Business Tax Organizer

Business Tax Organizer

2025
- Business Name:*
- Business Owner Name:*
- Business Owner Email:*
- Description of Business:
- Business Address (if different from owner's personal):
- Fed tax id (EIN):
- Officer/Shareholder names, Home addresses, Social security numbers + Percent ownership:
  Returning clients do not need to fill out unless anything has changed from prior year.
- Information Needed (if applicable):
  
  Articles of Incorporation/OrganizationF-2553 (S-Corporation election)Copy of prior year tax returnQuickbooks file or Quickbooks online accountant accessProfit + loss statement and year-end balance sheet (or list of income + expenses – see INCOME + EXPENSES schedule below)Business expenses paid out of pocket (not included in Quickbooks / not reimbursed)Copies of December bank and credit card statementsCopies of December statements/balances on notes payableCopies of federal + state payroll reports including Forms W-2/W-3, 940, 941 and RT-6Copies of December sales tax filingShareholder health insurance payment amountDepreciation schedulesPartnership or Operating agreementPurchase or sale of assets (see ASSETS schedule below)Home office (see HOME OFFICE schedule below)Vehicle expenses or mileage (see AUTO schedule below)
- Gross revenue:
- Less returns:
- Other:
- Cost of Goods Sold:
  (Cost of Good Sold = Beginning inventory + Purchases during year - Ending inventory)
- Expenses:
- AUTO
- (Omit if using mileage)
- Home office details:
- Home office expenses to be prorated:
- Home Office expenses directly related:
- Assets purchased (> $2,500):
- Assets sold, retired or converted to personal use:
- Did your business make any payments during the year that would require you to file Form(s) 1099?*
  
  YesNoNot sure
- Note: In general, Form 1099 will be required to be issued to each person (not corporation) to whom was paid at least $600 for 2025 (increasing to $2,000 for 2026) throughout the ordinary course of business. There are other situations for which Form 1099 will be required.
- If yes, did you file Form(s) 1099?
  
  YesNo
- COMMENTS / EXPLANATIONS:
- THANK YOU!!
- Should be Empty: