Partnership 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
Partnership Name
*
Were there any changes to basic information such as the Partnership address or designated representative?
*
Yes
No
Were there any changes to partner information such as addresses, new partners, or partners leaving?
*
Yes
No
Did you make any payments in 2025 that would require you to file Forms(s) 1099?
*
Yes
No
Unsure, let's discuss it
Did you, or will you, file the required Form(s) 1099?
Yes
No
How many W2s were filed by the Partnership 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 Partership's business or operations during the year?
*
Yes
No
Did the Partnership buy, sell, acquire or discard an existing business, rental, real estate or other property during the year?
*
Yes
No
Did the Partnership acquire new or additional interest in another partnership or trust?
*
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
Explain any yes answers above.
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Are any of the partners a foreign individual, entity or trust?
*
Yes
No
If yes, was any withholding made for the foreign partners?
Yes
No
Did the Partnership have any foreign income or pay any foreign taxes during the year (including investment accounts)?
*
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
Explain any yes answers above.
Is there anything else that you would like to share with your tax professional about this Partnership?
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Estimated Payments
Please list all Federal, State, and City 2025 Estimated Payments Made
Rows
Paid to: IRS/State/City
Date
Amount
1
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3
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Submit
Should be Empty: