The California Statement of Information (SOI) is a mandatory filing for most businesses operating in the state. It ensures your business details, including contact information and management structure, are up-to-date with the Secretary of State. Failing to file on time can result in penalties, suspension, or even dissolution of your business. Here’s what you need to know:
- Who must file: Corporations (annual), LLCs (every two years), nonprofits, and cooperatives. Sole proprietorships and general partnerships are exempt.
- Filing deadlines: Based on your business formation month. Corporations file annually; LLCs file biennially.
- Filing fees: $25 for corporations, $20 for LLCs and nonprofits.
- Consequences of late filing: Penalties up to $250, suspension, or administrative dissolution.
Starting in 2025, LLCs must file exclusively online via the bizfileOnline portal. Filing online is the fastest option, offering instant confirmation and easy access to your records. Stay compliant by filing on time and keeping your business information accurate.
For remote business owners, platforms like BusinessAnywhere can simplify compliance with tools like registered agent services, deadline alerts, and document management.
Filing Requirements and Deadlines
Requirements by Business Type
The rules for filing a Statement of Information (SOI) depend on the type of business entity, with each following specific guidelines for how often and what they need to submit.
- Corporations: California stock corporations, professional corporations, and out-of-state corporations qualified to operate in California must file their SOI once a year. The filing fee is $25.
- Limited Liability Companies (LLCs): LLCs are required to file their SOI every two years, and their filing fee is typically $20, which is less than what corporations pay.
- Nonprofit Organizations, General Cooperatives, and Religious Corporations: These entities generally file annually, benefiting from a lower filing fee, usually around $20.
Sole proprietorships and general partnerships are not required to file an SOI, while limited partnerships (LPs) and limited liability partnerships (LLPs) have their own distinct reporting obligations.
When to File Your Statement
The timing of your SOI submission is tied to when your business was officially formed or registered in California. For newly established businesses, the initial SOI must be filed within 90 days of formation.
After the first filing, the schedule depends on your business type:
- Corporations: File annually in the same calendar month as your formation anniversary.
- LLCs: File every two years, also in the month of your formation.
It’s important to note that the California Secretary of State does NOT allow grace periods or extensions for SOI filings. Your statement and payment must be submitted by the last day of your assigned filing month. Missing the deadline – even by a single day – can result in penalties, which are outlined below.
Penalties for Late Filing
California takes SOI compliance seriously, enforcing penalties for late submissions. Delays can lead to escalating fees, and persistent non-compliance may result in severe consequences like suspension or administrative dissolution.
Here’s what can happen if you miss your filing deadline:
- Suspended Corporate Status: The Secretary of State may suspend your business, stripping it of legal protections and making tasks like banking and contracting much more difficult.
- Administrative Dissolution: Continued non-compliance could lead to administrative dissolution, ending your business’s legal right to operate in California. Reinstating a dissolved business can be a lengthy and expensive process, often involving additional paperwork and legal hurdles.
- Additional Financial Penalties: The Franchise Tax Board may impose further penalties and interest charges, compounding the financial strain.
Beyond these penalties, late filings can create practical challenges. Banks may freeze accounts, vendors may hesitate to work with a suspended entity, and customers might lose trust in a business that fails to meet its regulatory responsibilities.
Required Information and Documents
When preparing your Statement of Information (SOI) for the California Secretary of State, it’s important to gather accurate and up-to-date business and personnel details. This ensures your business stays compliant with state regulations and maintains proper public records. Before starting, double-check that you have all the required information on hand.
Information You Must Provide
Your SOI must include key details about your business structure and operations. This includes:
- Legal business name: The official name as listed in your formation documents, not any "doing-business-as" (DBA) name.
- Registered address: Your official address for state records.
- Primary business address: Where your main operations are conducted.
- Mailing address: If different from your primary business address.
Many businesses use their registered agent’s address for official correspondence to centralize communication.
