Partnership Organizer - GO Green Tax

Taxpayer Name

First Last

Legal LLC/Partnership Name*

LLC/Partnership EIN*

Date LLC/Partnership Formed*

LLC/Partnership Mailing Address*

Street Address City State / Province / Region ZIP / Postal Code Country

Partnership Type*

General Partnership
Limited Partnership
Limited Liability Partnership (LLP)

Contact Name

First Last

Email

Office Phone

Mobile Phone

Contact Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Principal Business Acitivity

Principal product or service

Was the primary purpose of the partnership activity to realize profit?

Yes
No

Has the partnership reported any losses in prior years?

Yes
No

Does the partnership file under a calendar year?

Yes
No

What is the fiscal year?

Accounting Method

Cash
Accrual

Name of Bookkeeper*

Is there a written partnership agreement?

Yes
No

If this is the first year of the partnership's existence, please provide a copy of the written partnership agreement.

Are all partners actively participating in the business?

Yes
No

Is any partner in the partnership a disregarded entity, a partnership, a trust, an S corporation, or an estate?

Yes
No

Is the partnership a partner in another partnership?

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?

Yes
No

Did the partnership own directly 20% or more, or own indirectly, 50% ore more of the total voting power of all classes of stock entitled to vote of any foreign or domestic corporation?

Yes
No

Did the partnership have any debt that was cancelled, was forgiven, or had the terms modified to reduce principal amount of debt?

Yes
No

At any time during the year, did the partnership have an interest in, or signature authority over a financial account in a foreign country?

Yes
No

Was there a distribution of property or a transfer (by sale or death) of a partnership interest during the tax year?

Yes
No

Are the partnership's total receipts for the tax year less than $250,000?

Yes
No

Are the partnership's total assets at the end of the year less than $1 million?

Yes
No

Did the partnership pay $600 or more to any individual?

Yes
No

Upload a copy of Form 1099-MISC for each individual paid more than $600.

Drop files here or

Principal Partners Ownership Information

Name	Tax ID Number (SSN or EIN)	Address	Ownership percentage	General or limited partner*	U.S. Citizen?

*A General Partner is a partner who is personally liable for partnership debts. A Limited Partner's personal liability debts is limited to amount of money/other property contributed or required to contribute to the partnership.

Have your books been prepared?*

Yes
No

If you don't have a set of books completed, we will need the additional information below completed. The information will help us successfully complete your return.

Partnership Income

Gross receipts or sales	Returns and allowances	Interest income (upload all 1099-INT Forms)	Dividends income (upload all 1099-DIV Forms)	Capital gain/loss (upload all 1099-B Forms)	Other income (loss) (include a statement)

Upload all Forms 1099-K received.

1099-INT

Drop files here or

1099-INT

Drop files here or

1099-DIV

Drop files here or

1099-B

Drop files here or

Partnership Cost of Goods Sold

Inventory at beginning of year	Purchases	Cost of labor	Materials and supplies	inventory at end of the year

Partnership Expenses

Advertising	Bad debts	Bank charges	Business licenses	Commissions and fees	Contract labor	Employee benefit programs	Employee health care plans	Entertainment and business meals	Gifts

Partnership Expenses

Guaranteed payments to partners	Insurance (other than health insurance)	Interest - mortgage	Interest - other	Internet service	Legal and professional services	Management fees	Office supplies	Organization costs	Pension and profit sharing plans

Partnership Expenses

Rent or lease - care, machinery, equipment	Rent or lease - other business property	Repairs and maintenance	Taxes - payroll	Taxes - property	Taxes - sales	Taxes - state	Telephone	Utilities	Wages	Other expense	Other expense

Equipment Purchases

Enter the following information for depreciable assets purchased that have useful life greater than a year.

Asset	Date purchased	Cost	Date placed in service	New or used?

Equipment sold or disposed of during year

Asset	Date out of service	Date sold	Selling price/FMV	Trade-in?

Partnership Business Credits

Did the business pay expenses to make it accessible by individuals with disabilities?*

Yes
No

Did the business pay any FICA on employee wages for tips above minimum wage?*

Yes
No

Did the business own any residential rental buildings providing qualified low-income housing?

Yes
No

Did the business incur any research and experimental expenditures during the tax year?

Yes
No

Did the business have employer pension plan start-up costs?

Yes
No

Total number of employees

Did the business pay health insurance premiums for employees?

Yes
No

Total number of employees

Partnership Business Credits

Provide a statement with details for any questions answered YES.