2026 Tax Year — Filing Season 2027 Business Tax Intake

1
1. What is your business's current legal structure?* This field is required.
Sole Proprietorship
Single-Member LLC
Multi-Member LLC
Partnership
S Corporation
C Corporation
Not Sure
2
2. Does your business have an EIN (Employer Identification Number)?* This field is required.
Yes
No
Not Sure
3
3. Has the IRS approved or recognized an election for your business to be taxed as an S Corporation or C Corporation?* This field is required.
Yes — S Corporation
Yes — C Corporation
No
Not Sure
4
4. How many owners does the business currently have?* This field is required.
Please Select
1
2
3
4
5+
Not Sure
5
5. Which federal business tax return was filed for 2025?* This field is required.
Form 1065 — Partnership
Form 1120-S — S Corporation
Form 1120 — C Corporation
Schedule C with Form 1040
This is the business's first tax return
No return was filed
I don't know
6
2. DBA / Trade Name
7
1. Legal Business Name* This field is required.
8
3. Federal EIN* This field is required.
9
4. Business Mailing Address* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
10
5. Business Phone Number* This field is required.
Please enter a valid phone number.
11
6. Business Email Address* This field is required.
example@example.com
12
7. Date Business Was Formed* This field is required.
Date
Year
Month
Day
13
8. State Where Business Was Formed* This field is required.
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
District of Columbia
14
9. State(s) Where the Business Operated During 2026* This field is required.
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Large
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Small
Ok
Ok
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10. Principal Business Activity* This field is required.Example: residential cleaning, trucking, tax preparation, hair salon, consulting.
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11. Primary Product or Service* This field is required.
17
12. Business Website
18
13. What federal tax classification are you filing under for 2026?
Partnership — Form 1065
S Corporation — Form 1120-S
C Corporation — Form 1120
Unsure
19
14. What accounting method does the business use?
Cash
Accrual
Other
Unsure
20
15. What is the business's tax year?
Calendar year (January 1st–December 31st)
Fiscal year
Unsure
21
18. Did the business have any activity in states other than the state where it was formed?* This field is required.
Yes
No
Unsure
22
16. Was 2026 the business's first tax return?
Yes
No
Unsure
23
17. Was 2026 the business's final tax return?* This field is required.
YESNO
24
1. How many owners did the business have during 2026?* This field is required.
Please Select
1
2
3
4
5
More than 5
25
2. Did ownership change at any time during 2026?* This field is required.
YESNO
26
3. Were any owners added or removed during 2026?
YESNO
27
4. Did any owner change their ownership interest during 2026?* This field is required.
YESNO
28
5. Are any owners another business, trust, estate, or other entity rather than an individual?
Yes
No
Unsure
29
2026 Business OwnersAdd each additional person or entity that held an ownership interest in the business during 2026. Click + Add Row for each additional owner.
30
6. Did this owner contribute money or property to the business during 2026?
YESNO
31
7. Did the business distribute money or property to any owner during 2026?
YESNO
32
1. Does the business have a written partnership or operating agreement?
Yes
No
Unsure
33
2. Were there any changes to the partnership/operating agreement during 2026?
YESNO
34
3. Are profits, losses, and capital allocated according to each partner's ownership percentage?
Yes
No
Unsure
35
4. Did any partner receive guaranteed payments?
Yes
Np
Unsure
36
5. Did any partner contribute cash or property during 2026?
Yes
No
Unsure
37
6. Did any partner receive distributions during 2026?
Yes
No
Unsure
38
7. Did any partner sell, transfer, or otherwise dispose of any portion of their partnership interest?
Yes
No
Unsure
39
8. Does the partnership have debt?
Yes
No
Unsure
40
9. Did the business make payments on behalf of individual partners?* This field is required.
Yes
No
Unsure
41
10. Upload Partnership/Operating Agreement and Ownership RecordsUpload the current partnership or operating agreement and any amendments, ownership schedules, capital account records, or other documents reflecting ownership changes during 2026.
