Partnership Return
(IRS Form 1065)
Business Information
Responsible Party Name (person signing on behalf of the organization)
*
First Name
Last Name
Company Name
*
Please type the complete, legal name of the company
Tax Year
*
Mailing Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is your primary address of business different from mailing address?
*
Primary Address of Business (if different from Mailing Address)
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Number of employee W-2s issued during tax year
*
Principal business activity
*
Product or service
*
Did the company have any change in ownership during tax year?
*
Purchaser Information
Purchaser's Name
Purchaser's Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Purchaser's SSN
Ownership Percentage
Other Information
Did the corporation may any payments during tax year that would require it to file Form(s) 1099?
*
Did the corporation file or will it file required Form(s) 1099?
Does the partnership satisfy both of the following conditions: Total receipts for the tax year were less than $250,000 AND Total assets at the end of the tax year were less than $1 million?
*
Assets (as of 12/31)
Cash (including bank account balances)
Inventories
Loans to Shareholders
Other Investments
Other Investments (please specify)
Amount $
Other Investments (please specify)
Amount $
Investment File Upload(s)
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Other Assets
Other Assets (please specify)
Amount $
Other Assets (please specify)
Amount $
Liabilities (as of 12/31)
Mortgages, notes, bonds payable in less than 1 year
Loans from shareholders
Mortgages, notes, bonds payable in 1 year or more
Other Liabilities
Other Liabilities (please specify)
Amount $
Other Liabilities (please specify)
Amount $
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Did you have additional paid-in capital (cash owner contributions)?
Additional paid-in capital (cash owner contributions)
Name of Partner
$
Partner #1
Partner #2
Partner #3
Partner #4
Did you have shareholder distributions (cash)?
Shareholder distributions (cash)
Name of Partner
$
Partner #1
Partner #2
Partner #3
Partner #4
Partner Compensation (if applicable)
Did you have Partner's Guaranteed Payments?
Partner's Guaranteed Payments
Name of Partner
$
Partner #1
Partner #2
Partner #3
Partner #4
Did you have Officer Compensation (reported on W-2)?
Officer Compensation (reported on W-2)
Name
$
Name #1
Name #2
Name #3
Name #4
Did you have Officer Compensation (NOT reported on W-2)?
Officer Compensation (NOT reported on W-2)
Name
$
Name #1
Name #2
Name #3
Name #4
Additional notes or changes to your tax return compared to last year
Signature
I confirm that the information provided on this worksheet is correct and accurate to the best of my knowledge. I will notify Accent Financial Services in a timely manner if any changes occur.
*
Date
*
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Month
-
Day
Year
Date
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