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.
What tax year is this submission for? (Please do not attach documents that are not for the tax year you selected. If you need to file returns for more than one year, please submit each year separately through this form.)
Is this an amendment?
Date of S-Election
Address Line 1
Address Line 2
State of Incorporation
Coporation’s State of Residence
Coporation’s Principal Business Activity
Date First Authorized to Do Business in State of Residence
Is this the corporation’s first year as an S corporation?
Did the corporation have a change of business name during the year?
Was the corporation’s S-election terminated or revoked during the year?
Is there a change of adresss for this year?
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?
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
Social Security Number
Percent of Shares Owned at Start of Year
Percent of Shares Owned at End of Year
Dates of Share Ownership Change (if any)
Provide the following information for any shareholder who was an officer or owned 2% or more of the corporation during the year.
Wages Paid to Shareholder
Health Insurance Premiums Paid for Shareholder
Capital Contributions Made by Shareholder During Year
Distributions to Shareholder Made During Year
Loans to the Corporation Made by Shareholder During Year
Loans Repaid by the Corporation to the Shareholder During Year
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?
Please describe any other corporation income not included elsewhere on this form.
Did the corporation conduct business in more than one state?
If the corporation conducted business in more than one state, please apportion income by state.
Do you manufacture or produce a product for sale to customers?
Do you operate a wholesale or retail business where you maintain an inventory of goods?
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
Closing Cost of Inventory on Last Day of Year
Commissions and Fees
Dues and Subscriptions
Employee Benefit Programs
Employee Health Insurance
Shareholder Health Insurance
Credit Card Interest
Janitorial and Cleaning
Legal and Professional Services
Credit Card Processing Fees
Parking and Tolls
Postage and Shipping
Professional Education and Training
Equipment Rental or Lease
Repairs and Maintenance
Supplies and Small Tools
Local Taxes and Business Licenses
Annual Corporation Fees
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
Local Transit (Bus, Train, Taxi)
Meals (Actual Receipts)
Parking and Tolls
Did the corporation purchase a plug-in electric vehicle during the year?
Did the corporation pay wages to any employee who were members of a targeted group?
Did the corporation start a new 401(k) plan during the year?
Did the corporation pay for disabled access equipment during the year?
Did the corporation reimburse employees for childcare expenses during the year?
Did the corporation make energy-efficiency improvements during the year?
Did the corporation manufacture or build a product inside the United States during the year?
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?
Does the corporation maintain a written policy prohibiting all personal use of company vehicles except commuting?
Does the corporation treat all use of vehicles as personal use?
Does the corporation provide more than five vehicles to employees and keep records?
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
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?
Does the corporation have ownership or control over a foreign financial account or trust?
If yes, provde the name(s) of the country and maximum account values for the year:
Description of Property Sold
Bank Account Balance
Loans to Shareholders
Mortgages and Loans Held by Corporation
Stocks, Bonds, and Securities
Payables Less Than One Year
Payables More Than One Year
Loans from Shareholders
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.
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