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Max. file size: 10.6MB
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1. Was the S corporation election effective for all of 2026?
Yes
No
Unsure
43
2. Did any shareholder work for the corporation during 2026?
YESNO
44
3. Did the corporation pay wages to any shareholder/officer?
YESNO
45
4. Was payroll processed for shareholder/officer wages?
Yes
No
Unsure
46
5. Were Forms W-2 issued to shareholder-employees?
Yes
No
Not applicable
47
6. Did the corporation pay or reimburse health insurance premiums for any shareholder owning more than 2%?
Yes
No
Unsure
48
7. Did any shareholder receive distributions during 2026?
Yes
No
Unsure
49
8. Did any shareholder contribute additional cash or property to the corporation?
Yes
No
Unsure
50
9. Did any shareholder loan money to the corporation?
Yes
No
Unsure
51
10. Did the corporation repay any shareholder loans during 2026?
Yes
No
Unsure
52
11. Did the corporation lend money to a shareholder?
Yes
No
Unsure
53
12. Did ownership change during 2026?
YESNO
54
13. Did any shareholder sell, transfer, gift, or otherwise dispose of shares during 2026?* This field is required.
Yes
No
Unsure
55
Upload S Corporation & Shareholder RecordsUpload available payroll reports, shareholder distribution/contribution records, shareholder loan records, health insurance records, stock or ownership records, and IRS correspondence concerning the S corporation election.
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Max. file size: 10.6MB
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56
1. Did any shareholder work for the corporation during 2026?
YESNO
57
2. Did the corporation pay compensation to any officers or shareholders?
YESNO
58
3. Were Forms W-2 issued to officers/shareholder-employees?
Yes
No
Not applicable
59
4. Did the corporation pay dividends to shareholders during 2026?
Yes
No
Unsure
60
5. Did any shareholder contribute additional cash or property to the corporation?
Yes
No
Unsure
61
6. Did any shareholder loan money to the corporation?
Yes
No
Unsure
62
7. Did the corporation repay any shareholder loans?
Yes
No
Unsure
63
8. Did the corporation make loans or advances to any shareholder?
Yes
No
Unsure
64
9. Did ownership change during 2026?
YESNO
65
10. Did the corporation issue, redeem, transfer, or repurchase any stock during 2026?
Yes
No
Unsure
66
Upload C Corporation & Shareholder RecordsUpload available payroll reports, shareholder contribution records, dividend records, shareholder loan documents, stock records, and documents relating to changes in corporate ownership.
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Max. file size: 10.6MB
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Are your 2026 business books finalized?* This field is required.
Yes
No
Mostly complete
Unsure
68
1. What bookkeeping method was used to prepare these financial figures?* This field is required.
QuickBooks
Other bookkeeping/accounting software
Spreadsheet
Bookkeeper/accountant-prepared records
Bank statements and receipts
Records reconstructed for tax preparation
Other
Unsure
69
2. Do you have a 2026 Profit & Loss Statement?
Yes
No
Being prepared
70
3. Do you have a December 31, 2026 Balance Sheet?* This field is required.
Yes
No
Being prepared
Unsure
71
4. Gross Receipts or SalesEnter total gross receipts or sales before subtracting expenses.
72
5. Returns and AllowancesEnter customer refunds, returns, rebates, or allowances, if applicable.
73
6. Cost of Goods SoldEnter total cost of goods sold, if applicable.
74
7. Other Business Income
75
8. Total Business ExpensesEnter total ordinary business expenses according to your books.
76
9. Net Profit or Loss Per Books
77
10. Do the amounts above agree with your year-end books?* This field is required.
Yes
No
Mostly
Unsure
78
11. Were any personal expenses paid from business accounts?* This field is required.
Yes
No
Unsure
79
12. Were any business expenses paid personally by an owner/shareholder/partner?
Yes
No
Unsure
80
Upload Your 2026 Profit & Loss and Balance SheetUpload your year-end Profit & Loss Statement and Balance Sheet, if available. You may also upload a general ledger or trial balance.
