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?
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?

Other
What is your tax year?
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.Format: (000) 000-0000.
Has the business filed a federal tax return before?
Upload prior year tax return (if available)

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Does the business have any foreign owners (partners or shareholders)?
Did the business have any employees during the year?
Please indicate if any of the following apply to your business:

Other (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
Should be Empty: