Texas LLC Formation Bundle Intake Checklist & Information Needed

Texas LLC Formation Bundle Intake Checklist & Information Needed

SCILLAN LLC FORMATION BUNDLE

SCILLAN may allow customers to purchase the following services together:

Texas LLC Formation

$199 + applicable government fees

EIN Registration

$75

Texas Registered Agent + Compliance Alerts

$179/year per entity
These services may be purchased together through the applicable SCILLAN intake flow.

IMPORTANT BUNDLE RULE

Purchasing the services together does not mean they are the same service.
Each component has its own:

  • Requirements
  • Intake information
  • Processing steps
  • Completion status
  • Government agency
  • Timing

For example:

  • The Texas Secretary of State handles the LLC formation filing.
  • EIN Registration involves the IRS.
  • Registered Agent service is an ongoing annual SCILLAN service.

Sia should keep these steps separate when explaining order status.

BASIC BUNDLE INTAKE CHECKLIST

Customers should generally be prepared to provide:

  • Proposed LLC legal name
  • Texas business information
  • Business address
  • Mailing address if different
  • Registered Agent selection
  • Management structure
  • Governing-person information
  • Member or owner information where required
  • Business-purpose or activity information
  • Primary customer contact
  • Notification email
  • EIN-related information
  • Responsible-party information through the secure process
  • Authorized signer information
  • Required authorization
  • Payment

Additional information may be requested depending on the LLC and filing.

PROPOSED LLC NAME

What business name should I have ready?

Customers should provide their proposed Texas LLC legal name.
They should carefully verify:

  • Spelling
  • Punctuation
  • Words
  • Abbreviations
  • Entity designation

before approving the filing.

NAME AVAILABILITY

Can SCILLAN guarantee my LLC name will be accepted?

No.
Final acceptance is determined by the Texas Secretary of State.

Should I have a backup name?

A customer may provide or consider an alternate name if the preferred name cannot be accepted.
Sia should not guarantee that a backup name will be available either.

DBA VS. LLC NAME

No.
Example:
Legal Entity:
ABC Ventures LLC
DBA / Assumed Name:
ABC Coffee
A DBA is a separate filing.
SCILLAN's DBA / Assumed Name Filing service is:
$99 + applicable government fees

BUSINESS ADDRESS

Do I need a business address before forming the LLC?

Customers should provide the applicable business address requested during formation intake.

REGISTERED AGENT ADDRESS IS DIFFERENT

Can I use SCILLAN's Registered Agent address as my general business address?

Not automatically.
SCILLAN's Registered Agent address is for the Registered Agent function.
It is not intended to serve as the customer's:

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

MAILING ADDRESS

Can my mailing address be different from my business address?

Possibly.
Customers should provide the correct information for each field requested.
Sia should not automatically copy one address into every field.

REGISTERED AGENT

Is Registered Agent service included in the bundle?

If the customer selects the Formation + EIN + Registered Agent combination, the Registered Agent component is:
$179/year per entity
Registered Agent service is recurring annually.

REGISTERED AGENT ACTIVATION

How long does Registered Agent service take to activate?

Estimated Processing Time:
1–2 business days
after required enrollment information and payment are received.

REGISTERED AGENT FOR A NEW FORMATION

Do I need a separate Change of Registered Agent filing?

If SCILLAN is properly designated as Registered Agent in the original Texas LLC formation filing, a separate change may not be necessary.

REGISTERED AGENT NOTIFICATIONS

SCILLAN's Registered Agent notifications are primarily:
Email-based
Customers should provide an actively monitored email address.

SMS NOTIFICATIONS

SCILLAN does not use SMS as its standard Registered Agent notification method.

COMPLIANCE ALERTS

Registered Agent + Compliance Alerts may include reminders:

  • 90 days before an applicable deadline
  • 60 days before
  • 30 days before
  • 1 week before

A reminder does not mean the filing has been completed.

MANAGEMENT STRUCTURE

What management information will SCILLAN need?

The formation intake may ask whether the LLC will be:

  • Member-managed
  • Manager-managed

The customer must make this decision.

CAN SIA CHOOSE THE MANAGEMENT STRUCTURE?

No.
Approved response:
“SCILLAN can prepare the filing using the management structure you select, but it cannot advise whether member-managed or manager-managed is better for your business.”

GOVERNING PERSON INFORMATION

Depending on the structure, customers may need to provide applicable information for:

  • Members
  • Managers
  • Other governing persons

Customers should provide accurate information.

OWNERSHIP PERCENTAGES

Does the Texas LLC Formation filing require Sia to decide ownership percentages?

No.
Sia should not recommend how ownership should be divided.

Can SCILLAN decide who owns what percentage?

No.
Ownership allocation may involve legal and tax considerations.

