2021 Business Income Tax Questionnaire

Business Income Tax Questionnaire
Legal Business Name *
New Business Tax Client (If yes, we require a copy of most recently filed tax return) *

Yes No
Primary Contact Name *

First Name Last Name
Phone Number *
Please enter a valid phone number.
Email *
example@example.com
Annual Business Income Tax Questions
NEW for S-Corporations and Partnerships:
Did you complete the Pass-Through Entity Tax for 2021? No Yes
For more information on PTET visit https://www.tax.ny.gov/bus/ptet/
Do any of these scenarios apply to the entity for the fiscal year:

Change of ownership or percentage First year in business Final year in business(closed) Change business address Change business name
Did any shareholders take any distributions during the fiscal year? *

Yes No
Did any shareholders lend to or invest money in the business during the fiscal year? *

Yes No
Did the company pay any life insurance premiums during the fiscal year? *

Yes No
Did the business inherit or purchase any real estate during the fiscal year? *

Yes (we will need the closing documents) No
Did the business pay for health insurance for any owners during the fiscal year? *

Yes (see next question) No
Dollar amount of health insurance paid during the fiscal year.
Did the company dispose of/sell any assets during the fiscal year? *

Yes (Wewill need a list of the assets and their estimate market share at disposal.) No
Did the company take out any new loans or other debt commitments during the fiscal year? *

Yes (we will need the loan closing documents) No
Did the company have any uncollectible invoices as of the end of the fiscal year? *

Yes No
Did the company pay off any loans, credit cards or other debts during the fiscalyear? *

Yes No
COVID-19 Questions

Did you receive any COVID assistance funds through this business entity in 2020:
PPP Loan Amount Received
EIDL Grant
EIDL Grant Amount Received
EIDL Loan
EIDL Loan Amount Received
SBA Loan Assistance
SBA Loan Assistance Amount Received
Any other COVID Assistance Funds
Other COVID Assistance Amount Received
Bank Account Information for NYS Corporate Tax Payment

(Only payable via bank account ACH)
Bank Account Information *

Use same bank account as last year Use the following bank account:
Bank account used last year ends in:
Name on Bank Account:
Account Type:

Checking Savings
Routing Number:
Account Number:
Questions/Comments/Notes:
Please verify that you are human *
Should be Empty:

Business Income Tax Questionnaire

Annual Business Income Tax Questions

COVID-19 Questions

Bank Account Information for NYS Corporate Tax Payment