How do I…

File Online

Register a new business or maintain your existing business registration by signing into the online filing portal.

 

Login with your username and password, or click the login button to create your user profile and sign in.

 

Registering a new business? Start a new business application on the Forms page.

 

Already registered? Search for your business record, then click on its name.  Go to the Filing Actions button to find the form you need.

New Login

As of July 1, 2022 access to the online filing portal will no longer use ePass. You will need to create a new password to log in.

Instructions for creating an account:

  • If you have accessed the online filing portal in the past, click the ‘Reset Password’ link, enter your current username and submit. A verification email will be sent with a link to set up your new password. Once you have created your new password, return to the login. Enter your username and new password.
  • If you have never accessed the online filing portal, select ‘Create an Account’ and enter the required information.
  • Click the Login button below to begin.

Instructions for LOGGING INTO an EXISTING account:

  • Once you have verified your account email, you will be able to login into your portal account.
  • Click the following link to access the login page.
  • Enter your username and password to login.

Instructions for RESETTING YOUR ACCOUNT PASSWORD:

  • Click the following link to access the login page.
  • Click on the Reset Password link on the login page.
  • Enter your username that you use to login to the online filing portal.
  • An email will be sent to the email address under your account that will contain a link to send you to the reset password page.
  • Enter your new password and confirm your password to reset it.

Instructions for RECOVERING YOUR USERNAME:

  • Click the following link to access the login page.
  • Click on the Forgot Username link on the login page.
  • Enter your email address.
  • An email will be sent to the email address that will contain your username(s) that you have registered.

Instructions for EDITING YOUR USER ACCOUNT INFORMATION:

  • Once you are logged into the online filing portal, you will see your name and username in the upper right of the page.
  • Click on your username / name and a dropdown will appear.
  • Click the Edit My Account button to edit your account.
  • You will be able to change your name, email, and contact details under this page.

What is an “annual report?”
Annual reports are required for all limited liability companies (LLCs) and corporations (profit and nonprofit.) The annual report filed with the Secretary of State’s office keeps your registration up to date and lets us know you are still an active business in Montana. It is a renewal of your registration information, where you can update the business mailing address, registered agent, shares (if applicable,) and principals of record. It is not a tax or earnings report.

If your business information has not changed, file a “no change” annual report using these steps:

  1. Visit our online filing portal at biz.sosmt.gov
  2. “Search” for your business.
  3. Click on the business name in the results list.
  4. On the right-side panel, click the “File Annual Report” button.
  5. Review the information on the report.
  6. To sign, read and check each declaration box, and fill in all fields marked with a red asterisk. (You may need to scroll down to see all the fields.)
  7. Click “File Online” and make your payment by credit/debit card or e-check ($20 if filed by April 15th.)

If you need to update your business information, file your annual report using these steps:

  1. Visit our online filing portal at biz.sosmt.gov
  2. Click “Login” and sign into the site with your username and password. (If you don’t have an account, click the “login” button, then “create an account.”)
  3. After you have signed in, “search” for your business.
  4. Click on the business name in the results list.
  5. On the right-side panel, click the “File Annual Report” button.
  6. Follow the steps, updating the report information as needed.
  7. To sign, read and check each declaration box, and fill in all fields marked with a red asterisk. (You may need to scroll down to see all the fields.)
  8. Click “File Online” and make your payment by credit/debit card or e-check ($20 if filed by April 15th.)
To Request Business Certificates or Certified Copies of Business Documents:
  1. Please access the online filing portal at https://biz.sosmt.gov/
  2. Click “Login” and sign into the site with your username and password. (If you don’t have an account, click the “login” button, then “create an account.”)
  3. Search for the business by name or folder ID.
  4. In search results, click on the business name to open the record.
  5. On the right, click “Request Information.” On the Request Details page, select “Certified Copies of Documents” or the business certificate you would like to request.
    • There is a flat fee of $10 for document copies whether you select 1 document or all the documents on record.
  6. Pay with credit/debit card, or e-check when you submit your filings
Obtain Business Principal Extract Report

This will return all principals related to a specific business

  1. Access our online portal here
  2. Search for and select your business name
  3. Click Request Information and follow the steps
  4. Submit payment
  5. Download your report
Obtain Principal Search Report

