Document pack
DBA and Trade Name Filing Kit: Name Tracker Workbook, Name Search and Filing Checklist, Publication and Proof Log, and Bank Account and Renewal Tracker
File a business name in the right office, meet any newspaper deadline, and never miss the renewal.
$14 one time · Word and PDF · download link by email
Who it is for
Sole proprietors, LLC owners and bookkeepers registering or renewing a DBA, assumed name or trade name who want each state's rule and a clean paper trail.
Not the right fit if
Not a filing service and not a trademark; registering a DBA does not give you exclusive rights to the name.
Why it is different
- Covers all 50 states and DC from Secretary of State, county clerk and statute pages, checked November 2026.
- Separates the rules for individuals and for LLCs or corporations where a state files them in different places.
- Leaves a state blank rather than guess, and the workbook's dates match the free online calculator rule for rule.
What is inside
- DBA name tracker workbook (Excel). State and owner picker that dates the expiry, renewal window and newspaper deadlines from the filing date, plus a tracker for every name with fees paid and days left.
- Start here. What a DBA is called in each state, the three ways states split the filing, and the order to work through the kit.
- Name search and filing checklist. What to check before filing, filing-day steps, and every state's office, name for the filing and fee with its official link.
- Publication and proof log. The states that require a newspaper notice and what each says, a deadline worksheet, and a log for every run and the affidavit.
- Bank account and renewal tracker. A checklist for using the name with your bank and customers, a renewal record, and every state's renewal rule.
A look inside
The first pages, as you will get them
Get it
DBA and Trade Name Filing Kit
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not legal, tax or financial advice; we are not lawyers. Filing offices change fees and forms, and a county or town can add its own steps. Check the official page before you file. MCC Solutions does not file business names. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
What do I get and how is it delivered?
The DBA and Trade Name Filing Kit comes as a zip with four documents, each as an editable Word file and a printable PDF: Start Here, Name Search And Filing Checklist, Publication And Proof Log, and Bank Account And Renewal Tracker, plus an Excel workbook (DBA Name Tracker Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Is this legal or tax advice?
General information, not legal, tax or financial advice; we are not lawyers.
Is it the right fit for me?
It is made for sole proprietors, LLC owners and bookkeepers registering or renewing a DBA, assumed name or trade name who want each state's rule and a clean paper trail. Skip it if not a filing service and not a trademark; registering a DBA does not give you exclusive rights to the name.
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