S Corporation Tax Organizer
Data For
*
Please Select
2024 Tax Return
2023 Tax Return
2022 Tax Return
2021 Tax Return
2020 Tax Return
2019 Tax Return
2018 Tax Return
2017 Tax Return
Business Legal Name (Also include DBA if different)
*
Business Phone Number
*
Name of Business Owner Responsible for Signing Tax Return
*
Business Email
*
Did the corporation hold an annual meeting with shareholders and maintain a record of minutes?
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Yes
No
Was the corporation a C corporation before it elected to be an S corporation?
*
Yes
No
Is the corporation registered with the NC Secretary of State (LLC)
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Yes
No
Unsure
How would you like to file your annual report with the Secretary of State?
*
I would like MACE to file ($99)
I will file myself
Would you like MACE Entrepreneur Solutions to act as your Registered Agent?
*
Yes ($200)
No, a shareholder will be listed as the registered agent
Have you filed the BOI form for your company?
*
No
Yes
What is the BOI Form
I would like MACE to file for the corporation ($500 fee)
Is any shareholder in the corporation a disregarded entity, a partnership, a trust, an S corporation, or an estate?
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Yes
No
Did any foreign or domestic corporation, partnership, trust, tax-exempt organization, individual, or estate own directly or indirectly 50% or more of the profit, loss, or capital of the partnership?
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Yes
No
Did the corporation own directly 20% or more, or own, directly or indirectly, 50% or more of the total stock issued and outstanding of any foreign or domestic corporation?
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Yes
No
Did the corporation own directly an interest of 20% or more, or own, directly or indirectly, an interest of 50% or more in the profit, loss, or capital in any foreign or domestic partnership or in the beneficial interest of a trust?
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Yes
No
Did the corporation have any outstanding shares of restricted stock at the end of the tax year?
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Yes
No
Did the corporation have any outstanding stock options, warrants, or similar instruments at the end of the tax year?
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Yes
No
Did the corporation have any non-shareholder debt that was cancelled, forgiven, or had terms modified to reduce amount of principal (Examples: Loans, Credit Cards, Mortgages, PPP aka paycheck protection program)?
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Yes
No
Was the corporation’s S election terminated or revoked during the year?
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Yes
No
At any time during this tax year, did the corporation (Check all that apply):
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Receive a digital asset (as a reward, award, or payment for property or services)
Sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)
Neither of these apply
At any time during this tax year, did the corporation (Check all that apply):
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Have an interest in a financial account in a foreign country
Have signature authority over a financial account in a foreign country
Neither of these apply
Does the corporation satisfy the following conditions (Check all that apply):
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The corporation's total GROSS receipts for the tax year were LESS than $250,000
The corporation’s TOTAL ASSETS at the end of the tax year were LESS than $1 million
Neither of these apply
Did the corporation pay contractors or any other nonemployees $600 or more via Cash, Check, Venmo, PayPal, Apple Pay, ACH for any services provided for your business?
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No
Yes and I filed all required 1099's
Yes and I did not file all required 1099's
Unsure
Did the corporation pay lawyer's $600 or more for services provided for your business?
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No
Yes and I filed all required 1099's
Yes and I did not file all required 1099's
Unsure
Did the corporation pay rent to anyone for your business?
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No
Yes and I filed all required 1099's
Yes and I did not file all required 1099's
Unsure
Does MACE Entrepreneur Solutions do the bookkeeping for your business?
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No
Yes
No, but I would be interested in getting a quote for your services
Do you have any Income / Expenses / Assets Purchased or Sold that are not included in your books?
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No, I have informed MACE of all the business Income / Expenses / Assets
Yes, I need a space to list out any missing business Income / Expenses / Assets
Did you purchase or sell any Assets during the tax year?
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No
Yes, I need a space to list out assets purchased or sold
S Corporation Business Credits
If answered Yes for any of the below, please provide a statement with details
Did the corporation pay any FICA on employee wages for tips above minimum wage?
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No
Yes
Did the corporation pay expenses to make it accessible by individuals with disabilities?
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No
Yes
Did the corporation own any residential rental buildings providing qualified low-income housing?
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No
Yes
Did the corporation incur any research and experimental expenditures during the tax year?
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No
Yes
Did the corporation have employer pension plan start-up costs?
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No
Yes
Total number of employees in the pension plan
*
Did the corporation pay health insurance premiums for W2 employees?
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No
Yes
Total number of employees for which health insurance premiums were paid?
*
Did the corporation purchase and place in service any electric vehicles or energy efficient commercial building property?
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No
Yes
Was there a distribution of property or a transfer (by sale or death) of a shareholder interest during the tax year?
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No
Yes
Shareholders Ownership Information
REQUIRED
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Name
Title
Address
Ownership percentage
Distributions to shareholder
Shareholder stock basis
U.S. Citizen?
#1
Yes
No
#2
Yes
No
#3
Yes
No
#4
Yes
No
#5
Yes
No
Provide the following information for any shareholder who was an officer or 2% or more owner of the corporation during the year
Shareholder/Officer name
Wages paid
Health insurance premiums paid
Capital contributions from shareholder
Shareholder loans to corporation
Loans repaid by corporation to shareholder
#1
#2
#3
#4
#5
Enter any purchases made with personal accounts and not reimbursed from the company
Item
Date purchased
Cost
Date placed in service
New or used?