This will return specific principals associated to any business

  1. Access our online portal here
  2. Click on Forms
  3. Click on the Request Business Information tab
  4. Select Principal Search
  5. Enter the required principal information
  6. Submit payment
  7. Download your report
To Register a Business with the Secretary’s Office
  1. Visit our online filing portal at https://biz.sosmt.gov/
  2. Sign into the site with your username and password. (If you don’t have an account, simply click the login button and you’ll see where you can create one. This is your user profile for the site.)
  3. Once you’ve signed in, go to the Forms section in the left side menu.
  4. Choose the applicable form.
    • Use Domestic forms if your business is meant to be a Montana business.
    • Use Foreign forms if  your business is already formed in another state/country, and you are just coming to do business in Montana.
  5. Fill in the form with all required fields, as designated by red asterisks.  Please note that you may need to scroll down each page of the form to make sure you fill in everything required.  If any of the pages are missing information, you will see it highlighted in red with an “x” on that step, and you can return to that page for edits by clicking on the page name.
  6. Submit the form to our office for processing with its required fee (payable by credit/debit card or by e-check.)
  7. We’ll review it, and once approved, notify you by email with instructions to retrieve your approved documents from the portal.
To Change Registered Agent/Office Address:
  1. Visit our online filing portal at https://biz.sosmt.gov/
  2. Sign into the site with your username and password.  (If you don’t have an account, simply click the login button and you’ll see where you can create one.  This is your user profile for the site.)
  3. Search for the business by name or folder ID.
  4. In search results, click on the business name to open the record.
  5. In the slide out bar on the right, click on Filing Actions.
  6. Scroll down to select and complete the “Registered Agent/Office Change by Entity.”

To Change Principal Office Address:

  1. Visit our online filing portal at https://biz.sosmt.gov/
  2. Sign into the site with your username and password.  (If you don’t have an account, simply click the login button and you’ll see where you can create one.  This is your user profile for the site.)
  3. Search for the business by name or folder ID.
  4. In search results, click on the business name to open the record.
  5. In the slide out bar on the right, click on Filing Actions.
  6. Scroll down to select and complete the “Principal Office Address Change” form.
To Reinstate a Business:

Most business registrations require a Title 15 Certificate from the MT Department of Revenue to reinstate. Request the certificate through their Transaction Portal. (A certificate is not required for single-member LLCs not taxed as corporations.)

Once you have your signed Title 15 certificate, please follow the steps below.  Note that you must file all missing annual reports AND a reinstatement application to return the registration to an active status.

File your annual reports

  1. Visit our online filing portal at biz.sosmt.gov
  2. Sign into the site with your username and password.  (If you don’t have an account, click the login button and you’ll see where you can create one.)
  3. Once you are signed in, search for the business registration using the “Search” in the left-side menu.
  4. Click on the business name in the results list, and you’ll see a panel on the right side of the screen.
  5. Click the “File Annual Report” button, follow the steps, and make your payment ($35) to file each missing annual report.

Complete your reinstatement

  1. When the annual reports are finished, click on the “Filing Actions” button, and choose the “Reinstatement” form.
  2. Complete the form, uploading your tax certificate on the documents page, if required.
  3. Submit the filing to our office for processing with its required fee. (Profit Corp – $30, LLC – $35, Nonprofit Corp – $10)
  4. Our office will review the filing, then once approved, your registration will be active again.  All filed documents and receipts can be obtained from your “Work Queue.”
Currently have a registered Assumed Business Name (ABN/DBA) – Change to an LLC

To change business structures from an Assumed Business Name to a Limited Liability Company, you can file a conversion to an LLC if the applicant on the registration is a partnership or an association.

In order to keep the same name, if the ABN applicant is an individual, you will need to cancel the ABN, then re-register as an LLC.

