S Corporation Organizer S Corporation Please enable JavaScript in your browser to complete this form.Taxpayer Name *FirstLastLegal Name of S Corporation *EIN # *Upload Prior Year Return * Click or drag a file to this area to upload. S Corporation AddressAddress Line 1Address Line 2CityAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeTax Matters Contact *FirstLastContact Title *Contact phone number *Did the corporation have a change of business name or address during the year? *YesNoDate of Election as S-CorporationDateTimePrincipal Business ActivityPrincipal product or serviceWas the primary purpose of the S corporation's activity to realize profit?YesNoAccounting Method Cash AccrualOtherBookkeeping Software UsedQuickBooks, 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?YesNoDid the corporation hold an annual meeting with shareholders with a record of minues maintained?YesNoWas the corporation a C corporation before it elected to be an S corporation?YesNoIs any shareholder in the corporation a disregarded entity, a partnership, a trust, an S corporation, or an estate?YesNoDid 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?YesNoDid 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?YesNoDid the corporation have any outstanding shares of restricted stock at the end of the year?YesNoDid the corporation have any outstanding stock options, warrants, or similar instruments and the end of the year?YesNoDid the partnership have any non-shareholder debt that was cancelled, was forgiven, or had the terms modified to reduce principal amount of debt?YesNoWas the corporation's S election terminated or revoked during the year?YesNoAt any time during the year, did the corporation have an interest in, or signature authority over a financial account in a foreign country?YesNoWas there a distribution of property or a transfer (by sale or death) of a shareholder interest during the tax year?YesNoAre the corporation's total receipts for the tax year less than $250,000?YesNoWere the corporation's total assets at the end of the year less than $250,000?YesNoDid the corporation pay $600 or more to any individual?YesNoPrincipal Shareholders Ownership Information LayoutName/Title *Tax ID Number (SSN or EIN) AddressOwnership percentageShareholder stock basisU.S. Citizen? How many shareholders were there on the last day of the year?Shareholders LayoutShareholder/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? *YesNoSubmit