#1
New
Used
#2
New
Used
#3
New
Used
#4
New
Used
#5
New
Used
#6
New
Used
#7
New
Used
#8
New
Used
#9
New
Used
#10
New
Used
Business Income / Expenses / Assets Purchased that are not already included in your books
Item
Date purchased
Cost
Date placed in service
New or used?
#1
New
Used
#2
New
Used
#3
New
Used
#4
New
Used
#5
New
Used
#6
New
Used
#7
New
Used
#8
New
Used
#9
New
Used
#10
New
Used
Business Property / Assets Sold or Disposed of that are not already included in your books
Item
Date taken out of service
Date sold
Selling Price / FMV
Trade-in?
#1
Yes
No
#2
Yes
No
#3
Yes
No
#4
Yes
No
#5
Yes
No
Business Property / Assets Purchased
Item
Date purchased
Cost
Date placed in service
New or used?
#1
New
Used
#2
New
Used
#3
New
Used
#4
New
Used
#5
New
Used
#6
New
Used
#7
New
Used
#8
New
Used
#9
New
Used
#10
New
Used
Business Property / Assets Sold or Disposed of
Item
Date taken out of service
Date sold
Selling Price / FMV
Trade-in?
#1
Yes
No
#2
Yes
No
#3
Yes
No
#4
Yes
No
#5
Yes
No
Pass-Through Entity (PTE) Estimated Tax Payments paid by the corporation throughout the year.
State
Amount
Date Paid
#1
#2
#3
#4
Auto Expenses
Both mileage and actual expenses need to be tracked throughout the year, your tax preparer will determine which is the best deduction.
Vehicle #1
Vehicle #2
Vehicle #3
Vehicle #4
Year
Make
Model
Car available for personal use during off-duty hours?
Do you (or your spouse) have any other cars for personal use?
Do you have evidence?
Is your evidence written?
Date car placed in service
Did you purchase, sell or trade for this car this year?
If Yes: Provide a copy of the bill of sale.
Cost of trade-in
Trade-in value
Does this vehicle have a loan on it?
Beginning of year odometer
End of year odometer
Business mileage
Commuting mileage
Other mileage
Fuel
Insurance
Parking fees/tolls
Tag Registration Fees
Repairs & Maintenance
S Corporation Income & Expenses
For Non Bookkeeping Clients ONLY
S Corporation Income (Please upload all 1099-K Forms, 1099-MISC Forms, and 1099-NEC Forms received)
Amount
Gross Sales (Before taxes and fees)
Returns and Refunds
Interest Income (include all 1099-INT Forms)
Dividend income (include all 1099-DIV Forms)
Capital gain/loss (include all 1099-B Forms)
Other income (loss) (include a statement)
S Corporation Expenses
Amount
Accounting
Advertising
Annual corporation fees
Bank charges
Business licenses
Cell Phone
Cell Phone Business Use Percentage
Commissions and fees
Compensation of officers
Computer Software / Apps
Consulting
Contract labor (upload Forms 1099-NEC filed for contractors)
Dues / Subscriptions
Education / Training
Employee benefit programs - Accident Insurance
Employee benefit programs - Dental Insurance
Employee benefit programs - Medical Insurance
Employee benefit programs - Vision Insurance
Employee benefit programs - Retirement Plan - Employer Contributions
Gifts (Limited to $25 per person)
Insurance - Auto
Buildings
Equipment
Liability
Workers Comp
Interest Expense
Janitorial / Cleaning
Job Listing Fees
Legal Fees
Meals - promotional Events, Parties etc.
Meals - with customers or travel
Office Expense
Payroll - Processing Fees
Payroll - Taxes
Payroll - Wages
Guaranteed payments to shareholders
Permits
Postage / Shipping
Printing
Property Taxes
Rent - Building
Rent - Equpment
Repairs / Maintenance
Security
Supplies
Telephone - Land Line
Tools
Travel
Uniforms
Utilities
Waste Removal
Other:
Other:
Other:
Other:
Inventory Value at the beginning of the year (Wholesale Items or Fully Built Products on the shelf)
Purchases of Inventory Items (Wholesale Items Purchased for Retail Sale)
Inventory Value at the end of the year (Wholesale Items or Fully Built Products on the shelf)
Materials and Supplies (Items purchased for direct use in products built)
Cost of Labor (Directly related to product builds)
S Corporation Assets & Liabilities
For Non Bookkeeping Clients ONLY
Year End Assets
Amount
Sum of All Bank Accounts (end of year balance)
Accounts receivable at end of year
Loans to shareholders (Please upload a detailed loan agreement)
Sum of All Mortgages and Loans held by corporation (Owed to the corporation)
Stocks, bonds, and securities (owned by the corporation)
Other current assets owed to the corporation to be paid off within 1 year (include list)
Year End Liabilities
Amount
Accounts payable balance at year end
Payables to be paid off within 1 year (Credit Cards etc.)
Payables to be paid off past 1 year
Mortgages, Loans, Notes Payable (Owed by the corporation)
Loans from shareholders (upload the loan document)
Shareholders' Capital Accounts (Funds invested by the shareholders)
File Upload (Supporting documents i.e. mileage log, bill of sale from vehicle purchase/sale, HUD statements from property purchase/sale)
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*
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*
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