To Cancel an ABN:
  1. Visit our online filing portal at sosmt.gov
  2. Sign into the site with your username and password.  (If you don’t have an account, click the login button and you’ll see where you can create one.)
  3. Once you are signed in, search for the business registration using the “Search” in the left-side menu.
  4. Click on the business name in the results list, and you’ll see a panel on the right side of the screen.
  5. Go to the Filing Actions button and choose to “Cancel an Assumed Business Name.”
  6. The form will open, and you will complete the application online.  Please read all the instructions and be sure to complete every form item that has a red *asterisk.  Click on the Question Mark icon to see more information about the fields on each page.
  7. Once you have completed the application, click the “FILE ONLINE” button to submit.
  8. When the application is approved, the system will send you an email.  The email will also give you instructions on how to login to your account and download your confirmation documents.
To Register a Limited Liability Company
  1. Visit our online filing portal at sosmt.gov.
  2. Sign into the site with your username and password.
  3. Once you are signed in, go to the “Forms” in the left-side menu.
  4. Click “Articles of Organization for Domestic Limited Liability Company.” Follow steps and complete payment for your submission to be sent for review.
  5. When the application is approved, the system will send you an email.  The email will also give you instructions on how to login to your account and download your confirmation documents.
AMEND AN EXISTING BUSINESS
  1. Visit our online filing portal at sosmt.gov
  2. Sign into the site with your username and password.  (If you don’t have an account, click the login button and you’ll see where you can create one.)
  3. Once you are signed in, search for the business registration using the “Search” in the left-side menu.
  4. Click on the business name in the results list, and you’ll see a panel on the right side of the screen.
  5. Go to the Filing Actions button and choose the amendment form.
  6. The form will open, and you will complete the application online.  Please read all the instructions and be sure to complete every form item that has a red *asterisk.  Click on the Question Mark icon to see more information about the fields on each page.
  7. Once you have completed the application, click the “FILE ONLINE” button and make your payment with either a credit/debit card or an e-check.
  8. When the application is approved, the system will send you an email.  That email will also give you instructions on how to login to your account and download your confirmation documents.
To Cancel/Withdraw/Terminate a Business Registration
  1. Visit our online filing portal at sosmt.gov
  2. Sign into the site with your username and password.  (If you don’t have an account, click the login button and you’ll see where you can create one.)
  3. Once you are signed in, search for the business registration using the “Search” in the left-side menu.
  4. Click on the business name in the results list, and you’ll see a panel on the right side of the screen.
  5. Go to the Filing Actions button and choose the applicable form. (Note that the terminology – dissolution/withdrawal/termination/cancellation – varies by business type.)       
  6. The form will open, and you will complete the application online.  Please read all the instructions and be sure to complete every form item that has a red *asterisk.  Click on the Question Mark icon to see more information about the fields on each page.
  7. Once you have completed the application, click the “FILE ONLINE” button to submit.
  8. When the application is approved, the system will send you an email.  That email will also give you instructions on how to login to your account and download your confirmation documents.

Some filings will require a tax certificate from the Montana Department of Revenue.  To request a tax certificate, please visit the TransAction Portal.

To Renew a Mark:
  1. Visit our online filing portal at sosmt.gov
  2. Sign into the site with your username and password.  (If you don’t have an account, click the login button and you’ll see where you can create one.)
  3. Use the Trademark search to look up your existing trademark record, either by name or ID number.
    • Be sure the top menu on the search screen is highlighted as ‘Trademark’ (and not Business).
  4. In search results, click on the mark name to open the record.
  5. Click on Filing Actions on the right to find and file the mark renewal.
    • Your renewal will require a specimen of the mark showing it in use as stated in your original filing (ex. advertisements, website, products.)
  6. Pay with credit/debit card, or e-check when you submit your filing.
  7. When the renewal is approved, the system will send you an email.  That email will also give you instructions on how to login to your account and download your confirmation documents.
To Register a Mark
  1. Visit our online filing portal at sosmt.gov
  2. Sign into the site with your username and password.  (If you don’t have an account, click the login button and you’ll see where you can create one.)
  3. Once you’re logged in, click “Register a Trademark” in the Trademark box, then select “Registration of Mark (Trademark or Service Mark)” and “File Online.”
  4. The form will open, and you will complete the application online.  Please read all the instructions and be sure to complete every form item that has a red *asterisk.  Click on the Question Mark icon to see more information about the fields on each page.
    • Your application will require 3 specimens of the mark showing it in use as stated in your filing (ex. advertisements, website, products.)
  5. Once you have completed the application, click the “FILE ONLINE” button to submit.
  6. When the application is approved, the system will send you an email.  That email will also give you instructions on how to login to your account and download your confirmation documents.

Subscription Services

A subscription service provides access to information with automatic payment deduction from your payment account.

Trademark Copies:
A monthly download of trademark images on file with our office.

Active New Business Entity Report:
A monthly report of all new businesses registered from the previous month.

Homeowner & Condo Association Report:
A report of all homeowner and condo associations registered with our office.

Nonprofit Corporation Report:
A report of all domestic and foreign nonprofit corporations registered with our office.

UCC Bulk:
A data export of all UCC filings registered with our office with image extracts.  Include a full bulk download and daily exports.

Corporate Bulk:
A data export for various criteria for all of our business information registered with our office.

If you would like further assistance filing, or have questions, please call the Business Services Division at 406-444-3665 or email [email protected].

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