S Corporation Organizer

Taxpayer Name*

First Last

Legal Name of S Corporation*

EIN #*

S Corporation Address

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

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*

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

Name of Bookkeeper*

Does the partnership file under a calendar year?

Yes
No

What is the fiscal year?

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

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

Drop files here or

Principal Shareholders Ownership Information

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

Provide the following information for any shareholder who has an office or 2% or more owner of the corporation during the year.

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

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.

S Corporation 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

S Corporation Cost of Goods Sold

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

S Corporation Expenses

Advertising	Annual corporation fees	Bad debts	Bank charges	Business (in town) meals	Business licenses	Cleaning/janitorial	Commissions and fees	Compensation of officers	Contract labor (upload Froms 1099-MISC)

S Corporation Expenses

Employee benefit programs	Entertainment	Health care plans - employee	Health care plans - shareholder	Insurance (other than health insurance)	Interest - business credit cards	Interest - business loans/credit lines	Interest - mortgage	Internet service	Legal and professional services

S Corporation Expenses

Management fees	Office supplies	Organization costs	Pension and profit sharing plans - employee	Pension and profit sharing plans - shareholder	Professional education and training	Rent or lease - care, machinery, equipment	Rent or lease - other business property	Rent paid	Repairs and maintenance

S Corporation Expenses

Taxes - payroll	Taxes - property	Taxes - sales	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?

S Corporation Business Credits

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

Yes
No

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

Yes
No

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

Yes
No

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

Yes
No

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

Yes
No

Total number of employees

Did the corporation 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.