Corporation Questionnaire
Responsible Party Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email (Enter an Email Address if you would like a Confirmation Copy of this Completed Form after Submission)
example@example.com
Corporation Name
*
Were there any changes to basic information such as the Corporation address or designated representative?
*
Yes
No
Were there any changes to shareholder information such as addresses, new shareholders, or shareholders leaving?
*
Yes
No
Did you make any payments in 2025 that would require you to file Forms(s) 1099?
*
Yes
No
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Did you, or will you, file the required Form(s) 1099?
Yes
No
How many W2s were filed by the Corporation for 2025? (This is a verification question required for efile)
*
Explain any yes answers above.
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Were there any significant changes to the Corporation's business or operations during the year?
*
Yes
No
Did the Corporation buy, sell, acquire or discard an existing business, rental, real estate or other property during the year?
*
Yes
No
Did the Corporation acquire new or additional interest in another entity or trust?
*
Yes
No
Did the Corporation pay any health insurance premiums for shareholders?
*
Yes
No
Did the Corporation make any contributions to a pension or IRA for shareholders?
*
Yes
No
Explain any yes answers above.
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Are any of the shareholders a foreign individual, entity or trust?
*
Yes
No
If yes, was any withholding made for the foreign shareholders?
Yes
No
Did the Corporation have any foreign income or pay any foreign taxes during the year (including investment accounts)?
*
Yes
No
Did the Corporation 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 Corporation have any foreign financial accounts, foreign financial assets or hold interest in a foreign entity?
*
Yes
No
Explain any yes answers above.
Is there anything else that you would like to share with your tax professional about this Corporation?
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Please list all Federal, State, and City 2025 Estimated Payments made:
Rows
Paid to IRS/State/City
Date
Amount
1
2
3
4
5
6
7
8
Submit
Should be Empty: