2021 Tax Return Organizer
Corporation and S Corporation
Entity
*
Entity Name
Responsible Party Name
*
First Name
Last Name
Preferred Mailing Address
*
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Preferred method of delivery of action items (if necessary)
*
Please Select
Email
Mail/UPS
Pickup @ ARGI
Phone Number
*
-
Area Code
Phone Number
E-mail
*
The email you received included the 2021 engagement letter. Please upload the signed engagement letter here:
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FINANCIAL DATA
Do you maintain a quickbooks file for this entity?
*
Yes
No
Quickbooks Desktop or Quickbooks online?
Please Select
Desktop
Online
If you use QuickBooks online, is it reconciled and ready for ARGI to access the financials?
*
Please Select
Yes
No
Please upload quickbooks backup file to:
https://spaces.hightail.com/uplink/scataxteam
(Note: Please uplaod the "backup" copy of the file and not the portable or accountants copy)
If you maintain quickbooks online, please ensure that ARGI has access to your file. If not, please send an invite to
scacpas@argi.net
through quickbooks online.
If you send a QB Desktop backup file, please include the username and password here:
*
Do you maintain your financials in another format? (Click No if ARGI maintains your financials for you)
*
Yes
No
Please upload the Profit and Loss Statement, Comparative Balance Sheet, General Ledger, and Trial Balance (Excel Format Preferred). Bank Statements can also be uploaded here.
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Does this entity have Payroll?
*
Yes
No
Please indicate the number of total W-2's the entity filed (the total number will be listed on the Form W-3). If ARGI prepares payroll for you, leave this field blank.
Please provide W-3, all W-2's, form 940, and state unemployment return (if not currently available please send once complete). If ARGI prepares payroll for you, skip this step.
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Does this entity have any outstanding loans or credit card balances?
*
Yes
No
Please provide 12/31 balances or copies of year end statements
Please upload copies of year end statements
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Does this entity have any payroll or sales outside your home state?
*
Yes
No
Please provide detail of sales and payroll apportionment based on location
Please upload Sales and Payroll apportionment detail by state
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Did you make any State or Local Estimated payments for the business?
*
Yes
No
If you made estimated payments, please indicate the state or locality paid, amount and date paid:
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GENERAL ENTITY QUESTIONS
Did you obtain any Covid-19 relief during 2021? (PPP Loan, EIDL Loan, etc.)
*
Yes
No
Which programs did you utilize? (Check all that apply)
Payroll Protection Program (PPP)
Economic Injury Disaster Loan (EIDL)
Main Street Lending Facility
Employee Retention Payroll Credit
Please provide detail of which relief programs you utilized and amounts received:
Please also provide amounts received.
If you received the PPP, have you received confirmation from the bank that your loan was forgiven?
Yes
No
Please upload any documentation regarding loan forgiveness:
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Please upload any documentation regarding your EIDL Loan:
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Did any of the shareholder's information change, ie address?
*
Yes
No
If yes please provide shareholder name and updated address
Were there any changes in ownership during the year?
*
Yes
No
If yes please provide detailed explanation of ownership changes including dates and percentages
Did the corporation make any payments of rents, commissions, or other fixed or determinable income totaling $600 or more to any one person during the year?
*
Yes
No
Did the corporation file, or will it file, all required Forms 1099?
*
Yes
No
If the corporation maintains inventory, was there a change in the method of determining quantities, cost, or valuations between opening and closing inventory during the year?
*
Yes
No
If yes please explain
Did any shareholder contribute cash or property to the corporation or take a cash distribution during the year?
*
Yes
No
If yes please explain
Did the corporation sell an existing business, rental, or any other property during the year?
*
Yes
No
If yes please explain
Did the corporation acquire new or additional interest in another entity or other property?
*
Yes
No
If yes please explain
Did the corporation receive interest or dividend income during the year?
*
Yes
No
Please provide copies of forms 1099 and any brokerage statements received
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Did the corporation have any debts canceled or forgiven during the year?
*
Yes
No
If yes please explain
Please upload the 1099-C
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Did the corporation receive any income from property sold prior to this year?
*
Yes
No
If yes please explain
Please upload any closing statements related to the property transaction:
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Did the corporation make any cash or noncash charitable contributions?
*
Yes
No
Please provide evidence such as a receipt from the donee organization, a canceled check, or record of payment to substantiate all contributions made
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Did the corporation pay any health insurance premiums for shareholders?
*
Yes
No
If yes please explain
Did the corporation make any contributions to a pension or IRA for shareholders?
*
Yes
No
If yes please explain
Did the corporation engage in any transaction related to crypto currency?
*
Yes
No
If yes please explain
Please upload details regarding your crypto transactions:
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Please add any additional comments or questions that may be relevant for your 2021 tax filing:
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