Partnership Preparation Checklist and Questionnaire
Partnership Representative
*
First Name
Last Name
Business Name
*
Phone Number
*
Please enter a valid phone number.
Email
*
example@example.com
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Did the partnership vote to opt out of the centralized partnership audit regime for this tax year?(This matters if the partnership is audited. If it did not opt out, any adjustments the IRS makes to the partnership income will be taxed at the highest individual rate applicable)
*
Yes
No
Were there any oral or written amendments to the partnership agreement or operating agreement? Please provide copies, as well as any correspondence with tax authorities regarding changes to prior year(s) returns via Onvio.
*
Yes
No
Did the partnership's address change from last year?
*
Yes
No
If Yes Please Provide New Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Did the partnership representative or designated individual (if representative is not a person) address or contact information change from last year?
*
Yes
No
If Yes Please Provide New Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Did the partnership make any payments of rents, commissions, or other fixed or determinable income totaling $600 or more to any one person during the year?
*
Yes
No
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Did the partnership file, or will it file, all required Forms 1099
*
Yes, filed
Yes, will file
No
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Total number of Forms W-2 filed by the partnership? Please provide Form W3 via Onvio.
Were there any changes to the partners' general information, for example, address changes?
*
Yes
No
If yes, please explain.
Did any new partners join the partnership or any previously existing partners leave the partnership?
*
Yes
No
If Yes, Please explain.
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Did the partnership sell, exchange, or purchase any real estate during the year?
*
Yes
No
If yes, please explain.
Did the partnership acquire new or additional interest in another partnership or trust?
*
Yes
No
If yes, please explain.
Did the partnership distribute any guaranteed payments to a partner (payments or credits to a partner without a regard to the income of the partnership)?
*
Yes
No
If yes, please explain.
Did the partnership make any cash or noncash charitable contributions? If yes, please provide evidence such as a receipt from the donee organization, a canceled check, or record of payment, to substantiate all contributions made.
*
Yes
No
Did the partnership pay any health insurance premiums for partners?
*
Yes
No
Did the partnership make any contributions to a pension or IRA for partners?
*
Yes
No
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Did the partnership have any foreign income or pay any foreign taxes during the year, directly or indirectly, such as investment accounts or partnerships?
*
Yes
No
Did the partnership have a financial interest in or signature authority over a financial account such as a bank account, securities account, or brokerage account located in a foreign country'?
*
Yes
No
Does the partnership have any foreign financial accounts, foreign financial assets, or hold interest in a foreign entity'?
*
Yes
No
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At any time during 2025, did the partnership :(a) Receive (as a reward, award or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)?
Yes
No
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Please add any notes or concerns you would like to share with Kort.
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