The First 30 Days After Incorporation: Checklist
2026-09-19
Once the business licence is issued, the company becomes an operating entity with reporting duties, banking relationships and employment obligations. The first 30 days set the pattern for everything that follows, and most problems we see later can be traced to something deferred in this window. This checklist is for founders, finance managers and the agency bookkeeping team working together. Work through it as four weekly sessions, tick each item only when it is genuinely complete, and record the responsible person and the date next to it.
Week 1: Establish the Corporate Identity
This week makes the company recognisable as an entity: seals, archives and a bank relationship.
| Timing |
Task |
Who does it |
What to check afterwards |
| First working days |
Collect the company seal set, register electronic seals and decide who holds each seal and who may authorise its use |
Junanda Consulting with the legal representative |
Each seal is entered in a seal register with a named custodian, and the authority is in writing rather than verbal |
| First working days |
Obtain the registration approval notice and open the incorporation archive |
Junanda Consulting |
The archive holds the licence, articles, approval notice and shareholder resolutions, all signed and dated |
| Week 1 |
Confirm the registered address can receive ordinary and registered post |
Founder |
A named recipient and telephone number are on file with the landlord or host institution |
| Week 1 |
Prepare the bank account opening pack for the basic account |
Junanda Consulting |
Licence, seals, officer identity documents and address evidence are all consistent |
Week 2: Tax Registration and Payment Infrastructure
This week builds the tax and payment plumbing. If it slips, the company cannot invoice and cannot pay tax electronically.
| Timing |
Task |
Who does it |
What to check afterwards |
| Week 2 |
Confirm the tax registration information generated at incorporation and correct any mismatch |
Junanda Consulting |
Name, Unified Social Credit Code, address and scope match the licence exactly |
| Week 2 |
Complete real-name tax filing registration for the legal representative, finance officer and tax filing officer, and bind them to the company |
Officers, coordinated by Junanda Consulting |
Each officer can log in, see the company and act on its behalf |
| Week 2 |
Obtain tax type assessment |
Junanda Consulting |
Assessed tax types match the actual business activities |
| Week 2 |
Apply for invoice type and quota approval and enable issuance of fully digitalised electronic invoices (FDEI) |
Junanda Consulting |
Approved invoice types and quota cover expected monthly billing |
| Week 2 |
Enter into the tripartite tax-bank agreement |
Junanda Consulting with the bank |
A test payment through the electronic tax system clears without error |
| Week 2 |
Confirm whether the company is registered as a small-scale taxpayer or a general taxpayer |
Junanda Consulting |
The status is recorded and passed to the bookkeeping team |
| Week 2 |
Set up access to the electronic tax filing platform for at least two people |
Junanda Consulting |
Credentials are stored securely and not held by one individual |
Week 3: Employment, Accounting and Controls
By the end of this week the company should be able to employ people and keep books.
| Timing |
Task |
Who does it |
What to check afterwards |
| Week 3 |
Open the social insurance and housing provident fund accounts, complete the first additions of employees and confirm the payment channel |
Junanda Consulting with the HR contact |
Each employee appears with correct base information, contributions can be downloaded, and a test payment clears |
| Week 3 |
Select accounting software, or confirm the agency bookkeeping platform, and create the accounting set |
Junanda Consulting |
Periods, chart of accounts and opening entries are set up |
| Week 3 |
Sign the agency bookkeeping engagement, agree the document handover routine and issue the required authorisations |
Founder and Junanda Consulting |
A named person on each side, a fixed cut-off and a delivery method are agreed, and the engagement covers bookkeeping, filing and archive retention |
| Week 3 |
Adopt standard contract templates for sales and purchases |
Founder with legal review |
Templates state the company's correct full name and invoicing requirements |
| Week 3 |
Adopt a seal use and approval policy |
Founder |
Requests, approvals and the register are used from the first contract |
| Week 3 |
Open the business bank account and enable online banking |
Junanda Consulting |
The account is separate from any shareholder's personal account |
Week 4: First Records Cycle and Filing Readiness
The final week tests whether the previous three weeks actually work.
| Timing |
Task |
Who does it |
What to check afterwards |
| Week 4 |
Collect the first month of invoices issued and received, and download bank statements and payment receipts |
Company and Junanda Consulting |
Every invoice is matched to a contract, an order or a payment, and statements cover the full period |
| Week 4 |
Register outstanding reconciling items |
Junanda Consulting |
Items are listed with an owner and an expected clearing date |
| Week 4 |
Confirm the first filing obligation and its deadline |
Junanda Consulting |
The deadline is subject to the filing deadlines assessed by the competent tax authority |
| Week 4 |
Build a customer invoicing information template |
Junanda Consulting |
The template captures full name, TIN, address and bank details |
| Week 4 |
Note every licence or permit renewal date, and run the monthly records checklist for the first time |
Junanda Consulting |
Renewal dates are in the compliance calendar and all record categories are complete |
Five Things Most Often Missed
| Missed item |
Why it gets missed |
Consequence |
Fix |
| Tax type assessment |
Assumed to be automatic |
The company is assessed for the wrong taxes, or none |
Confirm the assessed types in writing and diarise it |
| Invoice type and quota approval |
Deferred until the first sale |
Invoices cannot be issued when the first customer asks |
Apply once tax registration is confirmed |
| Tripartite tax-bank agreement |
Left until the first payment falls due |
Electronic payment fails at the worst moment |
Test a payment well before the first due date |
| A backup real-name officer |
Only the primary officer is registered |
A single absence blocks a filing |
Register at least two officers |
| Document handover routine |
Nobody owns it |
Receipts and invoices sit in personal inboxes |
Name an owner on each side and fix a monthly cut-off |
30-Day Completion Self-Check
How to Use This Checklist
- Print it and assign a name to each week before you start.
- Treat the "what to check afterwards" column as the definition of done, not the task description.
- Review progress at the end of each week with your Junanda Consulting adviser.
- Carry any unticked item forward with a written reason and a new date, and file the completed checklist with the company archive.
This article is general business information prepared by Junanda Consulting. Specific policy positions, tax rates, deadlines and procedural requirements are subject to the latest official versions issued by the competent authorities. To understand how these requirements apply to your business, please contact Junanda Consulting for further information and support.