SINGLE-MEMBER LLC

Can I use the bundle for a single-member LLC?

Yes.
The customer should provide the requested information for the sole member and selected management structure.

MULTI-MEMBER LLC

Can I use the bundle for a multi-member LLC?

Yes.
The customer should provide the appropriate information for the entity's members or governing persons as required.

PARTNER DISPUTES

My partner and I disagree about ownership.

Sia should not resolve the dispute or proceed as if ownership has been established.
Refer the customer to a licensed attorney.

BUSINESS PURPOSE / ACTIVITY

What should I say my business does?

Customers should provide an accurate factual description of the business activity where requested.
Sia may help simplify the wording but should not invent activities or regulated services.

EIN REGISTRATION

Is the EIN included in the bundle?

If selected, SCILLAN's EIN Registration service is:
$75

EIN PROCESSING TIME

How long does EIN Registration take?

Estimated Processing Time:
1–3 business days
after all required information and authorization are received.

EIN IS FEDERAL

Is the EIN part of the Texas filing?

No.
The EIN is a federal IRS identifier.
Texas formation and EIN Registration are separate processes.

EIN INFORMATION

Customers should generally be prepared to provide:

  • Exact legal entity name after formation
  • Entity type
  • Formation information
  • Business address
  • Responsible-party information
  • Business activity information
  • Other IRS-required information
  • Authorization

Sensitive tax information should be submitted only through the approved secure process.

RESPONSIBLE PARTY

What is the responsible party?

The responsible party is an IRS-related designation.
It is not automatically the same as:

  • Registered Agent
  • Authorized account contact
  • Bookkeeper
  • Employee
  • General business contact

SENSITIVE EIN INFORMATION

Sia should never request through chat:

  • Social Security number
  • ITIN
  • Full taxpayer identification number
  • Driver's license number
  • Passport number
  • Banking credentials
  • IRS login
  • Government portal credentials

Use the approved secure intake process.

NEW EIN VS. EXISTING EIN

What if I already have an EIN?

Do not automatically order another EIN.
The customer should explain why they believe another EIN is needed.
Sia should not determine complex EIN requirements.

NEW ENTITY EIN

A newly formed separate LLC may require its own federal EIN depending on IRS requirements and circumstances.
Sia should not provide individualized tax advice about exceptions.

TAX CLASSIFICATION

Can Sia tell me whether my LLC should be taxed as an S corporation?

No.
Tax classification and tax elections should be discussed with a qualified tax professional.

S CORPORATION ELECTION

The Formation Bundle does not automatically include an S corporation tax election unless an approved service specifically states otherwise.

OPERATING AGREEMENT

Is an Operating Agreement included?

Not automatically unless the selected package expressly includes one.
SCILLAN separately offers:

Operating Agreement Template

Starting at $149
Estimated Processing Time:
2–3 business days

CUSTOM OPERATING AGREEMENT

Customized legal drafting should be referred to a licensed attorney.

BUSINESS LICENSES

Does the bundle include business licenses and permits?

No.
Business licensing is separate from:

  • LLC Formation
  • EIN Registration
  • Registered Agent service

SCILLAN does not currently provide general business-license filing as part of the standard bundle.

DBA / ASSUMED NAME

Does the bundle include a DBA?

No, unless a specific package expressly states otherwise.
SCILLAN's DBA / Assumed Name Filing is:
$99 + applicable government fees

BANK ACCOUNT

Does SCILLAN open my business bank account?

No.
Customers must work directly with their chosen financial institution.

BUSINESS CREDIT

Does forming through SCILLAN establish business credit?

No.

INSURANCE

Is business insurance included?

No.
Customers should arrange appropriate insurance separately.

WEBSITE OR DOMAIN

Does the bundle include a website or domain?

No.

ACCOUNTING OR BOOKKEEPING

Is accounting included?

No.
SCILLAN does not provide accounting services through the Formation Bundle.

TAX PREPARATION

Does SCILLAN file my tax returns?

No.

GOVERNMENT FEES

Are Texas government filing fees included in the $199 Formation fee?

No.
Texas LLC Formation is:
$199 + applicable government fees

STATE CREDIT-CARD FEE

Where applicable, the State's credit-card cost may be incorporated into SCILLAN's government-fee pricing structure.
SCILLAN should not add a separate:
2.7% Card Convenience Fee

TOTAL PRICE QUESTIONS

What will the entire bundle cost?

Sia may quote the individual SCILLAN service fees:

  • Formation — $199 + government fees
  • EIN — $75
  • Registered Agent — $179/year per entity
  • Operating Agreement, if separately selected — starting at $149

The final checkout amount may also include applicable government fees or other specifically selected services.
Sia should not invent a package discount unless one is approved.

FORMATION PROCESSING TIME

How long does the LLC Formation part take?

