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Restaurants

Restaurant Compliance & Renewal Checklist

For restaurants, cafés, bars, food trucks & catering businesses. Health permits, liquor licenses, food handler certifications, and fire inspections — critical to stay open every single day.

Download PDF checklist11 categories · 55 documents
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A warm restaurant dining room set for service
What to track

Documents that expire — and need an owner.

01

Core Business & Entity Documents

  • General business license (city / county / state)
  • Registered entity annual report
  • DBA / fictitious name registration
  • Certificate of good standing
  • Sales tax permit / resale certificate
  • State foreign qualification (if applicable)
02

Food Service Licenses & Permits

  • Food service establishment license
  • Health department operating permit
  • Restaurant / café permit
  • Food truck permit (if applicable)
  • Catering permit
  • Temporary food event permits
03

Alcohol & Specialty Permits

  • Liquor license (beer / wine / spirits)
  • Alcohol server permits
  • Alcohol manager certification
  • Tobacco sales permit
  • Cannabis-infused food permit (where applicable)
04

Insurance Policies & Proof

  • General liability insurance
  • Liquor liability insurance
  • Workers’ compensation insurance
  • Commercial property insurance
  • Commercial auto insurance
  • Certificates of insurance (COIs)
05

Health, Safety & Sanitation

  • Food safety manager certification
  • Food handler cards
  • Health inspection certificates
  • Grease trap inspection reports
  • Fire suppression hood inspection
  • Pest control service records
06

Employment & Labor Compliance

  • Payroll tax registrations
  • Unemployment insurance registration
  • I-9 employment verification
  • Posters & labor law notices
  • Tip credit documentation
07

Client, Vendor & Delivery Platform Documents

  • Vendor onboarding forms
  • Supplier agreements
  • Delivery platform compliance docs
  • NDAs / service agreements
08

Facility & Location Permits

  • Certificate of occupancy
  • Use & zoning permits
  • Fire inspection certificate
  • Signage permit
  • Outdoor seating permit
09

Equipment, Assets & Utilities

  • Kitchen equipment inspections
  • Refrigeration temperature logs
  • Gas & utility compliance inspections
  • Scale calibration certificates
10

Digital, Technology & Brand Assets

  • Domain registrations
  • Online ordering platform agreements
  • POS software licenses
  • Privacy policy attestations
11

One-Off & High-Risk Expiring Items

  • Temporary event approvals
  • Seasonal permits
  • Provisional or conditional licenses
  • Emergency authority waivers

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