If you operate a corporation, you’ll need to list your officers and directors, such as the CEO, CFO, and Secretary. For LLCs, include details about members and managers. If your LLC’s operations or business type has changed since your last filing, make sure to update this information as well.
Additionally, both corporations and LLCs must disclose whether any officer, director, member, or manager has an unresolved final judgment for Labor Code violations issued by the Division of Labor Standards Enforcement or a court of law, provided no appeal is pending. This requirement applies to California Stock Corporations, Qualified Out-of-State Corporations, California Limited Liability Companies, and Qualified Out-of-State Limited Liability Companies.
Registered Agent Information
Your registered agent acts as your official point of contact for legal documents and state correspondence. When providing this information, include:
- Agent’s full legal name
- Physical street address in California
Keep in mind, P.O. Boxes are not allowed – the address must be a physical location where someone can be reached during regular business hours.
To protect personal privacy, many business owners choose to use a commercial registered agent service. This ensures that personal addresses are not listed in public records.
Additional Documents Needed
Although the California Statement of Information typically does not require supporting documents beyond the form itself, it’s smart to have certain records ready for reference. These include:
- Articles of Incorporation or Organization: To ensure consistency with your original filings.
- Amendments: Review any updates to your business details to confirm your SOI reflects the most current information.
If your business has undergone changes – like updates to addresses, officers, or registered agent details – keep records of these changes handy. While these documents are not submitted with your SOI, they can help you complete the form accurately. Proper documentation ensures your filing aligns with state requirements and avoids unnecessary errors.
How to File Your Statement of Information
Filing your California Statement of Information has become much simpler with digital submissions. Knowing your options and following the right steps can help you avoid delays and meet all state requirements. Here’s a breakdown of the process and the available filing methods.
3 Ways to File
California provides three ways to file your Statement of Information, though the options depend on your business type. The online filing option via the official bizfileOnline portal is the fastest and most secure way to submit your information.
For corporations, mail-in filing is still an option using a printed form. However, this method takes longer to process and doesn’t offer instant confirmation.
In-person filing is also available at Secretary of State offices, but it’s the least convenient choice for most business owners. You’ll need to visit during business hours with completed forms and payment, which can be time-consuming compared to the 24/7 accessibility of online filing.
Starting in 2025, LLCs must file exclusively online through BizFile. The California Secretary of State will no longer accept mail or in-person submissions for LLCs. This shift aligns with the state’s move toward prioritizing digital services.
Online Filing Steps
Filing online through the California Secretary of State’s official portal is a straightforward process. Here’s how to get started:
- Go to the California Secretary of State website: sos.ca.gov.
- Click on the "Business" tab and select "More about Business Entities".
- For LLCs, choose "LLC Statements of Information File Online"; for corporations and nonprofits, select "Corporation Statements of Information File Online".
- Enter your legal business name in the search box.
- LLC owners: Select your business name and click "Continue Filing".
- Corporation owners: Confirm your details and click the "File a Statement Information" link under "Available Filings".
You may need to create an account or log in if you already have one. The online system will guide you through the process, section by section. Carefully fill out all required fields and double-check your information before submitting to avoid delays or penalties.
Once everything is complete, proceed to payment and download your confirmation documents.
Paying Fees and Getting Confirmation
The filing fees depend on your business type. LLCs pay $20, while corporations pay $25, which includes a $20 filing fee and a $5 disclosure fee. Payments for online filings must be made by credit card, making the process quick and easy.
Online submissions are processed immediately. After submitting, you’ll see a popup window where you can download three key documents: your Receipt, the filed Statement of Information, and a Business Entity Filing Acknowledgment. These documents are also stored in the state’s business database, so you can access them anytime in the future.
You can choose to provide an email address during the filing process to receive an electronic copy of your approved Statement of Information. If you don’t, the state will mail the approved copy to you via USPS.
Keep your confirmation documents as proof of timely filing. The instant confirmation and digital record-keeping make online filing the most efficient and reliable option for managing your business paperwork.