SCILLAN's Estimated Processing Time:
3–5 business days
Government processing time is separate.

BUNDLE DOES NOT HAVE ONE SINGLE COMPLETION DATE

Different components may finish at different times.
Example:

  1. Registered Agent setup may begin.
  2. LLC Formation is prepared and submitted.
  3. Formation is accepted.
  4. EIN Registration can proceed using the final entity information.
  5. Final documents are delivered.

Sia should not promise all parts finish simultaneously.

FORMATION BEFORE EIN

Can SCILLAN obtain the EIN before the LLC exists?

The EIN process generally relies on accurate entity-formation information.
Sia should follow the approved workflow and not promise an EIN before the necessary formation information is available.

ORDER CONFIRMATION

I paid for the bundle. Is my LLC formed?

No.
Payment confirms the purchase or order, not government approval.

FORMATION STATUS

Possible stages may include:

  • Order received
  • Intake pending
  • In review
  • Awaiting authorization
  • Prepared
  • Submitted
  • Government processing
  • Approved
  • EIN processing
  • Completed

Exact labels may vary.

“SUBMITTED” DOES NOT MEAN “APPROVED”

If the formation is marked Submitted, the Texas Secretary of State is still processing the filing.

AFTER FORMATION APPROVAL

Once the LLC formation is accepted, applicable next steps may include:

  • Delivery of formation documents
  • EIN Registration
  • Operating Agreement if purchased
  • Registered Agent service continuation
  • Client Portal setup
  • Compliance reminders
  • Bank-account setup by the customer
  • License review by the customer
  • Other post-formation actions as applicable

CLIENT PORTAL

Will my LLC appear in the Client Portal?

Applicable entity and service records may appear in the Client Portal once the applicable onboarding workflow is completed.

DOCUMENT DELIVERY

Customers may receive applicable documents through:

  • Client Portal
  • Secure document repository
  • Approved email notification
  • Other SCILLAN-approved delivery method

DOCUMENTS TO KEEP

Customers should securely retain their own copies of important records, which may include:

  • Formation document
  • EIN confirmation
  • Operating Agreement if purchased
  • Registered Agent records
  • Future amendments
  • Compliance documents

MULTIPLE LLC FORMATIONS

Can I form two or more LLCs?

Yes.
Each LLC is a separate legal entity and requires its own:

  • Formation service
  • Government filing
  • Entity information
  • EIN process where applicable
  • Registered Agent subscription

ONE BUNDLE DOES NOT COVER MULTIPLE ENTITIES

A Formation Bundle for one LLC should not be treated as covering another LLC.

MULTIPLE-ENTITY PRICING

SCILLAN may have approved multiple-entity pricing options.
Sia should not invent a discount.
Contact:
support@scillan.com
for current multiple-entity pricing.

EXISTING ENTITY

I already formed my LLC. Should I buy the Formation Bundle?

No.
The customer may instead need individual services such as:

  • Registered Agent + Compliance Alerts — $179/year
  • EIN Registration — $75
  • Operating Agreement — starting at $149
  • EIN & IRS Business Updates — $99

depending on what has already been completed.

CUSTOMER STARTED FORMATION ELSEWHERE

I already filed with the State but haven't received approval.

Do not submit a duplicate formation without reviewing the existing filing.
The customer should provide the current filing status.

REJECTED FORMATION

What if the Formation is rejected?

Do not tell the customer to purchase the bundle again.
SCILLAN should review the rejection first.
Possible next steps may involve:

  • Name change
  • Corrected information
  • Additional information
  • Resubmission

WRONG INFORMATION BEFORE SUBMISSION

I noticed an error in my intake.

Contact SCILLAN immediately.
If the filing has not been submitted, it may be correctable.

WRONG INFORMATION AFTER SUBMISSION

A government correction or other filing may be required.
Contact:
support@scillan.com

URGENT FORMATION

Can my LLC be expedited?

For eligible Texas Secretary of State filings, Texas Express may be available.
Current options may include:

  • Standard Expedited — $50 per document, typically 2–3 business days
  • Next-Day — $500 per document
  • Same-Day — $750 per document

These government expedited fees are in addition to normal government filing fees.

TEXAS EXPRESS DOES NOT SPEED EIN PROCESSING

Texas Express applies to eligible Texas Secretary of State filings.
It does not apply to IRS processing.

EXPEDITED PROCESSING DOES NOT GUARANTEE APPROVAL

Faster government review does not guarantee:

  • Name acceptance
  • Filing acceptance
  • Same-day formation
  • Next-day formation

if the filing does not meet applicable requirements.

SIGNATURES AND AUTHORIZATION

Does SCILLAN need authorization before filing?

Yes.
Required customer authorization and signatures should be completed before government submission.

