Business Tax Intake Checklist

Business Tax Intake Checklist

Please complete this intake form to provide all information necessary for preparing your Partnership (1065) or S-Corporation (1120S) tax return. Accurate and complete responses help ensure timely and precise tax preparation.
What type of entity is this return for?*

Partnership (Form 1065)S-Corporation (Form 1120S)
Legal business name (as registered with the IRS)*
Employer Identification Number (EIN)*
Principal business address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Business phone number*
Primary contact email address*
example@example.com
Date business was formed or incorporated*

MonthDayYear
Date
State where business was formed or incorporated*
Describe the principal business activity (e.g., consulting, retail, real estate)*
What is your accounting method?*

CashAccrualOther
What is your tax year?*

Calendar year (January–December)Fiscal year (please specify below)
If fiscal year, enter start and end dates (MM/DD – MM/DD)
Total number of owners (partners or shareholders)*

List up to 3 owners (partners or shareholders) and their details

Upload a list of all owners (partners/shareholders) including names, addresses, ownership percentages, and type of ownership (required if more than 3 owners)

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Name of person responsible for tax matters (responsible party)*
Email address of responsible party*
example@example.com
Phone number of responsible party*
Please enter a valid phone number.
Has the business filed a federal tax return before?*

YesNo
Upload prior year tax return (if available)

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Does the business have any foreign owners (partners or shareholders)?*

YesNo
Did the business have any employees during the year?*

YesNo
Please indicate if any of the following apply to your business:

Business owns interest in another partnership or corporationBusiness owns or leases real estateBusiness made any elections (e.g., Section 754, QSub)Business had distributions to ownersBusiness had loans to/from ownersBusiness changed its address or ownership during the yearOther (please specify below)
Additional information or special circumstances (optional)
Upload any other supporting documents (e.g., formation documents, ownership agreements, IRS correspondence)

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Signature of authorized person*

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