C-Corp Intake Form
Please use this form for C-Corporation Tax Returns
IF WE DID NOT DO YOUR BOOKKEEPING, PROVIDE ALL THE BELOW ITEMS IF POSSIBLE:
1) A 2 YEAR INCOME STATEMENT COMPARISION FROM YOUR ACCOUNTING SOFTWARE 2) A 2 YEAR BALANCE SHEET COMPARISON FROM YOUR ACCOUNTING SOFTWARE (THE IRS REQUIRES THIS IF ASSETS OR INCOME ARE OVER $250,000) 3) IF NO BALANCE SHEET, WHAT IS THE TOTAL VALUE OF ALL COMPANY ASSETS
BUSINESS INFORMATION
LEGAL BUSINESS NAME
*
DBA
YOUR NAME
*
EMAIL ADDRESS
*
PRIMARY PHONE
*
SECONDARY PHONE
*
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
NEW CLIENTS ONLY
This section is for new clients only.
Have your previously filed a return for this entity?
Yes, I have previously filed a return for this entity and will provide Fedyshyn CPA Group with a copy.
No, I have NOT previously filed a return for this entity and this is my first year filing.
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.
If you have not previously filed, please provide the following information.
EIN
Date of Incorporation
MM/DD/YYYY
State ID #
State of Incorporation
GENERAL QUESTIONS
HOW MANY W-2s DID YOU FILE?
*
DID YOU PAY INDEPENDENT CONTRACTORS MORE THAN $600 DURING THE YEAR?
*
YES
NO
IF YOU PAID INDEPENDENT CONTRACTORS MORE THAN $600 DURING THE YEAR, DID YOU ISSUE THEM A 1099NEC? (required by IRS)
YES
NO
DID THE COMPANY PAY ANY DIVIDENDS (CASH OR PROPERTY) TO SHAREHOLDERS? ***If you, please provide amounts with your tax documents.
*
YES
NO
IF YOU DID PAY ANY DIVIDENDS, DID THE COMPANY ISSUE A FORM 1099-DIV TO REPORT THE TAXABLE DIVIDENDS? (required by IRS)
YES
NO
ANY FOREIGN SHAREHOLDER'S OR DOES THE CORPORATION HAVE OWNERSHIP OR CONTROL OF ANY FOREIGN ASSETS? ***If yes, please provide details with your tax documents.
*
YES
NO
DID THE BUSINESS MAKE ANY QUARTERLY ESTIMATED PAYMENTS TO FEDERAL, NORTH CAROLINA OR OTHER STATE(S)? ***If yes, please provide amount(s), date(s) paid, confirmation number and last 4 digits of the bank account
*
YES
NO
BANK ACCOUNT INFORMATION
C-CORPORATIONS MUST PAY ELECTRONICALLY IF THERE IS AN AMOUNT DUE. PLEASE PROVIDE YOUR PAYMENT INFORMATION BELOW FOR DIRECT DRAFT, OR YOU WILL NEED TO MAKE YOUR PAYMENT VIA EFTPS.
Type of Account (Checking or Savings):
Please Select
Checking
Savings
Routing Number:
Bank Account Number:
Reenter Bank Account Number:
***IF PROVIDING A VOIDED CHECK, PLEASE UPLOAD IT HERE.
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SHAREHOLDER INFORMATION
WERE THERE ANY CHANGES TO OWNERSHIP? ***If yes, please provide detailed explanation of ownership changes including date(s) of change and percentages below.
*
YES
NO
DID ANY OF THE SHAREHOLDER'S INFORMATION CHANGE, SUCH AS ADDRESS? ***If yes, please provide partners name(s) and updated information below.
*
YES
NO
Type a question
Legal Name
Social Security #
Mailing Address
% of Ownership
1.
2.
3.
4.
5.
ADDITIONAL INFORMATION YOUR PREPARER SHOULD KNOW
BY SIGNING YOU ARE ACKNOWLEDGING THAT YOUCOMPLETED THIS FORM TO IT'S ENTIRETY AND PROVIDEDUS WITH COMPLETE DOCUMENTS TO FULLY PREPAREYOUR RETURN.
*
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