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Common Filing Mistakes to Avoid
Filing your Statement of Information in California can be straightforward, thanks to the state’s online system. However, common mistakes can still trip up business owners, leading to unnecessary headaches. To help you stay on track, here are some frequent errors to watch out for and tips to ensure a smooth filing process.
Most Common Filing Errors
- Outdated Registered Agent Information
Failing to update your registered agent details can result in missed legal notices or important communications. - Incorrect Business Addresses
Always provide your current physical business address. Avoid using an old address or a residential one unless it’s your primary business location. - Missing or Incomplete Officer Information
Ensure all officer details are accurate and complete. Missing or outdated information can lead to compliance issues.
How to File Correctly and On Time
Avoiding mistakes starts with proper preparation. Here’s how to ensure your filing is accurate and timely:
- Set a Reminder 60 Days Before the Deadline
Give yourself plenty of time to review and update your information by marking your calendar at least two months before your filing due date. - Double-Check Your Business Records
Before starting the filing process, compare all details with your current business records to ensure everything is up to date. - Use the Correct bizfileOnline Portal
The California Secretary of State provides specific portals for different business types. Make sure you’re using the right one to avoid errors. - Coordinate with Your Registered Agent
Keep your registered agent informed about upcoming deadlines and any changes in your business information. - Save Your Confirmation
After submitting your filing, download and securely store the confirmation receipt and filed statement in multiple locations for easy access later.
Fixing Errors After You File
Even with careful preparation, mistakes can happen. If you spot an error after filing, here’s how to address it:
- Refile the Statement of Information
Instead of amending the original submission, you’ll need to refile the Statement of Information through the bizfileOnline portal. Be sure to correct all errors and pay the necessary filing fee. - Know When It’s a Structural Amendment
Filing corrections is different from amending foundational documents like Articles of Organization or Incorporation. These require a separate process. - Submit Updates Quickly
If key details – such as your registered agent or business address – change between regular filing periods, file an updated statement right away to keep your records accurate. - Keep Thorough Records
Maintain copies of your original filing and any subsequent corrections. Having these records on hand can help resolve disputes or compliance questions down the line.
Simplify Compliance with BusinessAnywhere
Keeping up with business filings and compliance can quickly overwhelm remote business owners. Missed deadlines or filing mistakes can lead to hefty penalties, but BusinessAnywhere offers a way to simplify the process and stay on top of it all.
With BusinessAnywhere, everything you need to manage compliance is brought together in one easy-to-use dashboard. Deadlines, tools, and important documents are all in one place, helping you stay organized and avoid unnecessary stress.
BusinessAnywhere Compliance Services
One standout feature of BusinessAnywhere is its registered agent service, which is vital for LLCs and corporations in California. This service not only meets legal requirements but also keeps your personal address off public records by providing a professional California address for official correspondence. It’s a simple way to protect your privacy while staying compliant.
The platform also includes compliance alerts and reminders. This system monitors your filing deadlines and sends you notifications well ahead of time, so you’re less likely to face penalties or administrative headaches from missing important dates.
Need a central place to keep all your business documents? BusinessAnywhere has you covered with its document management system. It securely stores everything from formation documents to filed statements, so when it’s time to submit filings, you’ll have quick access to all the details you need – like officer information and registered agent details.
The virtual mailbox service takes things a step further by routing all your official mail directly to your dashboard. Whether you’re at home or halfway across the globe, you’ll never miss an important communication from state agencies.
For those moments when you need a notary, BusinessAnywhere offers online notary services for $37 per notarization. You can handle notarizations for compliance documents or amendments right from the dashboard, skipping the hassle of finding a local notary or scheduling in-person appointments.
Together, these tools make compliance easier to manage while offering the flexibility today’s business owners need.
Benefits for Remote Business Owners
BusinessAnywhere is especially useful for remote entrepreneurs who value convenience and accuracy in managing compliance.
