Texas Business Formation Client Intake

Texas Business Formation Client Intake

IMPORTANT INTAKE RULE

SCILLAN prepares the formation filing based on the information provided by the customer.
Customers are responsible for providing accurate information and making their own decisions regarding:

  • Entity type
  • Business name
  • Ownership
  • Management structure
  • Governing persons
  • Corporate share structure
  • Partnership structure
  • Professional entity structure
  • Business purpose
  • Tax classification

SCILLAN does not make these decisions for the customer.

STEP 1 — SELECT THE BUSINESS ENTITY TYPE

The customer should first identify the type of Texas entity they want to form or register.
Available formation types may include:

Limited Liability Company

LLC

For-Profit Corporation

Nonprofit Corporation

Professional Limited Liability Company

PLLC

Professional Corporation

PC

Limited Partnership

LP

Limited Liability Partnership

LLP
If the customer is unsure which entity type to choose, Sia may explain general differences but should not recommend one structure over another.

APPROVED ENTITY-SELECTION RESPONSE

Use:
“SCILLAN can prepare the formation filing for the entity type you select. Because your choice can affect ownership, governance, liability, taxes, and other legal matters, SCILLAN cannot recommend which entity type is best for you.”

STEP 2 — PROPOSED LEGAL ENTITY NAME

Customers should provide the exact proposed legal name of the business.
Examples:

  • ABC Ventures LLC
  • ABC Holdings, Inc.
  • ABC Community Foundation
  • ABC Medical PLLC

Customers should carefully verify:

  • Spelling
  • Punctuation
  • Abbreviations
  • Entity designation
  • Special wording

before approving the formation.

NAME AVAILABILITY

Does completing the intake mean my name is approved?

No.
The applicable Texas government authority determines whether the proposed entity name can be accepted.
Sia should not guarantee name availability.

ALTERNATE BUSINESS NAME

SCILLAN may request an alternate proposed name in case the customer's first choice cannot be accepted.
Sia should not guarantee that an alternate name will be approved.

LEGAL NAME VS. DBA

A DBA or assumed name is not the same as the entity's legal name.
Example:
Legal Entity:
ABC Ventures LLC
DBA:
ABC Coffee
The formation intake should use the legal entity name.

STEP 3 — BUSINESS ADDRESS

Customers should provide the applicable business address requested for the formation.
This may include:

  • Street address
  • City
  • State
  • ZIP code

Additional address information may be required depending on the entity and filing.

MAILING ADDRESS

If the business uses a different mailing address, the customer should provide that separately where requested.
A mailing address and business address should not automatically be treated as the same.

REGISTERED AGENT ADDRESS IS DIFFERENT

If SCILLAN is selected as Registered Agent, SCILLAN's Registered Office address should not automatically be used as the customer's:

  • Principal business address
  • General mailing address
  • Virtual office
  • Virtual mailbox
  • Storefront
  • Package-receiving address

STEP 4 — REGISTERED AGENT INFORMATION

Texas formation filings generally require Registered Agent information as applicable.
The customer should indicate whether:

  • SCILLAN will serve as Registered Agent, or
  • Another Registered Agent will be designated

SCILLAN REGISTERED AGENT SERVICE

SCILLAN offers:

Texas Registered Agent + Compliance Alerts

$179/year per entity
Registered Agent service is separate from the formation filing unless the selected package expressly includes it.

CUSTOMER PROVIDES ANOTHER REGISTERED AGENT

If the customer selects another Registered Agent, SCILLAN may need information such as:

  • Registered Agent name
  • Registered Office address
  • Applicable consent or authorization

Customers are responsible for ensuring the selected Registered Agent is willing and eligible to serve.

STEP 5 — CUSTOMER CONTACT INFORMATION

Customers should provide accurate contact information, including as applicable:

  • Full name
  • Email address
  • Phone number
  • Mailing address
  • Preferred contact information

Customers should use an email account they actively monitor.

PRIMARY CONTACT

The primary contact is the person SCILLAN generally communicates with regarding the formation order.
The primary contact is not automatically:

  • Owner
  • Member
  • Manager
  • Director
  • Officer
  • Authorized signer

Those roles should be separately identified where applicable.

STEP 6 — BUSINESS PURPOSE OR ACTIVITY

Customers may be asked to describe the company's business activity or purpose.
The description should be accurate and based on the customer's intended business.
Sia may help simplify wording but should not invent business activities.

