2023 Business Client Organizer

  • 2023 Business Client Organizer

  • Thank You for Embracing Our New Electronic Organizer!

    We appreciate your willingness to try out our innovative electronic organizer this year. It's a significant shift from the paper organizers we've provided in the past, and we're excited to see how it enhances your tax preparation experience. Please remember, if you encounter any issues or have any questions, we are here to assist you.

    Estimated Time to Complete: 10 minutes

    You have the ability to save your work and complete at a later date by clicking the "Save" button at the bottom of each page.

  • Business Changes

  •  - -

  • 1099s

  • Debt/Foreign Tax/Virtual Currency

  • Debt

  • Foreign

  • Virtual Currency

  • Fixed Assets/Inventory

  • Payroll

    • Provide copies of 2023 annual Forms W-2, W-3, and Form 940
    • Provide copies of 2023 quarterly payroll tax returns (Forms 941, L-1, and state unemployment for all four quarters of the year)
    • If an amended Form 941 was filed for any quarter in 2023, please provide a copy of Form 941-X

  • Vehicles

  • Annual Income and Deduction Information

  • Additonally, we will need the following information to begin preparation of your 2023 income tax return:

    • Year-end summary of business activity – accounting software back-up, online
      access or hard copy unless Macke & Company, CPAs assists you with your
      accounting and bookkeeping needs at their office. (This could include QuickBooks desktop or online, Sage software, trial balance, income and deduction summaries, balance sheet and profit & loss statement, etc.)
    • Copies of year-end bank reconciliation(s) and bank statements for all company bank accounts in existence on December 31, 2023
    • All Forms 1099 received from others for the 2023 tax year (this could include 1099-K, 1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, etc.)

  • Preferences and Comments

  • Preferred Return Copy Method and Data Submission

  • Optional Survey

    As this is the first year we are offering the electronic organizer, we are interested in learning about your thoughts now that you have completed it. We will use the information to implement changes to improve your experience in future years.
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