Every LLC or Corporation registered with the state of California is required to file a Statement of Information with the Secretary of State in order to keep your information up to date and your business in good standing with the state of CA.
Single member/partnership LLCs - Filed once every 2 years from the initial start date of the LLC.
Corporations - Filed once a year from the initial start date of the corporation.
The Secretary of State will send you a notice when your Statement of Information (SOI) is approaching it's due date. This notification can either be via USPS physical mail or email, if you have opted to receive messages via email. The email address or physical address they have on file will be whichever one you (or whoever set up the initial filing) listed when the LLC or Corporation was formed.
If you do not receive a notice or you want to check on your due date, you will go here: https://bizfileonline.sos.ca.gov/
Click 'Login' to sign up or log into an existing account.
If Westside Income Tax has been handling your SOS account, you will need to click on "request access" when you sign up. Doing so will send us a notification and we will be able to grant you access from our end.
Once you have gotten into the system, click on the search icon on the left hand side and enter your company name. Click on the name and a sidebar will pop up on the right hand side. You will be able to see when your Statement of Information is due and the status of your entity with the state.
Click "File Statement of Information"
Step 1 - Privacy Warning/Terms of Service - You must agree to the privacy warning and terms and conditions of use.
Step 2 - Submitter Information - This is optional. If you choose to, fill out the fields with your information. Otherwise, click 'next step'.
Step 3 - Entity Details - These are the details of your entity, you will click 'next step'.
Step 4 - Business Address - Here you will find the street address of the Principal Office, the Mailing Address & the street address of the California Office of the Corp/LLC. If any of these addresses have changed, please update them.
Step 5 - Managers or Members - If any managers or members have changed, please update them here. If not, you can click 'next step'.
Step 6 - Agent For Service of Process - If this is Mina and you are keeping her as your agent for service of process, you can click 'next step'. If you would like to change that, you can do so on this step.
Step 7 - Type of Business & Email Notifications - The top portion is a short description of your business activity. If this has changed, please change it here. The bottom portion is an email opt-in or out. If you would prefer to have any notices from the Secretary of State come electronically instead of through USPS, put your email address in the field.
Step 8 - Chief Executive Officer - (LLC Only) - Name and address of the company's CEO.
Step 9 - Labor Judgment - Please read carefully. If you do not have a judgment against you or any Members/Managers (LLC) or Officers/Directors (Corp), you can click 'next step'.
Step 10 - Review & Signature - This will show you the summary of the information you are submitting. Sign and date at the bottom.
Step 11 - Processing Fees - This will show you the amount owed for filing.
Step 12 - File Document - Click "File Online" and the filing will be added to your cart. You will be directed to payment to finalize your filing.