REGULATED OR PROFESSIONAL ACTIVITIES

If the business will provide regulated professional services, additional information or review may be required.
Examples may include professions subject to:

  • State licensing
  • Professional boards
  • Regulatory agencies

Sia should not determine whether a particular professional entity structure is legally required.

STEP 7 — GOVERNING PERSON INFORMATION

Depending on entity type, customers may need to provide information for one or more:

  • Members
  • Managers
  • Directors
  • Officers
  • General partners
  • Partners
  • Other governing persons

The exact information required depends on the formation type.

GOVERNING PERSON DETAILS

Information may include:

  • Full legal name
  • Role or title
  • Address where required
  • Contact information where appropriate

Additional information may be required depending on the filing.

STEP 8 — OWNERSHIP INFORMATION

Some SCILLAN workflows may request ownership information for administrative purposes.
Customers are responsible for determining:

  • Who owns the entity
  • Ownership percentages
  • Member interests
  • Share ownership
  • Partnership interests

Sia should not determine ownership allocations.

OWNERSHIP DISPUTES

If two or more people disagree about ownership:
Do not continue as a routine formation intake issue.
Escalate for legal review.

STEP 9 — MANAGEMENT OR GOVERNANCE STRUCTURE

The customer may need to make management or governance selections depending on the entity type.

LLC MANAGEMENT STRUCTURE

For an LLC, the customer may need to select:

  • Member-managed
  • Manager-managed

SCILLAN does not choose between them.

CORPORATION GOVERNANCE

For a corporation, customers may need to provide applicable information regarding:

  • Directors
  • Officers
  • Share structure
  • Other formation-related governance information

Sia should not design the corporate governance structure.

PARTNERSHIP GOVERNANCE

For LPs and LLPs, customers may need to identify applicable:

  • General partners
  • Partners
  • Partnership information
  • Authorized representatives

SCILLAN should not decide how partnership rights or liability should be structured.

STEP 10 — AUTHORIZED SIGNER

SCILLAN may require an authorized person to approve or sign the filing.
The customer should provide:

  • Signer's full name
  • Role or title
  • Entity represented
  • Contact information where required
  • Signature or electronic authorization where applicable

PAYMENT DOES NOT EQUAL SIGNATURE AUTHORITY

Purchasing the service does not automatically establish authority to sign the formation filing.

PORTAL ACCESS DOES NOT EQUAL SIGNING AUTHORITY

A person with access to the SCILLAN Client Portal is not automatically an authorized signer.

STEP 11 — ORGANIZER INFORMATION

Where required, formation filings may include organizer information.
SCILLAN may prepare the filing using the appropriate approved organizer process.
Sia should not make legal claims about organizer authority beyond the applicable administrative workflow.

STEP 12 — EFFECTIVE DATE

Where the filing permits an applicable effective-date selection, the customer may need to provide the desired timing.
Sia should not invent available effective-date rules.
If the customer requests a special delayed or future effective date and the requirements are unclear:
Escalate to SCILLAN Support.

LLC-SPECIFIC INTAKE

For a Texas LLC, customers should generally be prepared to provide:

SINGLE-MEMBER LLC

For a single-member LLC, the customer should identify the applicable:

  • Sole member
  • Management structure
  • Governing information

Sia should not provide tax advice about single-member LLC treatment.

MULTI-MEMBER LLC

For a multi-member LLC, customers should provide accurate member or governing-person information as requested.
SCILLAN does not decide:

  • Ownership percentages
  • Voting rights
  • Profit distributions
  • Member duties
  • Buyout rights

Those matters may require an Operating Agreement or legal counsel.

CORPORATION-SPECIFIC INTAKE

For a Texas for-profit corporation, customers should generally be prepared to provide:

CORPORATE SHARE INFORMATION

The customer is responsible for determining applicable share structure information.
Sia should not recommend:

  • Number of shares
  • Share classes
  • Ownership percentages
  • Share values
  • Investor allocations

NONPROFIT CORPORATION INTAKE

For a Texas nonprofit corporation, customers should generally be prepared to provide:

Additional information may be required depending on the nonprofit's intended structure or purpose.

NONPROFIT TAX-EXEMPT STATUS

Texas nonprofit formation does not automatically create:

  • 501(c)(3) status
  • Federal tax exemption
  • Texas tax exemption
  • Tax-deductible donation eligibility

Those are separate matters.

NONPROFIT PURPOSE

If a customer requests customized charitable or tax-exemption language, Sia should not invent language intended to guarantee IRS approval.
Recommend attorney or tax-professional review where appropriate.