PAYMENT IS NOT THE SAME AS FILING AUTHORIZATION

Paying for the bundle does not automatically satisfy all signature or authorization requirements.

AUTHORIZED SIGNER

Who can authorize the filing?

The person should have appropriate authority to act for the new business or organizer process.
Sia should not resolve disputes about who has authority.

CUSTOMER RESPONSIBILITIES

Customers are responsible for:

  • Providing accurate information
  • Reviewing entity-name spelling
  • Selecting management structure
  • Providing governing-person information
  • Providing secure EIN information
  • Reviewing drafts where required
  • Completing signatures
  • Responding to requests promptly
  • Keeping contact information current

CUSTOMER PREPARATION CHECKLIST

Before beginning the Formation Bundle, customers should be ready to provide:

FORMATION BUNDLE QUICK REFERENCE

Texas LLC Formation:
$199 + applicable government fees
Formation Estimated Processing:
3–5 business days
EIN Registration:
$75
EIN Estimated Processing:
1–3 business days
Registered Agent + Compliance Alerts:
$179/year per entity
Registered Agent Activation:
1–2 business days
Operating Agreement Included:
Not automatically
Operating Agreement:
Starting at $149
DBA Included:
No
Business Licenses Included:
No
Tax Preparation Included:
No
S Corporation Election Included:
No
One Bundle Covers Multiple LLCs:
No

COMMON CUSTOMER SCENARIOS

“I want SCILLAN to handle the basic setup for my new Texas LLC.”

Possible services:

  • Texas LLC Formation
  • EIN Registration
  • Registered Agent + Compliance Alerts

These may be purchased together through the applicable formation intake flow.

“I want everything, including the Operating Agreement.”

Add:
Operating Agreement template — starting at $149
unless a specific package already includes it.

“I need a DBA too.”

Add:
DBA / Assumed Name Filing — $99 + applicable government fees

“I already have an EIN.”

Do not purchase a duplicate EIN Registration automatically.

“I already have a Registered Agent.”

The customer may purchase Formation without SCILLAN Registered Agent service where the applicable ordering option permits it.

“I need three LLCs.”

Each LLC should have its own Formation and applicable add-on services.

APPROVED “WHAT DO I NEED?” RESPONSE

Use:
“To get started with SCILLAN's Texas LLC Formation, EIN, and Registered Agent services, you'll generally need your proposed LLC name, business address, management structure, governing-person information, business activity, contact information, Registered Agent selection, and the information needed for the EIN application. Sensitive tax information should be provided only through SCILLAN's secure intake process.”

APPROVED BUNDLE RESPONSE

Use:
“SCILLAN can assist with Texas LLC Formation for $199 plus applicable government fees, EIN Registration for $75, and Texas Registered Agent + Compliance Alerts for $179 per year per entity. These services may be purchased together through the applicable formation intake flow.”

APPROVED PROCESSING RESPONSE

Use:
“The services have separate processing timelines. Texas LLC Formation is estimated at 3–5 business days, EIN Registration at 1–3 business days, and Registered Agent activation at 1–2 business days after the applicable required information and authorization are received. Government processing is separate.”

APPROVED OPERATING-AGREEMENT RESPONSE

Use:
“An Operating Agreement is not automatically included unless the selected package expressly says so. SCILLAN offers a standard template-based Operating Agreement service starting at $149.”

APPROVED ADDRESS RESPONSE

Use:
“SCILLAN's Registered Agent address is for the Registered Agent function and should not automatically be used as your general mailing address, virtual office, storefront, or principal business address.”

APPROVED TAX-CLASSIFICATION RESPONSE

Use:
“SCILLAN can prepare the administrative formation and EIN services, but it cannot advise how your LLC should be taxed or whether you should make an S corporation election. Please consult a qualified tax professional for tax-structure advice.”

MOST IMPORTANT RULE

The Formation Bundle is a coordinated purchase of separate services, not one single government filing.
Sia should distinguish among:

  1. Texas LLC Formation
  2. Registered Agent enrollment
  3. Government formation approval
  4. EIN Registration
  5. Operating Agreement, if separately purchased
  6. DBA, if separately purchased
  7. Client Portal and document delivery
  8. Future compliance services

The customer should understand what is included, what is separate, and what requires additional action.
When the customer asks Sia to make a legal, ownership, management, or tax decision:
Do not guess or decide for the customer.
Support:
support@scillan.com

IMPORTANT DISCLAIMER

This article provides general administrative information regarding SCILLAN's coordinated Texas LLC Formation, EIN Registration, and Registered Agent services.
Entity structure, ownership, management, tax classification, licensing, and other business decisions may involve legal or tax considerations.
SCILLAN Business LLC provides administrative corporate services and does not provide legal, tax, accounting, financial, or investment advice.

Updated on: 09/23/2026

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