Partnership Tax Organizer Template Page 2

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Partnership Income
(include all Forms 1099-K received)
Gross receipts or sales
$
Dividends 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)
$
Partnership 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
$
Partnership Expenses
Advertising
$
Management fees
$
Bad debts
$
Office supplies
$
Bank charges
$
Organization costs
$
Business licenses
$
Pension and profit sharing plans
$
Commissions and fees
$
Rent or lease – car, machinery, equipment
$
Contract labor
$
Rent or lease – other business property
$
Employee benefit programs
$
Repairs and maintenance
$
Employee health care plans
$
Taxes – payroll
$
Entertainment and business meals
$
Taxes – property
$
Gifts
$
Taxes – sales
$
Guaranteed payments to partners
$
Taxes – state
$
Insurance (other than health insurance)
$
Telephone
$
Interest – mortgage
$
Utilities
$
Interest – other
$
Wages
$
Internet service
$
Other expense
$
Legal and professional services
$
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?
$
$
Partnership Business Credits
(if answered Yes for any of the below, please provide a statement with details)
❑ Yes ❑ No Did the business pay expenses to make it accessible by individuals with disabilities?
❑ Yes ❑ No Did the business pay any FICA on employee wages for tips above minimum wage?
❑ Yes ❑ No Did the business own any residential rental buildings providing qualified low-income housing?
❑ Yes ❑ No Did the business incur any research and experimental expenditures during the tax year?
❑ Yes ❑ No Did the business have employer pension plan start-up costs?
Total number of employees
❑ Yes ❑ No Did the business pay health insurance premiums for employees?
Total number of employees

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