Partnership Ownership 2021

1

Please provide the details of your non-US based partnership in this questionnaire.

Note:

Complete a separate questionnaire for each non-US based partnership where you have an ownership interest.
If only your spouse has an ownership interest in this partnership and you have none, please complete this questionnaire from your spouse's point of view (i.e. you should put your spouse's name here instead of yours).

2

Name* This field is required.Please enter your name.

First Name

Last Name

3

Email Address* This field is required.Please enter your active email address.

example@example.com

4

Partnership Information 1Please enter your partnership details here.

Who are the partners?

What is the registered name of the partnership?

What is the principal address of the partnership, such as the head office or registered address?

What is the partnership's Employer Identification Number? Leave blank if not applicable.

5

Partnership Information 2* This field is required.Please enter your partnership details here.

What is the principal activity of the partnership?

What is the partnership's accounting period? (provide a period, e.g. Jan-Dec)

What is the main trading currency of the partnership? (e.g. USD, GBP, EUR, AED, AUD etc.)

6

Partnership Regular Payroll* This field is required.Excluding partners and family members, does the partnership run a regular payroll for other employees?

Yes

No

We pay employees but it's irregular, and sometimes contractors/freelancers

Other

7

Partnership Ownership Details 1* This field is required.When did you originally become a partner?

I became a partner during 2021

I became a partner before 2021

8

Partnership Ownership Details 2* This field is required.Please enter the date you became a partner:

Month

Day

Year

9

Partnership Ownership Details 3Method of acquisition (choose all that applies)

I contributed cash to an existing partnership

I contributed property to an existing partnership

Neither

Other

10

Partnership Ownership - Ownership Details 3 - Cash ValueTell us the total cash value contributed to the partnership during 2021

Please choose

Amount

11

Partnership Ownership - Ownership Details 3 - Fair Market ValueProvide the fair market value of any property you contributed to the partnership during 2021

Please choose

Amount

12

Partnership Ownership - Ownership Details 3 - Documents upload now* This field is required.Please upload your partnership documents.

Drag and drop files here

Select files to upload

Max. file size: 48.8MB

13

Partnership Ownership - Ownership Details 3 - Documents - upload later* This field is required.Please check the box so we know you'll upload your partnership documents later on.

Partnership documents.

14

Partnership Ownership Details - Interest Percentage* This field is required.What percentage of the partnership belonged to you on December 31, 2021? (eg. 50 = 50%) If your spouse is also a partner, we'll ask you about that later.

15

Partnership Ownership Details - Interest Percentage* This field is required.Did the partnership's total income for the tax year exceed US$250,000 or the equivalent in another currency?

Yes

No

Not sure, I will upload financial statements

16

Partnership Ownership Details - Interest Percentage* This field is required.Did the partnership's total assets at the end of the tax year exceed US$1,000,000 or the equivalent in another currency?

Yes

No

Not sure, I will upload financial statements

17

Partnership Ownership Details - Interest Percentage - upload confirmation* This field is required.We'll need your partnership balance sheet as of December 31, 2021. If you have an accountant that prepares your partnership accounts, they will be able to provide you with copies that you can upload.

I'll upload it now.

I'll upload it later.

18

Partnership Ownership Details - Interest Percentage - upload now* This field is required.Please upload your partnership balance sheet as of December 31, 2021.

Drag and drop files here

Select files to upload

Max. file size: 48.8MB

19

Partnership Ownership Details - Interest Percentage - upload later* This field is required.Please check the box so we know you'll upload your partnership balance sheet later on.

2021 partnership balance sheet

20

Partnership Ownership Details - Interest Percentage - upload confirmation* This field is required.We'll need your partnership profit and loss statement as of December 31, 2021. If you have an accountant that prepares your partnership accounts, they will be able to provide you with copies that you can upload.

I'll upload it now.

I'll upload it later.

21

Partnership Profit and Loss Statement - Interest Percentage - Upload Now* This field is required.Please upload your partnership profit and loss statement.

Drag and drop files here

Select files to upload

Max. file size: 24.4MB

22

Partnership Profit and Loss Statement - Interest Percentage - Upload Later* This field is required.Please check the box so we know you'll upload your profit and loss statements later on.

Partnership profit and loss statement

23

Partnership Ownership - Percentage Change* This field is required.Did your ownership percentage change during the year?

YESNO

24

Partnership Ownership - Percentage Change* This field is required.Details of change (choose all that applies)

I contributed cash

I contributed property

Other

25

Partnership Ownership - Percentage Change - Cash ValueProvide the total cash value contributed to the partnership during 2021

Please choose

Amount

26

Partnership Ownership - Percentage Change - Fair Market ValueProvide the fair market value of the property at the date of contribution to the partnership during 2021

Please choose

Amount

27

Partnership Ownership - Percentage Change - Documents upload now* This field is required.Please upload your partnership documents.

Drag and drop files here

Select files to upload

Max. file size: 48.8MB

28

Partnership Ownership - Percentage Change - Documents - upload later* This field is required.Please check the box so we know you'll upload your partnership documents later on.

Partnership documents.

29

Partnership Ownership - Exceeded US$100,000* This field is required.Did the total value of your share in the partnership property after the contribution was made exceed US$100,000 as of the end of the partnership tax year in 2021?

Yes

No

I am not sure, I will provide documents now.

I am not sure, I will provide documents later.

30

Partnership Ownership - Percentage Change - upload now* This field is required.Please upload your partnership documents.

Drag and drop files here

Select files to upload

Max. file size: 48.8MB

31

Partnership Ownership - Percentage Change - upload later* This field is required.Please check the box so we know you'll upload your partnership documents later on...

Partnership documents.

32

Other PartnersWhat are the names of the other partners, their nationalities and their relationship to you? The relationship could be your spouse, family member, employer or another. Subject to constructive ownership rules between you and the other partners, we may need to request additional information. Note: If the partner is a US person/entity, provide the SSN/ITIN/EIN; otherwise, put N/A Depending on your filing category, the names of the other partners may need to be provided to the IRS. You should make them aware.

Name

Ownership %

Nationality

Relationship

SSN/ITIN/EIN

Partner 2

Partner 3

Partner 4

Partner 5

Partner 6

Partner 2

Partner 3

Partner 4

Partner 5

Partner 6

Name

Ownership %

Nationality

Relationship

SSN/ITIN/EIN

Name

Ownership %

Nationality

Relationship

SSN/ITIN/EIN

Name

Ownership %

Nationality

Relationship

SSN/ITIN/EIN

Name

Ownership %

Nationality

Relationship

SSN/ITIN/EIN

Name

Ownership %

Nationality

Relationship

SSN/ITIN/EIN

33

Partnership AffiliationDoes this partnership own, or partly own, another commercial entity (could be a company or another partnership) anywhere else in the world?

YesNo

34

Partnership Affiliation DetailsPlease tell us about the other business entities that this partnership owns. i.e. Name, address, EIN (employer identification if US entity, indicate if foreign partnership), income/loss in 2021.