Business Entity Tax Return Intake
OPENING DISCLAIMER: Tax Service for LLCs, S-Corps, C-Corps, and Partnerships only.
Business Information
Business Name
DBA
NAME
EIN
Email
example@example.com
Phone Number
Please enter a valid phone number.
Business Start Date
-
Month
-
Day
Year
Date
Date of Year End
-
Month
-
Day
Year
Date
Business Enitity
S-Corp 1120s
Please Select
Yes
No
C-Corp 1120
Please Select
Yes
Partnership 1065
Please Select
Yes
No
Non-Profit 990
Please Select
Yes
No
State of Formation
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Ownership Details
Number of owners/shareholders
List each owner and the ownership percentage
Any Ownership Changes During the Tax Year?
Yes
No
Do you have ownership documents for this business?
Yes
No
Payroll & Compliance
Did the business run payroll?
Yes
No
Payroll provider name?
Quarterly payroll forms filed?
Yes
NO
Sales tax collected?
Yes
No
Financial Documents
Profit and Loss statement
Yes
No
Do you have a Balance Sheet for the tax year?
Yes
NO
Prior Year Information
Was a prior business tax return filed?
Yes
No
Do you have a copy of the most recent business tax return?
Yes
No
UPLOAD ALL BUSINESS DOCUMENTS
Browse Files
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Upload clear PDF or photo files (W-2s, 1099s, prior returns).One document per upload. No screenshots of screenshots.
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Acknowledgment & Authorization
I acknowledge and authorize SLP Tax Services to use the information and documents I have provided for tax preparation purposes.I confirm this information is complete and accurate to the best of my knowledge.
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