SECTION 1: BUSINESS INFORMATION
1. Legal Business Name (as registered with IRS)
*
2. DBA (if applicable)
3. EIN (XX-XXXXXXX)
*
4. Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
5. State of Formation
*
6. Date Business Started
*
-
Month
-
Day
Year
Date
7. Principal Business Activity
*
(Describe the primary industry or type of business operation.)
8. NAICS Code (if known)
9. Principal Product/Service
*
(Describe the main product sold or service provided that generates revenue.)
10. Accounting Method
*
Cash
Accrual
Not Sure
SECTION 2: PARTNER INFORMATION
How many partners/members does the business have?
*
Please Select
1
2
3
4
1(a). Full Legal Name
*
First Name
Last Name
1(b). SSN or EIN
*
1(c). Citizens or Foreign Partner(Non-U.S.)
*
1(d). Address Field
*
2(a). Full Legal Name
*
First Name
Last Name
2(b). SSN or EIN
*
2(c). Citizens or Foreign Partner(Non-U.S.)
*
2(d). Address Field
*
3(a). Full Legal Name
*
First Name
Last Name
3(b). SSN or EIN
*
3(c). Citizens or Foreign Partner(Non-U.S.)
*
3(d). Address Field
*
4(a). Full Legal Name
*
First Name
Last Name
4(b). SSN or EIN
*
4(c). Citizens or Foreign Partner(Non-U.S.)
*
4(d). Address Field
*
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Ownership %
*
If percentages differ, please upload a document below showing the exact allocation percentages.
Profit & Loss %
If profit and loss percentages are not equal among partners, please upload a document below specifying the exact allocation for each partner.
Type of Partner (If partner types vary, upload supporting documentation later in the form detailing each partner’s classification).
General Partner
Limited Partner
LLC Member
Other
Did the LLC file Form 8832 or Form 2553 to elect corporate taxation?
Yes
No
Are all partners active in business?
Yes
No
Other
SECTION 3: FINANCIAL SUMMARY
(Skip sections 1-4 if provided Income (P&L) Statement and Balance Sheet)
1. Gross Revenue for 2025
2. Other Income (if applicable)
3. Cost of Goods Sold (if applicable)
4. Total Expenses
5. Did you take distributions?
Yes
No
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Total Distributions per Partner (Upload typed or neatly handwritten detailed document)
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SECTION 3A — BOOKS & RECORD STATUS
Are financial statements finalized for tax filing?
*
Yes – Final numbers
No – Estimated
SECTION 4: REQUIRED DOCUMENT UPLOADS
Document Upload
*
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Upload Below:
2024 Form 1065 (if applicable, Prior year total income is required for filing)
Prior Year K-1s
Year-End Profit & Loss Statement
Balance Sheet
Bank Statements (if bookkeeping needed)
1099s Received
Payroll Reports (if applicable)
Business Asset Purchases
SECTION 5: BANKING INFORMATION
Bank Name
Routing Number
Account Number
Account Type
Please Select
Checking
Savings
SECTION 6: ASSETS & LIABILITIES
Did the business purchase equipment or vehicles in 2025?
Yes
No
a. Description
b. Date Placed in Service
c. Cost
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Did the partnership take out new loans in 2025?
Yes
No
a. Lender Name
b. Loan Amount
c. Current Balance
SECTION 6A — DEBT LIABILITY ALLOCATION
Are partnership debts personally guaranteed by any partner?
Yes
No
a. Partner Name
b. Loan Guaranteed
SECTION 7: COMPLIANCE QUESTIONS
1. Did the partnership make any guaranteed payments to partners?
*
Yes
No
2. Did the partnership issue 1099s (If applicable, please upload supporting documents)?
*
Yes
No
3. Any ownership changes during the year?
*
Yes
No
Additional Federal Returns Filed During the Tax Year (Check all that apply. If selected, please upload supporting documents below.).
Form 941 – Employer’s Quarterly Federal Tax Return
Form 940 – Federal Unemployment (FUTA) Tax Return
Form 720 – Quarterly Federal Excise Tax Return
Form 944 – Annual Employer Federal Tax Return
Form 945 – Nonpayroll Withholding Return
Form 1042 – Foreign Person Withholding Return
None of the Above
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SECTION 7A: IRS PARTNERSHIP REPRESENTATIVE
Designated Partnership Representative
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
example@example.com
SECTION 8 — Client Acknowledgment & Signature
Type a question
*
I confirm all information provided is complete and accurate to the best of my knowledge.
I understand ETA Tax prepares returns based solely on information provided by the partnership.
Date
*
-
Month
-
Day
Year
Date
Signature
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