公司报税客户信息表 Business Tax Preparation Client Intake Form

公司报税客户信息表 Business Tax Preparation Client Intake Form
您是老顾客还是新顾客？Are you an old or new client?
报税类型 Filing Status

Form 1120 C类公司Form 1120S S类公司Form 1065 合伙企业Form 990/990N/990EZ 非营利机构之慈善组织类Form 990PF 非营利机构之私人基金会

公司信息 Business Information
电话号码 Phone Number
Please enter a valid phone number.
邮箱 Email
example@example.com
微信 Wechat
报税期间 Tax Period
xx年x月x日 - xx年x月x日
公司名称 Name of Business
公司业务 Principal Business or Profession
联邦税号 EFIN
业务开始时间 Business Start Date
公司成立日期 Date of Incorporation
地址 Address

街道地址 Street Address

街道地址 2 Street Address Line 2

城市 City州 State / Province

邮编 Postal / Zip Code

股东信息 Shareholder Information

在此输入股东信息 Enter shareholder information here

	姓名 Name	社安号 (护照、ID号码若无SSN)) SSN (passport, ID number if no SSN)	地址 Home Address	股份比例 % of Shares	从该股东收到的款项Amounts received from this shareholder	支付给该股东的款项Payments to the shareholder	国籍Country of Citizenship
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收入及费用 Income & Expenses
请仅填写当年的信息 Please fill-up the information within the current year only.

销售收入 Gross Income

	金额 Amount ($)
销售收入 Gross receipts or sales
减：退货 Less: Returns and allowance

合计毛收入 Total Gross Income

销售成本 Cost of Goods Sold

	金额 Amount ($)
期初存货 Beginning inventory
用于个人使用的存货 Purchases less cost of items withdrawn for personal use
人工 Cost of labor
本期购进存货 Other costs of cost of goods sold
减：期末存货 Less: Ending inventory

本期销售成本 Total Cost of Goods Sold
毛利 Gross Profit

费用 Expenses

	金额 Amount ($)
广告 Advertising
车辆费用 Car and truck expenses
停车过路费 Parking fees and tolls
佣金 Commissions and fees
合同人工 Contract labor
员工福利及保险 Employee benefit programs and health insurance
其他非健康保险 Insurance (other than health)
房贷利息 Interest - mortgage
法律及专业费用 Legal and professional fees
办公费用 Office expenses
养老计划 Pension and profit sharing plans
租金 Rent or lease
维修费用 Repairs and maintenance
低值易耗品 Supplies
税及执照费用 (不包括联邦所得税)(如果您有工资单，请提供联邦和州工资税报告) Tax and licenses (Please provide federal and state payroll tax reports if you have payroll)
差旅费 Travel
餐费及招待费 Meals and entertainment
水电费 Utilities
工资 Wages
其他 Other expenses

费用总计 Total Expenses
净利润 Net Income

固定资产及折旧 (注意折旧费用由会计师计算) Fixed Assets and Vehicles (Note that depreciation expenses are calculated by accountants)

	资产描述 Acquisition - Description	购入时间 Date Acquired	购入价格 Cost($)
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	处置描述Dispositions - Description	购入时间Date Acquired	购入价格Cost($)	出售时间Date Sold	出售价格Selling Price($)
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车辆信息 (下述1，2只需要选择一种) Vehicle Informations (You only need to select one of 1 and 2 below)
您有没有可以支持汽车费用抵减的书页证据？如有麻烦请上传 Do you have evidence to support your deduction? If yes, please upload

	Vehicle 1	Vehicle 2
车辆品牌 Description of Vehicle
投入使用时间 Date placed in service

1. 如果使用里程抵扣 Mileage

	Vehicle 1	Vehicle 2
总年度里程 Total miles
用于业务的里程 Total business miles

2. 如果使用实际支出法 Actual expenses

	Vehicle 1	Vehicle 2
油料、维修、保险费用 Gasoline, oil, repairs, insurance
车贷利息 Interest
税 Taxes
租用的车辆的市场公允价值 Fair market value of leased car
汽车租赁 Vehicle rentals/leases

其他需要提供的资料 Other Information Required
1. 税号SS4,公司注册文件、管理人员信息文件 Copies of SS 4 (Federal Tax ID) and Article of Incorporation/Article Organization for a new client.