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Max. file size: 10.6MB
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Advertising
82
Car and truck expenses
83
Commissions and fees
84
Contract labor
85
Employee benefit programs
86
Insurance — other than health
87
Interest — mortgage
88
Interest — other
89
Legal and professional services
90
Office expenses
91
Pension and profit-sharing plans
92
Rent or lease — vehicles/machinery/equipment
93
Rent or lease — other business property
94
Repairs and maintenance
95
Supplies
96
Taxes and licenses
97
Travel
98
Business meals
99
Utilities
100
Wages and salaries
101
Other business expenses
102
Other Business Expenses — DescriptionList any business expenses that do not fit the categories above. Include the expense description and amount.
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Ok
103
1. Did the business have any employees during 2026?* This field is required.
YESNO
104
2. Did the business process payroll during 2026?* This field is required.
YESNO
105
3. How many employees received wages during 2026?
106
4. Total wages paid during 2026
107
5. Were Forms W-2 issued for all employees who received wages?
Yes
No
Unsure
108
6. Were all required federal payroll tax returns filed?Examples: Forms 941 and/or 944.
Yes
No
Unsure
Not applicable
109
7. Was Form 940 filed, if required?
Yes
No
Unsure
Not applicable
110
8. Were required state payroll/unemployment returns filed?
Yes
No
Unsure
Not applicable
111
9. Does the business currently owe any unpaid payroll taxes?
Yes
No
Unsure
112
10. Which payroll provider did you use?
Please Select
ADP
Gusto
QuickBooks Payroll
Paychex
Square Payroll
Intuit
Other
Payroll was processed manually
113
11. Upload 2026 Payroll Tax RecordsUpload available Forms W-2/W-3, Forms 941, Form 940, state payroll reports, year-end payroll summaries, and any payroll-related tax notices.
Drag and drop files here
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Max. file size: 10.6MB
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114
8. Which platforms were used?
Stripe
Square
PayPal
Venmo
Cash App
Zelle
Shopify Payments
Amazon
Etsy
eBay
Other
115
10. Did the business receive interest, dividends, capital gains, rental income, royalties, or other investment/passive income?* This field is required.
Yes
No
Unsure
116
11. Describe any other business income.
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Ok
117
12. Upload Business Income RecordsUpload applicable Forms 1099, sales reports, merchant processor reports, year-end income statements, and other records supporting the business's 2026 income.
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Max. file size: 10.6MB
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118
28. If Yes, describe the personal expenses and approximate amounts.
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119
29. Upload Year-End Profit & Loss StatementUpload your 2026 year-end Profit & Loss statement or equivalent income and expense report.
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Max. file size: 10.6MB
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120
1. Did the business purchase or place any new assets in service during 2026?* This field is required.
YESNO
121
2. What types of assets were purchased or placed in service?
Vehicle
Computer/Technology
Furniture
Machinery
Tools/Equipment
Building
Land
Leasehold Improvements
Other
122
3. Asset Details
123
4. Were any assets financed?
YESNO
124
5. Did the business sell, trade, abandon, or otherwise dispose of any business assets during 2026?* This field is required.
Yes
No
Unsure
125
6. Asset Disposition Details
126
6. Did any owner, partner, or shareholder loan money to the business during 2026?* This field is required.
Yes
No
Unsure
127
7. Does the business own depreciable assets purchased before 2026?
Yes
No
Unsure
128
8. Do you have a prior-year depreciation schedule?* This field is required.
Yes
No
Unsure
129
9. Upload Asset & Depreciation RecordsUpload purchase invoices, closing documents, financing agreements, vehicle purchase documents, equipment receipts, sale documents, or other records related to assets acquired or disposed of during 2026.
