ALL FIELDS MARKED WITH AN ASTERISK (*) ARE REQUIRED. If you cannot attach a document to this form, please DO NOT EMAIL IT. We will provide you access to a secure portal for any additional documents that are required.
Is this an amendment? YesNo
Corporation Name
EIN
Date Incorporated
Address Line 1
Address Line 2
City
State
ZIP Code
Email Address
Telephone Number
State of Incorporation
Coporation’s State of Residence
Coporation’s Principal Business Activity
Date First Authorized to Do Business in State of Residence
Did the corporation have a change of business name during the year? YesNo
Is there a change of adresss for this year? YesNo
Is this a personal service corporation? YesNo
Did any entity own more than 50% of the corporation’s voting stock on the last day of the year? YesNo
What accounting method does the corporation use? — select an option — CashAccuralOther
Please describe your accounting method if you selected “Other” above.
Does the corporation file under a calendar year? YesNo
If the corporation does not file under a calendar year, please describe the corporation’s fiscal year.
Number of Shareholders on Last Day of Year
Full Name
Social Security Number
Percent of Shares Owned at Start of Year
Percent of Shares Owned at End of Year
Dividends Issued to Shareholder During Year
Bank Account Balance
Accounts Receivable
Loans to Shareholders
Mortgages and Loans Held by Corporation
Stocks, Bonds, and Securities
Inventories
Other
Accounts Payable
Payables Less Than One Year
Payables More Than One Year
Capital Stock (Preferred)
Capital Stock (Common)
Loans from Shareholders
Retained Earnings
Gross Receipts (excluding income from rental property)
Portion of Receipts Reported on Form 1099-K
Portion of Recipts Refunded or Returned
Gross Receipts From Rental Property
Did the corporation have any other income form this business activity not inclued in gross receipts above? YesNo
Please describe any other corporation income not included elsewhere on this form.
Do you manufacture or produce a product for sale to customers? YesNo
Do you operate a wholesale or retail business where you maintain an inventory of goods? YesNo
Opening Cost of Inventory on First Day of Year
Cost of Purchase for Inventory Products
Cost of Labor for Inventory Products
Cost of Materials and Supplies
Other Costs
Closing Cost of Inventory on Last Day of Year
Advertising
Bank Fees
Cell Phone
Charitable Contributions
Commissions and Fees
Contract Labor
Dues and Subscriptions
Employee Benefit Programs
Employee Health Insurance
Shareholder Health Insurance
Other Insurance
Internet Service
Mortgage Interest
Credit Card Interest
Loan Interest
Janitorial and Cleaning
Legal and Professional Services
Local Meals
Entertainment
Credit Card Processing Fees
Office Expense
Parking and Tolls
Postage and Shipping
Professional Education and Training
Rent
Equipment Rental or Lease
Repairs and Maintenance
Supplies and Small Tools
Local Taxes and Business Licenses
Payroll Taxes
State Taxes
Annual Corporation Fees
Telephone Expense
Utilities
Wages
Please upload a list of all assets that were purchased or disposed of during the year. Include a decription of the asset, the date purchased or disposed of, as well as the purchase or sales price.
Assets Purchased or Disposed
Please upload a list of all business travel destinations, including the city visited and the number of days in the city, so that per diem rates can be calculated.
List of Travel Destinations
Airfare
Local Transit (Bus, Train, Taxi)
Meals (Actual Receipts)
Lodging
Did the corporation purchase a plug-in electric vehicle during the year? YesNo
Did the corporation pay wages to any employee who were members of a targeted group? YesNo
Did the corporation start a new 401(k) plan during the year? YesNo
Did the corporation pay for disabled access equipment during the year? YesNo
Did the corporation reimburse employees for childcare expenses during the year? YesNo
Did the corporation make energy-efficiency improvements during the year? YesNo
Did the corporation manufacture or build a product inside the United States during the year? YesNo
If the corporation manufactured a product in the U.S., please upload details including gross receipts from the product, cost of domestically produced goods, direct and indirect expenses/deductions/losses attibutable to the product, and wages paid for the year.
U.S. Manufacturing Details
Does the corporation maintain a written policy prohibiting all personal use of company vehicles? YesNo
Does the corporation maintain a written policy prohibiting all personal use of company vehicles except commuting? YesNo
Does the corporation treat all use of vehicles as personal use? YesNo
Does the corporation provide more than five vehicles to employees and keep records? YesNo
Please upload a document containing the following information for each vehicle used by a 5% or more owner of the business:
Automobile Use by Major Shareholders
Mileage Reimbursement Paid to Employees and Shareholders
Garage Rent
Gas
Insurance
Licenses
Oil
Parking Fees
Lease Payments
Repairs
Tires
Tolls
Registration Fees
Please attach copies of all interest and dividend statments below, under “Other Tax Document Uploads”.
Do you have money in or ownership of a bank account in a foreign country? YesNo
Does the corporation have ownership or control over a foreign financial account or trust? YesNo
If yes, provde the name(s) of the country and maximum account values for the year:
Description of Property Sold
Date Purchased
Purchase Price
Date Sold
Sales Price
Please attach additional documents below. If you received an electronic document from the issuer, please upload it. If you received a paper document, please scan the document or take a photograph of the document with your smartphone. Make sure the entire page can be read. If the document has multiple pages, please upload it as a pdf.
Tax Document 1
Tax Document 2
Tax Document 3
Tax Document 4
Tax Document 5
Tax Document 6
Tax Document 7
Tax Document 8
Tax Document 9
Tax Document 10
Tax Document 11
Tax Document 12
Tax Document 13
Tax Document 14
Tax Document 15
Tax Document 16
Tax Document 17
Tax Document 18
Tax Document 19
Tax Document 20
Is there anything you would like us to know when preparing your tax return?
I acknowledge that the above information provided is true and accurate to the best of my knowledge, and I hereby affirm that I have documentation to support this information. I relieve this tax preparer, its agents and affiliates, from any liability whatsoever, regarding the preparation of this/these tax returns, and agree to hold them harmless from any damages I or the corporation may suffer and understand that the sole relief is limited to the return of any fee paid for the preparation of these tax documents. I guarantee payment of the preparation fee and any related charges.
Sign this form by typing your name below.
