Download this template to help you gather tax information for your C Corporation, S Corporation, or Partnership.
Some information you will need includes:
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, & a 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 shareholders 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 a bank
Real property loan and real estate information
If the business employed independent contractors or made payments to unincorporated services/suppliers, provide copies of the 1099-Misc issued.
If any shareholders or partners are residents of states not where the business is located or reside outside the US, provide details. There may be withholding requirements.
