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LTO Bundle: Compliance Essentials Tracker
Complete 5-sheet compliance management system that tracks licenses, permits, insurance policies, regulatory requirements, and renewal deadlines for beverage alcohol businesses. Never miss a renewal, avoid costly penalties, and maintain full compliance visibility across federal, state, and local requirements. Includes automatic expiration alerts and renewal calendar with 30/60/90-day warnings.
What You Get:
Compliance & licensing reference guide with 25+ pre-loaded license/permit types organized by business type (Food & Beverage, General Business, Retail) including Alcohol Beverage Permit (TTB), State Liquor License, Food Handler's Certification, Sales Tax Permit, Health Permit, FDA Registration, Business License, EIN, DBA, Resale Certificate, and Weights & Measures—with issuing authority, renewal frequency, typical cost ranges, and applicability notes
Licenses & permits tracker with 25+ rows for tracking license/permit name, type, jurisdiction (Federal/State/Local), status, issue date, expiration date, auto-calculated days until renewal, renewal frequency, priority level (High/Medium/Low), responsible person, annual cost, renewal notes, next action required, and document links/location (includes 18 pre-filled examples covering common food & beverage licenses)
Insurance policies manager with 10+ rows for tracking policy name, provider, policy number, coverage type, coverage amount, start/end dates, annual premium, deductible, auto-renewal status, policy manager, claims history, coverage details, and agent contact info (includes 3 pre-filled examples)
Regulatory compliance checklist with 15+ rows for federal (TTB, OSHA), state (excise tax), local (health permits, grease trap), and industry requirements with status tracking, due dates, responsible persons, notes, and document links (includes 5 pre-filled examples)
Renewal calendar dashboard with monthly view showing number of renewals per month, 30/60/90-day warning counts, top priority items due, and notes—with automatic calculations pulling from licenses tracker
Perfect For: New beverage alcohol brands setting up compliance systems for the first time, established brands consolidating scattered compliance records, multi-state operators managing complex licensing across jurisdictions, and operations managers who need clear renewal visibility to avoid lapses.
✨ Stop scrambling at renewal time. Track every license, permit, and insurance policy in one place with automatic alerts. Stay compliant, avoid penalties, and never miss a deadline.
Complete 5-sheet compliance management system that tracks licenses, permits, insurance policies, regulatory requirements, and renewal deadlines for beverage alcohol businesses. Never miss a renewal, avoid costly penalties, and maintain full compliance visibility across federal, state, and local requirements. Includes automatic expiration alerts and renewal calendar with 30/60/90-day warnings.
What You Get:
Compliance & licensing reference guide with 25+ pre-loaded license/permit types organized by business type (Food & Beverage, General Business, Retail) including Alcohol Beverage Permit (TTB), State Liquor License, Food Handler's Certification, Sales Tax Permit, Health Permit, FDA Registration, Business License, EIN, DBA, Resale Certificate, and Weights & Measures—with issuing authority, renewal frequency, typical cost ranges, and applicability notes
Licenses & permits tracker with 25+ rows for tracking license/permit name, type, jurisdiction (Federal/State/Local), status, issue date, expiration date, auto-calculated days until renewal, renewal frequency, priority level (High/Medium/Low), responsible person, annual cost, renewal notes, next action required, and document links/location (includes 18 pre-filled examples covering common food & beverage licenses)
Insurance policies manager with 10+ rows for tracking policy name, provider, policy number, coverage type, coverage amount, start/end dates, annual premium, deductible, auto-renewal status, policy manager, claims history, coverage details, and agent contact info (includes 3 pre-filled examples)
Regulatory compliance checklist with 15+ rows for federal (TTB, OSHA), state (excise tax), local (health permits, grease trap), and industry requirements with status tracking, due dates, responsible persons, notes, and document links (includes 5 pre-filled examples)
Renewal calendar dashboard with monthly view showing number of renewals per month, 30/60/90-day warning counts, top priority items due, and notes—with automatic calculations pulling from licenses tracker
Perfect For: New beverage alcohol brands setting up compliance systems for the first time, established brands consolidating scattered compliance records, multi-state operators managing complex licensing across jurisdictions, and operations managers who need clear renewal visibility to avoid lapses.
✨ Stop scrambling at renewal time. Track every license, permit, and insurance policy in one place with automatic alerts. Stay compliant, avoid penalties, and never miss a deadline.