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Max. file size: 10.6MB
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130
1. Did the business have any outstanding loans or other business debt during 2026?* This field is required.
Yes
No
Unsure
131
11. Amount loaned or advanced to owners during 2026
132
12. Was there a written loan agreement or promissory note for any owner-related loan?
Yes
No
Some loans
Unsure
133
Upload Business Loan & Debt DocumentsUpload year-end loan statements, lender statements, promissory notes, amortization schedules, Forms 1099-C, owner/shareholder loan agreements, or other relevant debt records.
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Max. file size: 10.6MB
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134
Cash in Business Bank Accounts
135
Accounts Receivable
136
Inventory
137
Other Current Assets
138
Loans Receivable from Owners/Shareholders
139
Buildings & Other Depreciable Assets
140
Land
141
Other Assets
142
Accounts Payable
143
Business Credit Cards
144
Short-Term Loans/Notes Payable
145
Long-Term Loans/Notes Payable
146
Loans Payable to Owners/Shareholders
147
Other Liabilities
148
Owner/Shareholder/Partner Capital Contributions
149
Owner/Shareholder/Partner Distributions or Withdrawals
150
Additional Paid-In Capital (if applicable)
151
Retained Earnings (if applicable)
152
Do your total assets equal your total liabilities plus equity according to your records?
Yes
No
Unsure
I don't have a completed balance sheet
153
2. What types of business debt did the business have?
Business loan
Business line of credit
Business credit card
Vehicle loan
Equipment financing
Commercial mortgage
SBA loan
Merchant/cash advance
Other
154
3. Configurable list
155
4. Were any business debts forgiven, canceled, or settled for less than the amount owed during 2026?
Yes
No
Unsure
156
5. Did the business receive any Form 1099-C or other debt-cancellation documentation?
Yes
No
Unsure
157
3. Did the business make state or local estimated tax payments?* This field is required.
Yes
No
Unsure
158
5. Did the business file an extension for its 2026 return?* This field is required.
Yes
No
Unsure
159
6. Was a payment made with the extension?
Yes
No
Unsure
160
7. Amount loaned to the business during 2026
161
8. Did the business receive any federal, state, or local tax notices during 2026?
YESNO
162
9. Upload Tax Payment Confirmations or Notices
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Max. file size: 10.6MB
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163
8. Did the business repay money previously loaned by an owner, partner, or shareholder?
Yes
No
Unsure
164
11. Who prepared the 2025 business return?
The Filing Factory
Another tax professional
Business owner/self-prepared
Online tax software
Unsure
165
9. Amount of owner/shareholder/partner loans repaid during 2026
166
13. Were there any tax attributes or carryovers from prior years that you're aware of?
Net operating loss/carryforward
Capital loss carryforward
Tax credit carryforward
Charitable contribution carryforward
Suspended losses
Prior depreciation
Other
None known
Unsure
167
10. Did the business loan or advance money to an owner, partner, or shareholder?* This field is required.
Yes
No
Unsure
168
1. Did the business make federal estimated tax payments for the 2026 tax year?* This field is required.
YESNO
169
2. Total Federal Estimated Tax Payments
170
4. Total State/Local Estimated Tax Payments
171
7. Amount Paid With Extension
172
10. Was a business tax return filed for 2025?* This field is required.
Yes
No
Unsure
173
12. Upload the Complete 2025 Business Tax ReturnIf The Filing Factory did not prepare your 2025 business return, upload the complete return, including all schedules, statements, depreciation schedules, and K-1s, if applicable.
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Max. file size: 10.6MB
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174
Are there any documents you know are still missing or that you are waiting to receive?* This field is required.
No — I have provided everything currently available.
Yes — I am still waiting for documents.
Unsure
175
Which documents are still missing?
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Ok
176
1. What bookkeeping system did the business use during 2026?* This field is required.
QuickBooks Online
QuickBooks Desktop
Xero
Wave
FreshBooks
Excel
Google Sheets
Professional Bookkeeper
Accountant/CPA
Paper records
Bank statements only
No bookkeeping system
Other
177
2. Are the 2026 books complete through December 31, 2026?* This field is required.
Yes
No
Mostly
Unsure
178
3. Have all business bank and credit-card accounts been reconciled through year-end?* This field is required.
Yes
No
Some
Unsure
179
4. Do your financial records separate personal and business transactions?* This field is required.
Yes
No
Mostly
180
Electronic Communication Consent* This field is required.
