Corporation Tax Return Organizer Template - Form 1120 (Short) Page 2
Download a blank fillable Corporation Tax Return Organizer Template - Form 1120 (Short) in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Corporation Tax Return Organizer Template - Form 1120 (Short) with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3CORPORATION TAX ORGANIZER
FORM 1120 (SHORT)
Corporation
Tax Period
Name
Address
Federal ID#
State ID#
Telephone:_____________ Fax#:__________________ Email:_______________________________
Provide a general ledger, trial balance, depreciation schedules, balance sheet and profit and loss
statement, by activity. In addition, provide the following information:
DONE
N/A
1. Copies of correspondence with tax authorities regarding changes to prior year(s)
_____ ____
returns.
2. Details of changes in stock ownership.
_____ ____
3. For each corporate officer: SSN, compensation, percentage of ownership, and time
_____ ____
devoted to business.
For each shareholder: their percentage of ownership and relationship, if any, to
other shareholders.
4. Schedule of loans to/from shareholders, officers and related parties including
interest rates and payment schedules.
_____ ____
5. Copies of all deferred compensation plans and agreements.
_____ ____
6. Copies of all federal and state payroll reports filed including Forms W-2 or W-3,
_____ _____
940, 941, if not prepared by us.
7. Did the corporation make any payments that would require it to file 1099s?
_____ _____
If yes, did the corporation issue 1099s?
8. Copies of Forms 1096 or 1099, 5500, 1042, 5471, 5472, 8865, 8858, and 8886
filed by the corporation, if not prepared by us.
_____ ____
9. Copies of Forms 1099, 1099B, 5471, 5472, 8865, 8858, 8886, and Schedules K-1
received by the corporation, if not prepared by us.
_____ ____
10. List of all entries in prepaid, accrued, and income tax expense accounts, including
dates and amounts of all federal, state and local income tax payments and
_____ ____
refunds.
11. Schedule of all interest and dividend income not included on Forms 1099.
_____ ____
12. Schedule of assets acquired or sold during the year, including: date acquired, date
sold, sales or purchase price, including any trade-in allowance. Include Form HUD-
Page 2 of 3
Page Completed
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial