S Corporation Tax Organizer Template - Fillable Page 2
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1
2S Corporation Income
(include all Forms 1099-K received)
Gross receipts or sales
$
Dividend income (include all 1099-DIV Forms)
$
Returns and allowances
$ (
) Capital gain/loss (include all 1099-B Forms)
$
Interest income (include all 1099-INT Forms)
$
Other income (loss) (include a statement)
$
S Corporation Cost of Goods Sold
(for manufacturers, wholesalers, and businesses that make, buy, or sell goods)
Inventory at beginning of the year
$
Materials and supplies
$
Purchases
$
Inventory at the end of the year
$
Cost of labor
$
S Corporation Expenses
Advertising
$
Legal and professional services
$
Annual corporation fees
$
Management fees
$
Bad debts
$
Office supplies
$
Bank charges
$
Organization costs
$
Business (in town) meals
$
Pension and profit sharing plans – employee
$
Business licenses
$
Pension and profit sharing plans – shareholder
$
Cleaning/janitorial
$
Professional education and training
$
Commissions and fees
$
Rent or lease – car, machinery, equipment
$
Compensation of officers
$
Rent or lease – other business property
$
Contract labor (include Forms 1099-MISC)
$
Rent paid
$
Employee benefit programs
$
Repairs and maintenance
$
Entertainment
$
Salaries and wages (include Forms W-2)
$
Health care plans – employee
$
Taxes – payroll
$
Health care plans – shareholder
$
Taxes – property
$
Insurance (other than health insurance)
$
Taxes – sales
$
Interest – business credit cards
$
Telephone
$
Interest – business loans/credit lines
$
Utilities
$
Interest – mortgage
$
Other expense
$
Internet service
$
Other expense
$
Car Expenses
(use a separate form for each vehicle)
Make/Model
Date car placed in service
/
/
❑ Yes ❑ No Car available for personal use during off-duty hours?
❑ Yes ❑ No Do you (or your spouse) have any other cars for personal use?
Did you trade in your car this year? ❑ Yes ❑ No
❑ Yes ❑ No Do you have evidence?
Cost of trade-in
Trade-in value
❑ Yes ❑ No Is your evidence written?
$
$
Mileage
Actual Expenses
Beginning of year odometer
Gas/oil
$
End of year odometer
Insurance
$
Business mileage
Parking fees/tolls
$
Commuting mileage
Registration/fees
$
Other mileage
Repairs
$
Generally, you can use either the standard mileage rate or actual expenses to figure the deductible costs of operating your car for business pur-
poses. However, to use the standard mileage rate, it must be used in the first year the car is available for business. In later years, you can then
choose between either the standard mileage rate method or actual expenses.
Equipment Purchases –
Enter the following information for depreciable assets purchased that have a useful life greater than one year
Asset
Date purchased
Cost
Date placed in service New or used?
$
$
Equipment Sold or Disposed of During Year
Asset
Date out of service
Date sold
Selling price/FMV Trade-in?
$
$
S Corporation Business Credits
(if answered Yes for any of the below, please provide a statement with details)
❑ Yes ❑ No Did the corporation pay expenses to make it accessible by individuals with disabilities?
❑ Yes ❑ No Did the corporation pay any FICA on employee wages for tips above minimum wage?
❑ Yes ❑ No Did the corporation own any residential rental buildings providing qualified low-income housing?
❑ Yes ❑ No Did the corporation incur any research and experimental expenditures during the tax year?
❑ Yes ❑ No Did the corporation have employer pension plan start-up costs?
Total number of employees
❑ Yes ❑ No Did the corporation pay health insurance premiums for employees?
Total number of employees
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