PLLC-SPECIFIC INTAKE

For a Professional Limited Liability Company, customers may need to provide:

PROFESSIONAL ENTITY ELIGIBILITY

Sia should not determine whether the customer is legally required or permitted to form a PLLC.
The customer may need to consult:

  • Applicable licensing board
  • Texas regulatory authority
  • Licensed attorney

PROFESSIONAL CORPORATION INTAKE

For a Professional Corporation, customers may need to provide:

LIMITED PARTNERSHIP — LP INTAKE

For a Texas Limited Partnership, customers may generally need to provide:

GENERAL PARTNER

The customer is responsible for determining who will serve as the general partner.
Sia should not advise:

  • Who should be general partner
  • Whether an LLC should be general partner
  • How liability should be allocated
  • How partnership ownership should be structured

LIMITED LIABILITY PARTNERSHIP — LLP INTAKE

For an LLP, customers may generally need to provide:

Additional partnership information may be required depending on the filing.

IMPORTANT LLP RULE

An LLP is a partnership structure and should not be described as simply another type of LLC.
Applicable future LLP annual requirements are separate from the initial filing or registration.

PROFESSIONAL LICENSE INFORMATION

For professional entities, SCILLAN may request information regarding professional licensing where required.
Customers should provide accurate information.
Sia should not:

  • Validate professional eligibility on its own
  • Determine whether a license satisfies a regulatory board
  • Advise whether a profession requires a particular entity type

ADDITIONAL DOCUMENTS

Depending on the entity or circumstances, SCILLAN may request additional:

  • Supporting documents
  • Professional information
  • Authorization
  • Government information
  • Clarification

Sia should not promise that the standard intake checklist is exhaustive.

SENSITIVE INFORMATION

Customers should not provide unnecessary sensitive information through Sia.
Do not request:

  • Social Security numbers
  • Full taxpayer identification numbers
  • Banking credentials
  • Full payment-card numbers
  • Passwords
  • Government portal credentials
  • Driver's license numbers
  • Passport numbers

Use SCILLAN's approved secure intake process where sensitive information is required.

FORMATION REVIEW

After the customer completes intake, SCILLAN may review the information for:

  • Completeness
  • Internal consistency
  • Required filing fields
  • Missing information
  • Required authorization
  • Administrative filing readiness

SCILLAN's review is not legal advice.

MISSING INFORMATION

If required information is missing, the formation may remain:
Awaiting Information
until the customer responds.

INCOMPLETE INTAKE MAY DELAY PROCESSING

Estimated Processing Time generally begins after SCILLAN has received all required:

  • Information
  • Documents
  • Verification
  • Signatures
  • Authorization
  • Payment

CUSTOMER REVIEW BEFORE FILING

Customers should carefully review the formation information before submission.
Pay particular attention to:

  • Legal name spelling
  • Addresses
  • Governing persons
  • Management selection
  • Registered Agent information
  • Professional information
  • Partner information
  • Corporate information
  • Signer information

CHANGES BEFORE SUBMISSION

I made a mistake in the intake.

If the filing has not been submitted, contact SCILLAN promptly.
The information may be correctable before submission.

CHANGES AFTER SUBMISSION

If the formation has already been submitted, the correction may require:

  • Government correction
  • Resubmission
  • Amendment
  • Another filing

Do not submit a duplicate formation without review.

CHANGES AFTER APPROVAL

Once the entity has been formed, changes to government-record information may require a separate filing.

FORMATION REJECTION

If a formation filing is rejected:
Do not tell the customer to purchase formation again.
SCILLAN should first review the rejection reason.

MULTIPLE BUSINESS FORMATIONS

If a customer wants to form several entities, each entity requires a separate intake.
Example:

  • ABC Holdings LLC
  • ABC Operations LLC
  • ABC Real Estate LLC

Each should have its own:

  • Legal entity name
  • Formation record
  • Governing information
  • Registered Agent information
  • Authorization
  • Filing
  • Applicable fee

COPYING INFORMATION BETWEEN ENTITIES

Information may be similar across multiple entities, but SCILLAN should not assume it is identical.
Each formation should be separately verified.

CUSTOMER FORMATION INTAKE — MASTER CHECKLIST

Before submitting a business formation intake, customers should confirm:

ENTITY-SPECIFIC QUESTIONS SIA SHOULD ASK

LLC

Ask:

  • What is the proposed legal name?
  • Is the LLC member-managed or manager-managed?
  • Who are the applicable governing persons?
  • Who will serve as Registered Agent?
  • What business address should be used?

