S Corporation-Short Form Tax Organizer Page 3

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3
Done
N/A
11)
Vehicles using the following format:
Other
Individual
Date Placed
Business
Commuting
Personal Miles
Vehicle
Using Vehicle
in Service
Miles
Miles
ASSETS, LIABILITIES, AND CAPITAL
Was there a change in the method of determining quantities, cost, or valuations between opening and closing
inventory? If so, provide details.
Was there a write-down of "subnormal" goods? If so, provide details.
Were there any changes to debt in the current year? If so, indicate the amount of new debt acquired, amount of
debt paid off, or changes in debt terms.
Please provide the following information:
Done
N/A
1)
Detail of prepaid expenses and accrued expenses, include date of payment for
accrued expenses paid after year-end.
2)
Detail of loans to/from owners and/or related parties.
3)
Details of cash/property distributions to shareholders.
4)
Detail of any other related-party transactions.
5)
Detail of any large or unusual transactions.
6)
Detail of foreign bank accounts, trusts, and transactions.

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