S Corporation Tax Organizer

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1 S Corporation Tax Organizer CLIENT INFORMATION S Corporation Name: Date of Incorporation: EIN#: Best Phone#: Corporate Address: Tax Period City: State: ZIP Code: What date was the corporation first authorized to do business in resident state: Tax Maters Contact #: Tax Matters Name: Tax Maters Contact #: Address: Tax Maters Tax ID #: City: State: CLIENT INSTRUCTIONS Please provide an end of the year balance sheet and profit and loss statement. If you have a QuickBooks file or Excel file, you can the file to or print out and fax or send a standard Profit & Loss and standard Balance Sheet. In addition, please provide the following information: This Organizer is provided to help you gather and organize information relating to preparation of your Corporate income tax returns. Where indicated, we have provided additional worksheets and other Specialized organizers where you can provide additional important information. Please provide us with a copy of the corporation s tax returns for the past 3 years if you are a first time client of Novellus Financial If you have employees, please bring copies of the following documents: o Form W-3 (This form is filed with W-2s to report total annual payroll) o Federal Form 940 (FUTA) Calendar year o Federal Form 941 (FICA) quarterly reports for periods ending 3/31, 6/30, 9/30 and 12/31 o State Combined quarterly reports for periods ending 3/31, 6/30, 9/30 and 12/31 If you would like our accounting staff to prepare a business profit and loss for you, we will need you to provide us with the following documents: o Business bank statements for all months of the year o Credit card statements (for business-use credit cards) o Receipts for cash purchases not shown on bank or credit card statements o Checkbook register (please identify all checks by entering an expense category in the memo section) To minimize accounting and bookkeeping errors and costs, we strongly recommend you do not mix personal and business expenses. You may transfer funds to and from your corporate and personal accounts. o Identify a personal withdrawal of funds from your business account as Shareholder Distribution o Identify a deposit of personal funds to your business account as Shareholder Contribution o If contributions and distributions were made for more than one shareholder during the year, provide separate information for each shareholder. If you made payments of $600 or more during the year to an individual, attorney or an unincorporated business such as an LLC, a sole-proprietor or landlord, you must issue Forms 1099-MISC to these businesses or individuals. Did you issue Forms 1099-MISC where so required? Yes No If not, do you want us to prepare Forms 1099-MISC for you? Yes No

2 INCOME What were the business gross receipts or sales for the year? What portion of receipts were reported on Form k? What portion of gross sales listed above were refunded or returned? What were the gross receipts from rental property owned by the corporation? (Do not include rental income in gross receipts for the business activity) Did the Corporation have any other income from this business activity not included in gross receipts, interest or capital gains? If yes, please describe: OTHER STATE INCOME Did the corporation have income from more than one state? yes no If yes, please list states and amount of income: Name Tax ID #/SSN MAJOR SHAREHOLDERS Shareholder # shares year start # shares year end Address Date of share ownership change Total Number of shareholders at year end: Name Wages Paid Total Number of shares at year end : PLEASE COMPLETE INFORMATION FOR 2% OR MORE OWNERS Capital Distributions Shareholder Health Contributions made to the loans to the Insurance Made by the shareholder corporation Premiums Paid shareholder during the year during the year during the year Loans repaid by the Corporation to the shareholder during the year DOCUMENT CHECKLIST Item Question Status 1 Can you provide copies of correspondence with tax authorities regarding changes to prior year returns. Status: Done N/A 2 Is this the Corporation s first year as an s corporation? Status: yes no 3 Did the Corporation have a change of business name during the year? Status: yes no 4 What is the principal business activity of the Corporation? 5 Details of changes in stock ownership. Status: Done N/A

3 6 7 8 For each shareholder provide ID#, compensation, percentage of ownership, time devoted to business, date ownership acquired and detail of distributions received Status: Done N/A Schedule of all fringe benefits paid on behalf of more than 2% shareholders and indicate which benefits have been included in their Form W- 2. Status: Done N/A Schedule of loans to/from shareholders, officers and related parties including interest rates and payment schedules. Status: Done N/A 9 Schedule of built- in gains. Status: Done N/A Detailed analysis of entries in prepaid, accrued, and income tax expense 10 accounts, including dates and amounts of all federal, state and local income tax payments and refunds. Status: Done N/A 11 Copies of Forms 1099, 941, 940, 5500, 1042 and W- 2 that have been filed. Status: Done N/A 12 Schedule of all interest and dividend income. Status: Done N/A 13 Schedule of assets acquired and/or sold during the year including date acquired, date sold sales or purchase price, including any trade- in allowance. Status: Done N/A 14 Copy of the inventory uniform capitalization computation. Status: Done N/A 15 Schedule of owner/shareholder contributions. Status: Done N/A 16 Detail of any lobbying expenses. Status: Done N/A 17 Schedule of any club dues paid. Status: Done N/A 18 List expenses such as penalties and life insurance premiums. Status: Done N/A 19 Vehicle and mileage data for company- owned passenger vehicles. Status: Done N/A 20 Details of miscellaneous income/expense accounts. Status: Done N/A 21 Furnish total of meal and entertainment expenses. Status: Done N/A 22 List each type of trade or business activity or rental activity and indicate the date started or acquired. Status: Done N/A 23 Were there activities conducted states other than resident state? Status: yes no 24 Was the Corporation s s- election terminated or revoked during the year? Status: yes no 25 Did the Corporation purchase a plug-in electric vehicle in 2012? Status: yes no 26 Did the Corporation pay wages to any employees who were members of a targeted group? Status: yes no 27 Did the Corporation initiate a new 401K plan during the year? Status: yes no 28 Did the Corporation pay for disabled access equipment or improvements during the year? Status: yes no 29 Did the Corporation provide for or reimburse employees for childcare expenses during the year? Status: yes no 30 Did the Corporation make energy-efficiency improvements? Status: yes no

