- Prepare for financial audit
- Prepare the statement of
  income & expenditures
- Prepare the balance sheet
- Obtain an EIN
- Prepare Form 990
- Prepare Form 990-EZ
- Labor Organizational
  Bond Coverage
- Prepare Department of
  Labor reports
- Establish a payroll system
- Complete withholding forms
  and filing requirements

- Form LM-1 - Labor Organization
  Information Report  (PDF format)
- Form LM-2 - Labor Organization Annual
  Report (PDF format)
- Form LM-3 - Labor Organization Annual
  Report (short form) (PDF format)
- Form LM-4 - Labor Organization Annual
  Report (abbreviated form) (PDF format)
- Conducting Audits in Small Unions, A
  Guide for Trustees (PDF format)

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