S Corporation Organizer S Corporation Taxpayer Name* First Last Legal Name of S Corporation*EIN #*S Corporation Address Street Address City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Tax Matters Contact First Last Contact TitleContact phone numberDid the corporation have a change of business name or address during the year?YesNoDate of Election as S-Corporation* Date Format: MM slash DD slash YYYY Principal Business ActivityPrincipal product or serviceWas the primary purpose of the S corporation's activity to realize profit?YesNoAccounting MethodCashAccrualName of Bookkeeper*Does the partnership file under a calendar year?YesNoWhat is the fiscal year?Did 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?YesNoUpload a copy of Form 1099-MISC for each individual paid more than $600. Drop files here or Principal Shareholders Ownership InformationName/TitleTax ID Number (SSN or EIN)AddressOwnership percentageShareholder stock basisU.S. Citizen? How many shareholders were there on the last day of the year?ShareholdersProvide the following information for any shareholder who has an office or 2% or more owner of the corporation during the year.Shareholder/Office nameWages paidHealth insurance premiums paidCapital contributions from shareholderDistributions to shareholderShareholder loans to corporationLoans repaid by corporation to shareholder Have your books been prepared?*YesNoIf 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 IncomeGross receipts or salesReturns and allowancesInterest 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 SoldInventory at beginning of yearPurchasesCost of laborMaterials and suppliesInventory at end of the year S Corporation ExpensesS Corporation ExpensesAdvertisingAnnual corporation feesBad debtsBank chargesBusiness (in town) mealsBusiness licensesCleaning/janitorialCommissions and feesCompensation of officersContract labor (upload Froms 1099-MISC) S Corporation ExpensesEmployee benefit programsEntertainmentHealth care plans - employeeHealth care plans - shareholderInsurance (other than health insurance)Interest - business credit cardsInterest - business loans/credit linesInterest - mortgageInternet serviceLegal and professional services S Corporation ExpensesManagement feesOffice suppliesOrganization costsPension and profit sharing plans - employeePension and profit sharing plans - shareholderProfessional education and trainingRent or lease - care, machinery, equipmentRent or lease - other business propertyRent paidRepairs and maintenance S Corporation ExpensesTaxes - payrollTaxes - propertyTaxes - salesTelephoneUtilitiesWagesOther expenseOther expense Equipment PurchasesEquipment PurchasesEnter the following information for depreciable assets purchased that have useful life greater than a year.AssetDate purchasedCostDate placed in serviceNew or used? Equipment sold or disposed of during yearAssetDate out of serviceDate soldSelling price/FMVTrade-in? S Corporation Business CreditsDid the corporation pay expenses to make it accessible by individuals with disabilities?*YesNoDid the corporation pay any FICA on employee wages for tips above minimum wage?*YesNoDid the corporation own any residential rental buildings providing qualified low-income housing?YesNoDid the corporation incur any research and experimental expenditures during the tax year?YesNoDid the corporation have employer pension plan start-up costs?YesNoTotal number of employeesDid the corporation pay health insurance premiums for employees?YesNoTotal number of employeesPartnership Business CreditsProvide a statement with details for any questions answered YES.