Company Income Tax Organizer
Language
  • English (US)
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  • Business Information

  • Were there any ownership changes this year?
  • Did you buy/add or did you sell/dispose assets of the business during the year?
  • Do you have a Profit & Loss for the year or accounting records?
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  • INCOME

  • EXPENSES

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  • Would you rather us do the Income/Expense reports?

  • This manual work using statements will have a separate fee. Dependent on the number of accounts and the number of transactions in each.

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  • This form is served across a protected 256 bit SSL (Secure Socket Layer) connection that uses a SHA256 Certificate.

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  • Did the company receive a 1099-NEC as a contractor?
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  • Did you receive a 1099-MISC or other income?
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  • Did you receive interest from banks/other?
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  • Did you receive dividends/distributions from any institution?
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  • Did you buy or sell stocks, mutual funds, bonds, or other investment properties?
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  • Were you a partner to a partnership? (1065)
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  • Were the company a shareholder of an S-Corporation
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  • Did you receive any distributions from a Trust or Estate? (1041)
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  • Does the company own a property and paid mortgage interest?
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  • Did you sell any real property?
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  • Did you sell any personal property?
  • Did you have any foreign bank accounts, foreign investments, or foreign business ownership?
  • Any other income or profitable circumstance come to mind?

  • Rental Income

  • Did you have any rental Income (Rental Properties)

  • Business Owner Information

  • Common Scenarios

  • Did the business make investments? Stocks, crypto, other assets.
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  • Did you donate money, clothes, cars, or stock?

  • Bank/Direct Deposit Info

  • Do you want your refund direct deposited into your bank account?
  • Account Type
  • If there is a balance due. How would you like to pay?

  • Installment Agreements may have a service fee.

  • For payment instructions please go here: https://www.irs.gov/payments
    or talk to your accountant for more information.

  • Account Type
  • Do you want to electronically file your tax return?

  • Signature

  • I hereby attest, that to the best of my knowledge, the information that I have provided is true and correct, and may be used by SMAART LLC and its team members for the preparation of my income taxes.

  • Date*
     / /
  • If you have not done so yet. Do you need to submit Payment Authorization?
  • Do you need to file additional years?

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