Help Guides - Create a Business Checklist and Save your Progress
Purpose: Use this guide to create a business checklist and link it to a business profile. Linking a checklist to a business profile activates the checklist progress status bar and allows you to save your checklist progress. NOTE: There are two possible scenarios described below when starting a Business Checklist. Be sure to follow the steps associated with your specific scenario.
Scenario 1: Creating a checklist without an active business profile in My Business(es).
- Follow these steps if you want to create a checklist and you do not yet have an active business profile in My Business(es). Completing these steps will also create a new business profile.
Scenario 2: Creating a checklist linked to an active business profile in My Business(es). (Skip to Page 8).
- Follow these steps if you want to create a checklist for a business profile that is already active in My Business(es).
Scenario 1: Creating a checklist without an active business profile.
Step 1: Go to https://hub.business.pa.gov. Enter your username and password in the appropriate form fields. Click the Log in button. New users should register for an account by clicking the Register button on the right. Click here for additional assistance with registering as a new user in the Hub. NOTE: The Business Hub utilizes Keystone Login. If you have an existing Keystone Login from another Commonwealth system associated with your email address, use your existing information to Log in.
Step 2: Click the Checklists button.
Step 3: Click the Create Your Checklist button.
Step 4: The dropdown menu defaults to Create a new checklist. Type a name for your checklist in the form field. Then, click the Get Started button.
Step 5: Complete the screens as required to generate a Business Checklist. After the checklist has been generated, click the Save and Close button.
Step 6: From the My Checklist(s) screen, you should now see your recently completed checklist. Click the Convert to Business Profile icon.
Step 7: Click the Create Business Profile button.
Step 8: Some information from the checklist will be pre-populated into the business profile. Complete each screen and add additional required information, including a primary phone, address, and at least one owner. Add any additional information you would like to create your business profile. Once you have done so, your business profile should have an Active status in My Business(es). Click Checklists in the menu to quickly find the checklist you used to create the business profile.
Step 9: Click the View Checklist button.
Step 10: You can now mark steps complete and save your checklist progress. To do so, check the box next to the completed step and click the Save button. Exit the page by clicking the Back to My Business button or Back to My Checklist(s) button.
Step 11: You can go back to My Dashboard to see your Checklist Progress Status Bar. Click the individual steps to quickly open the checklist, mark steps complete, and save your updated checklist.
Scenario 2: Creating a checklist linked to an active business profile.
Step 1: Go to https://hub.business.pa.gov. Enter your username and password in the appropriate form fields. Click the Log in button.
Step 2: Click the Checklists button.
Step 3: Click the Create Your Checklist button.
Step 4: The dropdown menu defaults to Create a new checklist. Type a name for your checklist in the form field. Then, click the Get Started button.
Step 5: Complete the screens as required to generate a Business Checklist. Information from the business profile will be added to the checklist where appropriate. After the checklist has been generated you can mark steps complete and save your checklist progress. To do so, check the box next to the completed step and click the Save button. Exit the page by clicking the Back to My Business button or the Back to My Checklist(s) button.
Step 6: You can go back to My Dashboard to see your Checklist Progress Status Bar. Click the individual steps to quickly open, mark steps complete, and save your checklist.
Revised 4/2/2025