CORPORATION

Ask:

  • What is the proposed corporate name?
  • Who are the applicable directors or governing persons?
  • What required share information has the customer selected?
  • Who will serve as Registered Agent?
  • Who is authorized to approve the filing?

NONPROFIT

Ask:

  • What is the proposed nonprofit name?
  • What is the organization's purpose?
  • Who are the governing persons?
  • Who will serve as Registered Agent?
  • Is the customer seeking separate tax-exemption assistance?

Do not imply tax exemption is included.

PLLC / PROFESSIONAL CORPORATION

Ask:

  • What professional service will the entity provide?
  • What entity type has the customer selected?
  • Who are the applicable professional owners or governing persons?
  • What professional-license information is required?
  • Who will serve as Registered Agent?

Do not determine professional eligibility.

LP

Ask:

  • What is the proposed partnership name?
  • Who is the general partner?
  • What Registered Agent information applies?
  • Who is authorized to approve the filing?

LLP

Ask:

  • What is the partnership's legal name?
  • What existing partnership information applies?
  • Who are the applicable partners?
  • What Registered Agent information is required?
  • Who is authorized to approve the filing?

FORMATION INTAKE QUICK REFERENCE

Choose Entity Type First:
Yes
SCILLAN Chooses Entity Type:
No
Business Name Guaranteed:
No
Ownership Decisions Made by SCILLAN:
No
Management Structure Chosen by SCILLAN:
No
Professional Eligibility Determined by Sia:
No
Registered Agent Required as Applicable:
Yes
Sensitive Information Through Chat:
No
Customer Authorization Required:
Where applicable
Payment = Filing Approval:
No
One Intake Covers Multiple Entities:
No

APPROVED GENERAL INTAKE RESPONSE

Use:
“To begin a Texas business formation, SCILLAN will need information about the entity type you selected, proposed legal name, business address, Registered Agent, governing persons, applicable management or partnership structure, authorized signer, and other information required for that formation type.”

APPROVED LLC INTAKE RESPONSE

Use:
“For a Texas LLC formation, you'll generally need your proposed LLC name, business address, Registered Agent information, member-managed or manager-managed selection, governing-person information, contact information, and an authorized signer.”

APPROVED CORPORATION INTAKE RESPONSE

Use:
“For a Texas corporation, you'll generally need the proposed corporate name, business address, Registered Agent information, applicable director or governing-person information, required share information, contact information, and an authorized signer.”

APPROVED NONPROFIT INTAKE RESPONSE

Use:
“For a Texas nonprofit corporation, you'll generally need the proposed nonprofit name, business or mailing address, Registered Agent information, governing-person information, organizational purpose, contact information, and an authorized signer. Texas nonprofit formation does not automatically include federal tax-exempt status.”

APPROVED PROFESSIONAL ENTITY RESPONSE

Use:
“For a PLLC or Professional Corporation, SCILLAN may also need information about the professional service and applicable licensing. SCILLAN cannot determine whether your profession requires or qualifies for a particular professional entity structure.”

APPROVED LP RESPONSE

Use:
“For a Texas Limited Partnership, you'll generally need the proposed partnership name, business address, Registered Agent information, general partner information, contact information, and an authorized signer.”

APPROVED LLP RESPONSE

Use:
“For a Texas LLP, SCILLAN may need the partnership's legal name, existing partnership information where applicable, business address, Registered Agent information, partner information, and an authorized signer.”

MOST IMPORTANT WORKFLOW

When a customer is completing a Texas Business Formation intake, Sia should guide them in this order:

1. Entity Type

What type of business is being formed?

What exact legal entity name should be requested?

3. Addresses

What business and mailing addresses apply?

4. Registered Agent

Who will serve as Registered Agent?

5. Governance

Who are the applicable members, managers, directors, officers, or partners?

6. Entity-Specific Information

Management structure, share information, professional information, partnership information, or nonprofit purpose as applicable.

7. Authorized Signer

Who is authorized to approve the filing?

8. Review

Has the customer confirmed that the information is accurate?

9. Authorization

Have all required signatures and approvals been completed?

10. Submission

Only then should the applicable formation filing proceed.
When any material information is unclear:
Do not guess. Escalate.
Support:
support@scillan.com

IMPORTANT DISCLAIMER

This article provides general administrative information regarding SCILLAN's Texas Business Formation client-intake process.
Formation requirements vary depending on the entity type, ownership structure, management arrangement, professional licensing, government filing, and customer circumstances.
SCILLAN Business LLC is a corporate-services provider and does not provide legal, tax, accounting, financial, or investment advice.

Updated on: 09/23/2026

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