2024 Business Client Organizer

2024 Business Client Organizer
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.
Name of Business
Name of person completing this organizer
Email
example@example.com
What was the company's principal business activity during 2024?

1099s
Did you make any payments in 2024 that would require you to file Forms(s) 1099?

YesNo
If yes, did you or will you file the required Form(s) 1099?

YesNo

Fixed Assets/Inventory
Did the business purchase any non-inventory assets that cost more than $2,500?

YesNo
Fixed Assets Acquired in 2024
Did the business sell or otherwise dispose of any non-inventory assets?

YesNo
Fixed Assets Sold or Disposed of in 2024
Does the business maintain inventory of goods for sale?

YesNo
Cost of inventory on hand at December 31, 2024

Payroll
Does the business have employee payroll?

YesNo
- Provide copies of 2024 annual Forms W-2, W-3, and Form 940
- Provide copies of 2024 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 2024, please provide a copy of Form 941-X

Preferences and Comments
Preferred Return Copy Method and Data Submission
We will provide you with a copy of your completed 2024 income tax return(s) for retention in your files. Which of the following options would you prefer to receive this file copy of your income tax return(s):

Electronic copy of my 2024 income tax return(s) in my online client portal account.Paper copy of my 2024 income tax return(s), subject to a $45 paper processing fee.Paper and electronic copies of my 2024 income tax return(s), subject to a $45 paper processing fee.
How will you be submitting your tax documents to us?

Online through the client portal. If you will be uploading documents as you receive them, let us know when you have finished submitting all documents.Drop off at Macke & Company, CPAsMail/Courier to Macke & Company, CPAsOther
Do you have any additional comments or notes to add regarding your 2024 tax situation before submitting your organizer?
Optional Survey
How would you rate the ease of use of this electronic organizer?
Do you have any comments, critiques, or suggestions regarding the electronic organizer?
Should be Empty:

Business Changes