One of its biggest advantages is location freedom. Whether you’re traveling internationally, living in another state, or simply prefer to manage your business online, BusinessAnywhere lets you handle compliance tasks from anywhere with an internet connection. It’s an ideal solution for digital nomads who need reliable services no matter where they are.
The platform also prioritizes privacy protection. Beyond its registered agent service, the virtual mailbox ensures your personal address stays private by offering a professional business address for all correspondence.
Another great feature is 24/7 access. You can log in anytime to review documents, check compliance statuses, or manage mail – perfect for international entrepreneurs working across different time zones.
With its all-in-one dashboard, BusinessAnywhere eliminates the need to juggle multiple service providers. Instead of coordinating between different companies for registered agent services, mail forwarding, document storage, and notary needs, everything is seamlessly integrated into one platform. This reduces the likelihood of missing crucial tasks and keeps things simple.
BusinessAnywhere also offers transparent pricing, allowing you to choose only the services you need without worrying about hidden fees.
For those just starting out, the Digital Nomad Kit is a great option. It combines essential services like business registration, registered agent support, virtual mailbox, and compliance tools, giving new entrepreneurs everything they need to stay compliant and organized from day one.
Conclusion
Filing your Statement of Information (SOI) on time and accurately is essential to keeping your business in compliance. Missing deadlines or submitting incorrect information can lead to penalties as high as $250, suspension, or even the loss of your legal rights.
Following the filing procedures we’ve covered, sticking to your filing schedule is non-negotiable. Corporations are required to file annually, while LLCs must file every two years. By meeting these deadlines, you ensure your business remains in good standing with the state.
Filing online is the quickest and most reliable way to handle submissions. Setting up calendar reminders well in advance can help you gather everything you need without the last-minute scramble.
For remote business owners and digital nomads, staying compliant with SOI requirements can be tricky, especially when managing operations across multiple locations. That’s why many entrepreneurs are turning to compliance platforms for automated reminders and professional support, helping them avoid costly errors.
Filing your SOI also reinforces your business’s transparency and accountability. Keeping your registered agent information up to date and submitting filings on time ensures you don’t miss critical state communications that could impact your operations. Timely filings are key to maintaining your business’s active status.
FAQs
What should I do if I miss the filing deadline for my California Statement of Information?
If you miss the filing deadline for your California Statement of Information, don’t panic – you have a 60-day grace period to file without penalties. However, once that window closes, a $250 late fee kicks in. Beyond that, your business could face suspension or forfeiture by the California Secretary of State, which can lead to serious legal and operational headaches.
The best way to address this is to file your Statement of Information as soon as possible. If special circumstances prevented you from filing on time, you might consider submitting a penalty waiver request. Keeping track of compliance deadlines is essential to avoid unnecessary disruptions for your business.
How can BusinessAnywhere help me stay compliant with California’s Statement of Information requirements?
BusinessAnywhere takes the hassle out of managing California’s Statement of Information requirements by handling the entire filing process on your behalf. From ensuring submissions are made on time to keeping your business details current, the platform helps you stay compliant and avoid costly penalties.
On top of that, BusinessAnywhere provides registered agent services, a key component in meeting California’s reporting rules. By using their services, you can ensure your business stays in good standing with the state while freeing up your time and reducing stress.
What are the advantages of using a registered agent service for filing a California Statement of Information?
Using a registered agent service can make filing a California Statement of Information much smoother and more secure. One of the biggest perks is that it ensures you receive important legal and state documents in a timely and secure manner, helping you meet the state’s compliance requirements without a hitch. Plus, instead of using your personal or business address, the registered agent’s address appears on public records, which helps protect your privacy and cuts down on unwanted mail.
Another benefit is having a dependable point of contact for official communications. This means you won’t risk missing critical notices or deadlines, which could lead to costly penalties or jeopardize your standing with the state. For business owners who work remotely or manage operations in multiple locations, a registered agent service also simplifies things by centralizing document management, offering both convenience and peace of mind.
