Partnership Tax Organizer Template

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Partnership Tax Organizer
Use a separate organizer for each partnership
Partnership General Information
Legal name of partnership
Partnership address
Tax Matters Individual
Phone (
Check one: ❑ General Partnership ❑ Limited Partnership ❑ Limited Liability Partnership (LLP)
Principal business activity
Date business started
Principal product or service
❑ Yes ❑ No Was the primary purpose of the partnership activity to realize a profit?
❑ Yes ❑ No Has the partnership reported any losses in prior years?
Accounting method: ❑ Cash ❑ Accrual ❑ Other (specify)
❑ Yes ❑ No Does the partnership file under a calendar year? (If no, what is the fiscal year?)
Partnership Specific Questions
❑ Yes ❑ No Is there a written partnership agreement? (If this is the first year of the partnership’s existence, please provide a copy of the written
partnership agreement.)
❑ Yes ❑ No Are all partners actively participating in the business?
❑ Yes ❑ No Is any partner in the partnership a disregarded entity, a partnership, a trust, an S corporation, or an estate?
❑ Yes ❑ No Is the partnership a partner in another partnership?
❑ Yes ❑ No Did any foreign or domestic corporation, partnership, trust, tax-exempt organization, individual, or estate own directly or
indirectly 50% or more of the profit, loss, or capital of the partnership?
❑ Yes ❑ No Did the partnership own directly 20% or more, or own directly or indirectly, 50% or more of the total voting power of all classes
of stock entitled to vote of any foreign or domestic corporation?
❑ Yes ❑ No Did the partnership have any debt that was cancelled, was forgiven, or had the terms modified so as to reduce principal amount
of debt?
❑ Yes ❑ No At any time during the year, did the partnership have an interest in, or signature authority over a financial account in a foreign
❑ Yes ❑ No Was there a distribution of property or a transfer (by sale or death) of a partnership interest during the tax year?
❑ Yes ❑ No Does the partnership satisfy the following conditions?
• The partnership’s total receipts for the tax year were less than $250,000.
• The partnership’s total assets at the end of the tax year were less than $1 million.
❑ Yes ❑ No Did the partnership pay $600 or more to any individual? If yes, include a copy of Form 1099-MISC for each.
Principal Partners Ownership Information
Tax ID number
General or
(SSN or EIN)
limited partner*
* General partner. A general partner is a partner who is personally liable for partnership debts.
Limited partner. A limited partner’s personal liability for partnership debts is limited to the amount of money or other property contributed
or required to contribute to the partnership.
Partners Other Transactions
Health insurance
Capital contributions
Partner loans to
Loans repaid by
Partner name
premiums paid
from partner
to partner
the partnership
partnership to partner
All Clients –
New Clients –
Additional information and documents required
Additional information and documents required
• Provide the income/financial statements for the year (per books),
Date partnership formed
balance sheet, depreciation schedule per books, and cash reconciliation
State partnership formed in
of business bank accounts with ending cash balance.
• Provide copies of the partnership agreement and any other
• If the partnership has employees or paid independent contractors,
supporting organizational documents.
provide a copy of all Forms W-2, W-3, 940, 941, 1096, 1099-MISC, and
• Provide copies of depreciation schedules for book, tax, and AMT.
any other forms issued to workers.
• Provide copies of tax returns for last two years, including state
• If any partners live in a different state or outside the U.S., provide
returns (if applicable).
details. The business may be subject to withholding requirements.


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