S Corporation Organizer

Taxpayer Name *

First

Last

Legal Name of S Corporation *

EIN # *

Upload Prior Year Return *

Click or drag a file to this area to upload.

S Corporation Address

Address Line 1

Address Line 2

City

State

Zip Code

Tax Matters Contact *

First

Last

Contact Title *

Contact phone number *

Did the corporation have a change of business name or address during the year? *

Yes
No

Date of Election as S-Corporation

Date

Time

Principal Business Activity

Principal product or service

Was the primary purpose of the S corporation's activity to realize profit?

Yes
No

Accounting Method

Cash
Accrual
Other

Bookkeeping Software Used

QuickBooks, Wave, Sage, etc.

Bookkeeper Name and Contact Information *

Name or Firm, phone number, and/or email address.

Does the partnership file under a calendar year?

Yes
No

Did the corporation hold an annual meeting with shareholders with a record of minues maintained?

Yes
No

Was the corporation a C corporation before it elected to be an S corporation?

Yes
No

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

Yes
No

Did the corporation own directly 20% or more, or own indirectly, 50% or more of the total stock issued and outstanding of any foreign or domestic corporation?

Yes
No

Did the corporation own directly 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 the trust?

Yes
No

Did the corporation have any outstanding shares of restricted stock at the end of the year?

Yes
No

Did the corporation have any outstanding stock options, warrants, or similar instruments and the end of the year?

Yes
No

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

Yes
No

Was the corporation's S election terminated or revoked during the year?

Yes
No

At any time during the year, did the corporation 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 shareholder interest during the tax year?

Yes
No

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

Yes
No

Were the corporation's total assets at the end of the year less than $250,000?

Yes
No

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

Yes
No

Principal Shareholders Ownership Information

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Name/Title *

Tax ID Number (SSN or EIN)

Address

Ownership percentage

Shareholder stock basis

U.S. Citizen?

How many shareholders were there on the last day of the year?

Shareholders

Layout

Shareholder/Office name *

Wages paid

Health insurance premiums paid

Capital contributions from shareholder

Distributions to shareholder

Shareholder loans to corporation

Loans repaid by corporation to shareholder

Have your books been prepared? *

Yes
No