I authorize The Filing Factory to communicate with me regarding this business tax engagement using the phone number and email address provided in this intake, including requests for documents, questions regarding the return, status updates, and filing-related communications.
181
5. Do you have a completed 2026 Profit & Loss Statement?* This field is required.
Yes
No
Unsure
182
6. Do you have a completed December 31, 2026 Balance Sheet?* This field is required.
Yes
No
Unsure
183
7. Are there transactions you have not yet categorized?* This field is required.
Yes
No
Unsure
184
8. Are you aware of any missing income, expenses, bank statements, receipts, or other records?* This field is required.
Yes
No
Unsure
185
9. Describe what's missing or incomplete.
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Ok
186
1. Business Formation & IRS DocumentsArticles of Organization/Incorporation, EIN confirmation letter, IRS election letters, or other entity documents.
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Max. file size: 10.6MB
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187
2. Ownership & Entity DocumentsOperating agreements, partnership agreements, shareholder records, ownership-change documents, or other applicable records.
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Select files to upload
Max. file size: 10.6MB
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188
3. Additional Financial & Tax DocumentsUpload any additional financial statements, tax documents, schedules, or supporting records that were not uploaded earlier.
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Max. file size: 10.6MB
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189
4. IRS or State CorrespondenceUpload any IRS, state, or local tax notices or correspondence that may affect the 2026 business return.
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Max. file size: 10.6MB
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190
5. Other Supporting DocumentsUpload anything else you believe we should review when preparing the business return.
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Max. file size: 10.6MB
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191
Business Information Certification* This field is required.
I certify that the information and documents provided in this intake are true, complete, and accurate to the best of my knowledge. I understand that The Filing Factory will rely on the information I provide when preparing the business tax return.
192
Books & Records Acknowledgment* This field is required.
I understand that I am responsible for maintaining records that support the business's income, expenses, deductions, credits, assets, liabilities, payroll, ownership transactions, and other items reported for tax purposes. I agree to provide additional records or clarification if requested.
193
Additional Information Acknowledgment* This field is required.
I understand that completing this intake does not guarantee that the business tax return is ready to be prepared or filed. The Filing Factory may request additional information, clarification, records, or documentation before completing the return.
194
Tax Return Filing Acknowledgment* This field is required.
I understand that submitting this intake does not authorize The Filing Factory to electronically file the business tax return. Any required tax return review, signature, and electronic filing authorization will be completed separately before filing.
195
Name of Person Completing This Intake* This field is required.
First Name
Last Name
196
Signer's Business Title/Capacity* This field is required.
Please Select
Owner
Partner
Shareholder
Corporate Officer
Member/Manager
Authorized Employee
Other Authorized Representative
197
Authority to Provide Information
I certify that I am authorized to provide tax and financial information on behalf of this business.
198
Authorized Representative's Electronic Signature* This field is required.By signing below, I certify that I am authorized to provide this information on behalf of the business and that the information submitted is accurate to the best of my knowledge.
199
Date Signed* This field is required.
Date
Month
Day
Year
200
What would you like to do?
Continue to the Self-Employed Tax Intake
I need help determining my business tax classification
201
Tell Us About Your Business* This field is required.Please briefly describe your business, including what you do, how many owners the business has, and whether you have ever filed a separate business tax return. The Filing Factory will review your information to help determine which intake you should complete.
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202
Upload a Prior-Year Business Tax Return or IRS Entity/Election Letter (if available)If available, upload your most recent business tax return, IRS EIN letter, S corporation election acceptance, or other IRS correspondence showing how the business is treated for federal tax purposes.
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Max. file size: 10.6MB
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