S Corporation-Short Form Tax Organizer
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S Corporation—Short Form Tax Organizer
Name:
Year:
Address:
Federal EIN:
Email Address:
Type of Entity:
Client Contact:
Phone Number:
NEW CLIENTS
Provide the following information:
Done
N/A
1)
Federal, state, and local tax returns for prior three years, including amended returns.
2)
Articles of incorporation, bylaws, partnership or operating agreement, certificate of
limited partnership, or articles of organization, including any amendments.
3)
Tax provision from prior year with supporting documentation.
4)
Schedules for carryovers of losses, deductions, or credits.
5)
For S corporations: Election (Form 2553), QSub election (Form 8869), built-in gains tax
information, and accumulated earnings and profits.
6)
For partnerships: Partners' inside and outside basis, details of any Section 754
election in effect, and book-tax differences for property contributed in prior years.
GENERAL INFORMATION
Former and current information if there has been a change to the entity's name, address, type of entity, or contact
information.
Explain any significant changes in the entity's business or operations.
Schedule of beginning of year (BOY) and end of year (EOY) ownership:
Foreign
Individual/Type
or
BOY
EOY
Name and Address
EIN/SSN
Entity
Domestic
Ownership %
Ownership %
For each change in ownership, provide date of transfer, parties involved, and interest acquired or sold (common
or preferred stock, voting or nonvoting stock, general or limited partnership interest, etc.).
Schedule of entities owned using the following format:
Type of
Foreign or
Name and Address
EIN
Entity
Domestic
Ownership %
Please provide the following information:
Done
N/A
1)
Amendments (written or describe if oral) to articles of incorporation, bylaws,
partnership or operating agreement, certificate of limited partnership, or articles of organization.
2)
Copy of notices from federal, state, or local taxing authorities with any changes noted.
3)
Copy of federal and state payroll tax reports.
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