Partnership and S-Corp Intake Form

Partnership and S-Corp Intake Form

Please use this form for Partnership or S-Corporation Tax Returns
IF WE DID NOT DO YOUR BOOKKEEPING, PROVIDE ALL THE BELOW ITEMS:

1) A two-year Income Statement comparison generated from your accounting software. 2) A two-year Balance Sheet comparison generated from your accounting software. 3) The IRS requires this information when business assets or income exceed $250,000. If you do not maintain a Balance Sheet, please report the total value of all company assets as of December 31. Important: Our firm does not review, audit, or verify the accuracy of your bookkeeping records.
BUSINESS INFORMATION
LEGAL BUSINESS NAME*
WHICH TYPE OF ENTITY IS THIS COMPANY?*

Partnership - Form 1065S-Corporation - Form 1120S
YOUR NAME*
EMAIL ADDRESS*
PRIMARY PHONE*
SECONDARY PHONE*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
HAS FEDYSHYN CPA GROUP PREVIOUSLY FILED A TAX RETURN FOR THIS ENTITY?*

YESNO

You selected that Fedyshyn CPA Group has not previously filed a tax return for this entity. If this is incorrect, please go back and adjust your response. If correct, please complete the following section to provide the necessary information. If previously filed, please provide a copy of your last year's tax return. Make sure the tax return is not data masked and show's the EIN and SSN's. Please also make sure it includes your depreciation scheduled.
Have your previously filed a return for this entity?*

YES - I have previously filed a return for this entity. If previously filed, please provide the following: A copy of last year’s tax return and ensure the return shows the EIN and all SSNs unmasked. Please also include the depreciation schedule.NO - I have NOT previously filed a return for this entity and this is my first year filing.
EIN*
Date of Incorporation*
MM/DD/YYYY
State of Incorporation *
State ID #

PLEASE PROVIDE ALL SHAREHOLDER(s) INFORMATION BELOW

	Legal Name	Social Security #	Mailing Address	% of Ownership
1.
2.
3.
4.
5.
6.

YOU SELECTED THAT THERE WERE CONTRIBUTIONS AND/OR DISTRIBUTIONS DURING THE YEAR. PLEASE SPECIFY BELOW.*This includes cash and property given to Shareholders/Partners OR personal expenses paid by company*

	PARTNERS NAME	CONTRIBUTION AMOUNT	DISTRIBUTION AMOUNT
1.
2.
3.
4.

DID THE BUSINESS MAKE ANY QUARTERLY ESTIMATED PAYMENT(S) TO NORTH CAROLINA OR OTHER STATE(S)? ***Some clients, may have opted for a one time payment instead of 4 quarterly payments, if so please say yes.*

YESNO
IF THE BUSINESS MADE ESTIMATED PAYMENTS, PLEASE SELECT THE STATE(S) BELOW AND PROVIDE THE AMOUNT(S) AND DATE(S) PAID BELOW.

DO NOT INCLUDE ESTIMATED PAYMENTS YOU MIGHT HAVE PAID FOR PERSONAL TAXES.

STATE ESTIMATED PAYMENT(S) MADE:
SELECT STATE

Est. Pymt. 1 $Amount Paid DATE   Date

Est. Pymt. 2 $Amount Paid DATE   Date

Est. Pymt. 3 $Amount Paid DATE   Date

Est. Pymt. 4 $Amount Paid DATE    Date

STATE ESTIMATED PAYMENT(S) MADE:
SELECT STATE

Est. Pymt. 1 $Amount Paid DATE Date

Est. Pymt. 2 $Amount Paid DATE   Date

Est. Pymt. 3 $Amount Paid DATE   Date

Est. Pymt. 4 $Amount Paid DATE   Date

STATE ESTIMATED PAYMENT(S) MADE:
SELECT STATE

Est. Pymt. 1 $Amount Paid   DATE   Date

Est. Pymt. 2 $Amount Paid   DATE   Date

Est. Pymt. 3 $Amount Paid   DATE   Date

Est. Pymt. 4 $Amount Paid   DATE    Date

PARTNER'S/SHAREHOLDER'S INFORMATION
WERE THERE ANY CHANGES TO OWNERSHIP? ***If yes, please provide detailed explanation of ownership changes including date(s) of change and percentages below.*

YESNO
DID ANY OF THE PARTNER’S/SHAREHOLDER’S INFORMATION CHANGE, SUCH AS ADDRESS ***If yes, please provide partners name(s) and updated information below.*

YESNO

PROVIDE CHANGES OF SHAREHOLDER INFORMATION BELOW

	Legal Name	Social Security #	Mailing Address	% of Ownership	Date of Change
1.
2.
3.
4.
5.
6.

PARTNERSHIP RETURNS ONLY

The next two questions are for Partnership Returns only.
WHO IS THE DESIGNATED PARTNERSHIP REPRESENTATIVE FOR TAX MATTERS?*
IS THE PARTNERSHIP ELECTING OUT OF THE CENTRALIZED PARTNERSHIP AUDIT REGIME? ***EVERY PARTNER MUST AGREE.*

YESNO

ADDITIONAL INFORMATION YOUR PREPARER SHOULD KNOW
BY SIGNING YOU ARE ACKNOWLEDGING THAT YOU COMPLETED THIS FORM TO IT'S ENTIRETY AND PROVIDED US WITH COMPLETE DOCUMENTS TO FULLY PREPARE YOUR RETURN.*

Clear
Should be Empty:

Partnership and S-Corp Intake Form

IF WE DID NOT DO YOUR BOOKKEEPING, PROVIDE ALL THE BELOW ITEMS:

BUSINESS INFORMATION

PARTNER'S/SHAREHOLDER'S INFORMATION

PARTNERSHIP RETURNS ONLY