1065 Partnership Business Questionnaire
1065 Partnership Business Name
*
Tax Year
*
Tax year of tax return being filed
Is this a first year or final year return?
*
First Year
Final Year
No
Did the partnership change address?
*
Yes
No
Has the partnership been notified of any changes to previous returns by any taxing authority?
*
Yes
No
Have there been any changes to the allocation percentages of ownership, profit and loss, or liability basis during the year?
*
Yes
No
Have there been any changes to the partnership agreement?
*
Yes
No
Did the partnership acquire, sell or dispose of any assets during the year other than what is included on the books?
*
Yes
No
Did the partnership receive, use, or dispose of any virtual currency?
*
Yes
No
Did the partnership refinance, retire or acquire new debt during the year other than what is included on the books?
*
Yes
No
Does the business have a retirement plan in place?
*
Yes
No
If you have a business retirement plan, do you intend to make a contribution?
*
Yes
No
Did the partnership make any payments and will 1099’s be filed?
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Yes
No
Did the partnership receive any 1099 series forms for investment income?
*
Yes
No
Does the partnership do business in more than one state?
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Yes
No
Did the partnership pay any guaranteed payments to partners or members?
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Yes
No
Does the partnership pay for key person life insurance premiums?
*
Yes
No
Did the partnership pay for health insurance premiums for any partners?
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Yes
No
Did the partnership have any foreign (check which apply):
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Sales
Bank or other financial accounts
Payments to a foreign person
None
Did the partnership maintain record of receipts/evidence for all business expenses (including date, place, purpose, and business relationship with the person for meals/entertainment)?
*
Yes
No
Did the partnership pay any lobbying expenses that are included in the trade association dues?
*
Yes
No
Did the partnership make any contributions to charitable organizations?
*
Yes
No
Submit
Should be Empty: