S Corporation Tax Organizer
S Corporation General Information
Legal Name of S corporation
EIN
S Corporation Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is this a new address?
Yes
No
Title
Email
Phone
Did the corporation have a change of business name or address during the year?
Yes
No
Principal Business Activity
Date business started
-
Month
-
Day
Year
Date
Principal product or service
Date business closed
-
Month
-
Day
Year
Date
Was the primary purpose of the S corporation's activity to realize a profit?
Yes
No
Accounting method:
Cash
Accrual
Does the corporation file under a calendar year?
Yes
No
S Corporation Specific Questions
Did the corporation hold an annual meeting with shareholders with a record of minutes maintained?
Yes
No
Was the corporation a C corporation before it elected to be an S corporation?
Yes
No
Is any shareholder in the corporation a disregarded entity, a partnership, a trust, an S corporation, or an estate?
Yes
No
Did the corporation own directly 20% or more, or own, directly or indirectly, 50% or more of the total stock issued and outstanding of any foreign or domestic corporation?
Yes
No
Did the corporation own directly an interest of 20% or more, or own, directly or indirectly, an interest of 50% or more in theprofit, loss, or capital in any foreign or domestic partnership or in the beneficial interest of a trust?
Yes
No
Did the corporation have any outstanding stock options, warrants, or similar instruments at the end of the tax year?
Yes
No
Did the corporation have any non-shareholder debt that was cancelled, forgiven, or had terms modified to reduce amount ofprincipal?
Yes
No
Did the corporation have any outstanding shares of restricted stock at the end of the tax year?
Yes
No
Was the corporation’s S election terminated or revoked during the year?
Yes
No
Was the corporation’s S election terminated or revoked during the year?
Yes
No
At any time during the year, did the corporation have an interest in, or signature authority over a financial account in a foreign country?
Yes
No
Was there a distribution of property or a transfer (by sale or death) of a shareholder interest during the tax year?
Yes
No
Does the corporation satisfy the following conditions? •The corporation’s total receipts for the tax year were less than $250,000, and •The corporation’s total assets at the end of the tax year were less than $250,000.
Yes
No
Did the corporation pay $600 or more of nonemployee compensation to any individual? If yes, include (portal) a copy of Form 1099-NEC for each.
Yes
No
How many shareholders were there on the last day of the year?
All Clients
Additional information and documents required during upload.
Provide the business income/financial statements for the year (per
books), balance sheet, depreciation schedule per books, and cash
reconciliation of all business bank accounts with ending cash balances.
If the S corporation has employees, provide a copy of Form W-3,
Form 940, Form 941, and any state quarterly tax filing reports.
If the S corporation made payments of $600 or more to independent
contractors, provide copies of Form 1099-NEC issued.
If any shareholders live in a different state or outside the United
States, provide details. The corporation may be subject to withholding
requirements.
Signature
Date
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Month
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Day
Year
Date
Date
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Month
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Day
Year
Date
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