Partnership Organizer | Go Green Tax

Taxpayer Name *

First

Last

Legal LLC/Partnership Name *

LLC/Partnership EIN *

Date LLC/Partnership Formed *

LLC/Partnership Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

Partnership Type

General Partnership
Limited Partnership
Limited Liability Partnership (LLP)

Contact Name *

First

Last

Email *

Office Phone *

Mobile Phone *

Contact Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

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

Accounting Method

Cash
Accrual
Other

Name and phone number of Bookkeeper *

Bookkeeping Software

QuickBooks Online, etc.

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.

Partnership Agreement

Click or drag a file to this area to upload.

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

1099s Submitted to Contractors

Click or drag a file to this area to upload.

Principal Partners Ownership Information

Layout

Name *

Tax ID Number (SSN or EIN)

Address

Ownership percentage

General or limited partner *

U.S. Citizen?

Have your books been prepared?

Yes
No