CTA BOI Compliance Calculator

Answer 5 questions to find out if your LLC or corporation must file a Beneficial Ownership Information (BOI) report — and get your exact deadline.

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Enforcement status is evolving

The CTA and its BOI reporting requirements have faced multiple court challenges since 2024. Before filing or concluding you are exempt, verify current FinCEN guidance at fincen.gov/boi. This tool is for informational purposes only — not legal advice.

1. Does your business have a US-registered legal entity?

Sole proprietors and unincorporated businesses are generally not covered by the CTA.

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<iframe src="https://www.mystatellc.com/tools/cta-compliance?embed=1" width="100%" height="720" frameborder="0" style="border:0;max-width:820px;display:block;margin:0 auto;" title="CTA BOI Compliance Calculator" loading="lazy"></iframe>
<p style="text-align:center;font-size:.8125rem;color:#6b7280">Source: <a href="https://www.mystatellc.com/tools/cta-compliance">MyStateLLC CTA Compliance Calculator</a></p>
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How CTA BOI reporting works

🏛 What is the CTA?

The Corporate Transparency Act (2021) requires most US LLCs and corporations to disclose their beneficial owners to FinCEN, a bureau of the US Treasury Department.

👤 Who is a beneficial owner?

Any individual who owns or controls ≥25% of the company, or who exercises "substantial control" — senior officers, board members, or those with authority over major company decisions.

📋 23 exemption categories

Large operating companies (>20 FTE, >$5M revenue), banks, insurance companies, SEC-registered entities, nonprofits, and 18 other categories are exempt from filing.

⚠️ Ongoing obligations

After the initial filing, you must submit updates within 30 days whenever beneficial ownership information changes — a new owner, a name change, or an address update.

CTA Compliance Matrix — quick reference

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Entity typeEmployees / RevenueIndustry / statusBOI filing required?
LLC or CorpAnyBank, insurance, SEC-registered, etc.EXEMPT
LLC or CorpAnyTax-exempt nonprofit (501(c))EXEMPT
LLC or Corp>20 FTE + >$5M revNo regulated industryEXEMPT — large company
LLC or Corp≤20 FTENo regulated industryREQUIRED
LLC or CorpAny, ≤$5M revNo regulated industryREQUIRED
Sole prop / no entityAnyAnyNOT APPLICABLE