Taxes_R_Us_Elite_Business_Tax_Intake_Form

Business Tax Intake Form (IRS Compliant)

This form collects required information for preparation of Schedule C, Form 1065, Form 1120S, and Form 1120 returns. All information must be complete and accurate. Client certification and signatures are required.

1. Business Information

Legal Business Name*

DBA if applicable

Entity Type (Schedule C / 1065 / 1120S / 1120)*

Business EIN

Business Address

Business Phone*

Format: (000) 000-0000.

Business Email

example@example.com

Date Business Started

Date

Primary Business Activity*

States of Operation

2. Owners / Partners / Officers

Full Legal Name I SSN I Ownership % I Title I Email I Phone (Attach additional sheet if more than two owners)

Accounting Method (Cash / Accrual)*

Tax Year*

Gross Receipts*

Returns Allowances

Other Income

Cost of Goods Sold if applicable

4. Business Expenses Attach Documentation

Taxes R Us Elite | Douglasville, GA | www.taxesruselite.com | ebony@taxesruselite.com I 404.585.7090

Advertising

Office Expense

Meals Business Only

Travel

Vehicle Expense

Insurance

Legal Professional Fees

Contract Labor

Repairs Maintenance

Rent

Utilities

Wages

Payroll Taxes

Depreciation

Other Expenses

5. IRS Compliance & Disclosures

Taxes R Us Elite | Douglasville, GA I www.taxesruselite.com | ebony@taxesruselite.com I 404.585.7090

Were independent contractors paid?*

Were 1099-NEC forms issued?*

Any sales tax collected or owed? *

Any foreign accounts or transactions?*

Any IRS or state notices received?*

6. K-1 Partner / Member Schedule (1065 / 1120S)

Partner / Shareholder Name

SSN or EIN

Ownership Percentage

Capital Contributions

Distributions

Guaranteed Payments Salary

Profit/Loss Allocation

Taxes R Us Elite | Douglasville, GA | www.taxesruselite.com | ebony@taxesruselite.com I 404.585.7090

7. S-Corporation Officer Compensation Worksheet

Officer Name

Title

Ownership

W2 Wages Paid

Health Insurance Paid by Corp

Retirement Contributions

Other Compensation

Taxes R Us Elite I Douglasville, GA | www.taxesruselite.com | ebony@taxesruselite.com I 404.585.7090

8. Client Certification & E-Signature

I certify under penalties of perjury that the information provided is true, correct, and complete to the best of my knowledge.

Client Name*

Signature*

Date*

Date

Taxes R Us Elite I Douglasville, GA | www.taxesruselite.com | ebony@taxesruselite.com I 404.585.7090