual/Biennial Compliance and Good-Standing Packet

Corporation Annual/Biennial Compliance and Good-Standing Packet

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FLORIDA CORPORATION ANNUAL COMPLIANCE AND GOOD-STANDING PACKET

Scope. Use for a Florida or registered foreign profit corporation's Department of State annual report and status evidence. The annual report is an entity-record filing, not a financial statement or tax return.

Dating rule. The deadline, fees, portal, and certificate facts below were checked for the 2026 filing season on 2026-07-29. Reverify before the next January opening and on the filing date.

1. CORPORATE RECORD

Item Verified information
Exact corporate name [________________________________]
Florida document number [________________________________]
Domestic or registered foreign corporation ☐ Domestic ☐ Foreign
Incorporation/authority effective date [__/__/____]
Current Sunbiz status [________________________________]
Registered agent and Florida office [________________________________]
Principal office [________________________________]
Mailing address [________________________________]
FEIN/status [________________________________]
Last annual report filed [__/__/____]

Attach the current Sunbiz record, articles/authority filing, last accepted report, payment receipt, and any Department notice.

2. JANUARY 1–MAY 1 CALENDAR

Fla. Stat. § 607.1622 requires the first report between January 1 and May 1 of the year after the calendar year of incorporation or foreign qualification. Later reports are due during that same period every year.

Calendar control Date
First report year [________]
Filing season opens January 1, [________]
May 1 deadline [05/01/____]
Internal target [__/__/____]
Third-Friday-in-September cutoff [__/__/____]
Next-season review [__/__/____]

☐ First-year timing is based on the effective calendar year, not an anniversary date.

☐ Post-May-1 filing is treated as late even if filed before administrative dissolution.

3. 2026 DATED FILING FACTS

The Division's 2026 page states that a profit corporation filing after 11:59 p.m. Eastern on May 1, 2026 incurs the $400 late fee. Fla. Stat. § 607.0122 sets the annual-report fee at $61.25, the supplemental corporate fee at $88.75, and a Certificate of Status at $8.75—a $150 base annual-report total before optional services or late charges.

Dated item Verified amount/rule
Profit-corporation annual report $150 total as of 2026-07-29
Post-May-1 late fee $400 as of 2026-07-29
Optional Certificate of Status $8.75 as of 2026-07-29
Filing route Sunbiz annual-report service
Submission-date recheck [__/__/____]

4. CORPORATION-SPECIFIC REPORT REVIEW

Section 607.1622 requires current corporation information as of delivery.

Report field Current value Change needed
Corporate name [________________________________]
Incorporation date/jurisdiction or foreign-qualification date [________________________________]
Principal office street address [________________________________]
Mailing address [________________________________]
FEIN or application status [________________________________]
Each director's name and business street address [________________________________]
Principal officers' names, titles, and business street addresses [________________________________]
Registered agent and Florida street address [________________________________]
Filing-confirmation email [________________________________]

☐ At least one principal is listed in the filing service.

☐ A new registered agent accepts the designation through the current filing process.

☐ A corporate-name change is routed to an amendment, not the annual report.

☐ The first report filed in the year is identified as the annual report; a later filing that year is an amended report.

5. ACTIVE-STATUS AND TRANSACTION GATES

Section 607.1622 conditions certain mergers, conversions, share exchanges, and domestications on being active and current through the relevant calendar year. Do not wait for a transaction closing to discover a missing report.

☐ Pending merger, conversion, share exchange, domestication, dissolution, or withdrawal identified.

☐ Required annual reports are current through the transaction year.

☐ Transaction counsel confirms any additional filing sequence.

6. STATUS EVIDENCE

Evidence Purpose Retained
Current Sunbiz record Internal active-status check
Accepted annual report image Filing proof
Payment confirmation Fee proof
Certificate of Status Official transaction/counterparty evidence

Do not represent that the certificate proves tax, licensing, local, foreign-qualification, or private-contract compliance.

7. DEFICIENCY AND CURE GATE

☐ Missing report year, fees, penalties, and Department status confirmed.

☐ A corporation dissolved or revoked for nonfiling is routed to the Florida corporation reinstatement packet.

☐ Litigation consequences under § 607.1622(6) are assigned to Florida counsel rather than summarized as a cure guarantee.

8. NEXT-SEASON CONTROL

Task Owner Due date
Recheck §§ 607.0122 and 607.1622 and amendment activity [Name] [__/__/____]
Recheck Sunbiz deadline notice, fees, and portal [Name] [__/__/____]
Reconcile directors, officers, agent, and addresses [Name] [__/__/____]
File before May 1 [Name] [__/__/____]
Order Certificate of Status if needed [Name] [__/__/____]

9. COMPLETION CERTIFICATE

Prepared by: [________________________________]

Official sources rechecked on: [__/__/____]

Authorized filer: [________________________________]

Signature: [________________________________] Date: [__/__/____]

SOURCES AND REFERENCES

Current statute, report fields, 2026 deadline, base and late fees, portal, and certificate amount verified 2026-07-29. Amendment/repeal searches completed for §§ 607.0122 and 607.1622.

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About This Template

Corporate documents govern how a company makes decisions, records them, and handles disputes between owners, directors, and officers. Proper corporate paperwork is what lets a business take advantage of limited liability, pass clean audits, and survive an acquisition or investor review. Skipping formalities like written resolutions and signed consents is one of the fastest ways for a business owner to lose personal asset protection.

Important Notice

This template is provided for informational purposes. It is not legal advice. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.

Last updated: July 2026

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