Download this template to help you gather tax information for your C Corporation, S Corporation or Partnership.
Some information you will need include:
Your entity information, such as business code, start date, incorporation date
Principal Shareholders or Partners and their Tax ID numbers
If this is your first year of existence:
A copy of the state incorporation or partnership agreement
A copy of the letter received from the IRS after filing SS-4 showing Entity EIN number & official name
If an S-Corp, the filed IRS Form 2553 - Election, & copy of IRS acceptance letter allowing S-Corp status
Collect all documents that apply to your business:
Asset additions and changes
Notes, Loans and mortgages held either in assets or liabilities
Capital/Cash contributions to the business by shareholder or partner
Capital/Cash distributions to shareholders or partners
Non-standard contributions or distributions
Employer and officer payroll information
Final Bank statement or bank reconsolidation showing cash in bank
Real property loan and real estate information
If the business employed independent contractors or made payment to unincorporated services/suppliers, provide copies of 1099-Misc issued.
If any shareholders or partners are residents of states not where business located or reside outside the US, provide details. There may be withholding requirements.
