Running the Business · Part 7

Template: the annual compliance calendar

Lesson 6 of 6~5 minFree previewCurrent as of September 2026Leer en español

One page that holds every date a plumbing contractor's license, insurance, taxes, registrations, and code depend on: the fixed ones the law sets and the blanks for the ones your policies set. Fill it in once, copy the entries into every calendar the business uses with 90/60/30-day reminders, fund the renewal account monthly, and review the sheet on January 1 and July 1.

What the full lesson covers

  • Five dates that can suspend or end the license: license expiration, bond term, workers' compensation term, the 90-day change rule, and the qualifier replacement clock; each with reminders and the money set aside.
  • Fixed statutory dates every year: estimated taxes (April 15, June 15, September 15, January 15), the LA business tax renewal (due January 1, delinquent in March), DIR renewal (July 1), the minimum wage change (January 1), the code checks (January 1 and July 1).
  • Two one-time dates already on the calendar: January 1, 2027 (CSLB's workers' compensation exemption verification) and January 1, 2028 (coverage mandatory for every licensee).
  • Review the whole sheet twice a year, on the code-change dates.

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