2. 如果是新客户请同时提供上一年度的税表 Copies of previous year income tax return if you are a new client

3. 公司授权签字人的证件 The authorized officer's passport/ID

4. 年销售额25万（含）以上，需要提供BS资产负债表 Annual sales of $250,000 or more require a Balance Sheet
上传资料请注册Taxaroo Portal 或发邮件到bizfile@clmybiz.com (注册链接为: https://client.taxaroo.com/invite/cltax) 注册完毕请将您的portal链接发来。 For documents upload , please register Taxaroo Portal or send email to bizfile@clmybiz.com (Register Link is https://client.taxaroo.com/invite/cltax) After register done, please send us your portal link

资产负债表 Balance Sheet
会计期间 Accouting Period

流动资产 Current Assets

	年初数 Beginning Balance	期末数 Ending Balance
货币资金 Monetary Funds
短期投资 Short-term investment
应收票据 Notes Receivable
应收股利 Dividends receivable
应收利息 Interest receivable
应收账款 Accounts receivable
其他应收款 Other receivables
预付账款 Prepayment
应收补贴款 Subsidy receivable
存货 Inventory
待摊费用 Deferred expenses
一年内到期的长期债券投资 Long-term bond investments due within one year
其他流动资产 Other current assets
流动资产合计

流动资产合计 Total Current Assets

长期投资 Long-Term Investment

	年初数 Beginning Balance	期末数 Ending Balance
长期股权投资 Long-term equity investment
长期债权投资 Long-term debt investment

长期投资合计 Total Long-Term Investments

固定资产 Fixed Assets

	年初数 Beginning Balance	期末数 Ending Balance
固定资产原价 Original cost of fixed assets
减：累计折旧 Less: Accumulated depreciation
固定资产净值 Net fixed assets
减：固定资产减值准备 Less: Provision for impairment of fixed assets
固定资产净额 Net fixed assets
工程物资 Engineering Materials
在建工程 Construction in progress
固定资产清理 Fixed assets liquidation

固定资产合计 Total Fixed Assets

无形资产及其他资产 Intangible Assets & Other Assets

	年初数 Beginning Balance	期末数 Ending Balance
无形资产 Intangible Assets
长期待摊费用 Long-term deferred expenses
其他长期资产 Other long-term assets
减：固定资产减值准备 Less: Provision for impairment of fixed assets

无形资产及其他资产合计 Total Intangible Assets & Other Assets

递延税款 Deferred Taxes

	年初数 Beginning Balance	期末数 Ending Balance
递延税款借项 Deferred Tax Debit

资产合计 Total Assets

流动负债 Current Liabilities

	年初数 Beginning Balance	期末数 Ending Balance
短期借款 Short-term loans
应付票据 Notes payable
应付账款 Accounts payable
预收账款 Prepayments
应付工资 Wages payable
应付福利费 Benefits payable
应付股利 Dividends payable
应交税金 Tax payable
其他应付款 Other accounts payable
预提费用 Accrued expenses
预计负债 Estimated liabilities
一年内到期的长期负债 Long-term liabilities due within one year
其他流动负债 Other current liabilities

流动负债合计 Total Current Liabilities

长期负债 Long-Term Liabilities

	年初数 Beginning Balance	期末数 Ending Balance
长期借款 Long-term loans
应付债券 Bonds payable
长期应付款 Long-term payables
专项应付款 Special payables
其他长期负债 Other long-term liabilities

长期负债合计 Total Long-Term Liabilities

递延税项 Deferred Tax

	年初数 Beginning Balance	期末数 Ending Balance
递延税款贷项 Deferred tax credits

负债合计 Total Liabilities

所有者权益(或股东权益) Shareholder's Equity

	年初数 Beginning Balance	期末数 Ending Balance
实收资本(或股本) Paid-in capital (or share capital)
减：已归还投资 Less: Investment returned
实收资本(或股本)净额 Net paid-in capital (or share capital)
资本公积 Capital surplus
盈余公积 Surplus reserve
其中：法定盈余公积 Including: statutory surplus reserve
未分配利润 Retained earnings

所有者权益(或股东权益)合计 Total Shareholder's Equity
负债和所有者权益(或股东权益)合计 Total Liabilities & Equity

确认与签名 Acknowledgment & Signature
- 本人，作为上述公司的有权人授权C.L. TAX & ACCOUNTING SERVICE INC. 根据上述资料及数字进行税收申报，由此引起的一切后果及责任由本人承担。
- I, as the provider of above information, authorize C.L. TAX &ACCOUNTING SERVICE INC. to file tax return based on above numbers/information. Any libilities/consequents caused by above information are not C.L. TAX & ACCOUNTING SERVICE INC's libility.
签署日期 Date Signed

MonthDayYear
Date
首席执行官/主管签名 CEO/Officer Signature

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