4 31 Did the Corporation manufacture or build a product inside the United States? If so, the following additional information will be needed to complete the Corporation s return: Gross receipts from sales of domestically produced product Cost of domestically produced goods Expenses, deductions or losses directly allocable to the domestic product Expenses, deductions or losses indirectly allocable to the domestic product. Wages paid for the year. Status: yes no COST OF GOODS SOLD (COGS) Business such as restaurants, retail sales and manufacturing generally must account for COGS. COGS includes all costs associated with manufacturing a product or purchasing a product for resale. 1 Do you manufacture or produce a produce for sale to customers? Status: yes no 2 Do you operate a wholesale or retail business where you maintain an inventory of goods? Status: yes no 3 Did you change your method of counting inventory during the year? Status: yes no 4 What was your opening cost of inventory on the first day of the year? 5 What were your purchases of product (less cost of items withdrawn for personal use)? 6 What was your cost of labor related to sale or production of goods held for sale? 7 What was your cost of materials and supplies used in manufacture or sales production? 8 Other costs of goods not listed above (list separately) 9 Closing inventory at end of year? BUSINESS USE OF AUTOMOBILE Documentation must be kept to prove business use of Corporation-owned or shareholder-owned vehicles. If a shareholder or an employee used his or her automobile for active conduct of Corporation business: o The Corporation can provide reimbursement for actual operational expenses of the vehicle or it can reimburse using an allowable standard mileage rate. o A written log or other record must be maintained and submitted to the Corporation. o For each shareholder or employee for whom the Corporation paid auto-expense reimbursements during the year, the Corporation should maintain a written record of the expenses incurred and the reimbursements paid. The Corporation may claim actual operational expenses incurred for vehicles that are owned by the Corporation. o Proof of business use in the form of a mileage log or a written calendar must be maintained unless it can be shown the vehicle was 100% business use. o If the business provided a vehicle for employee use, complete Section B below. For any vehicle that was used by a 5% or more owner of the business, additional information must be reported to IRS. Complete Section A shown below. Section A: Enter information for shareholders that owned more than 5% Purchase date of vehicle? Make /Model/year

5 Date vehicle was first used in business For this tax year only, enter the number of miles your vehicle was used for the following: Business miles (not commute) Commuting miles Personal Miles Interest paid on auto loan used to purchase this vehicle Was the vehicle available for personal use? yes no Is another personal-use auto available? yes no Was the standard mileage rate used last year? yes no Was the vehicle used primarily by a 5% or more owner of the Corporation? yes no Section B: Questions for Corporations Providing Vehicles For Use By Employees Does the Corporation maintain a written policy prohibiting all personal use of company vehicles? yes no Does the Corporation maintain a written policy prohibiting all use except commuting? yes no Does the Corporation treat all use of vehicles by employee as personal use? yes no Total Mileage reimbursement amount paid to shareholders and employees for the year $ BUSINESS EXPENSES Advertising $ Professional education/ training Auto (complete worksheet) Rent (1099-misc required) Bank fees and Charges Rent or lease (vehicles, machinery, and equipment) Cell Phone Repairs and maintenance Commissions and fees Software (Depreciation worksheet) Computers, equipment, furniture(complete depreciation Supplies and small tools worksheet) Contract labor (need to issue 1099 if >$600 to individual) Taxes- Local & Business licenses Dues and Subscriptions Taxes- Payroll (941, 940 & state) Employee benefit programs Taxes- other business Health insurance (employee) Annual business fees Health insurance (family) Telephone expense (do not include personal home line) Insurance (other than health) Travel (please complete work sheet) Internet service Utilities (Do not include home office) Interest- Mortgage (business not home) Wages (W2s issued to employees) Provide copies of w3, annual 940 & quarterly 941 reports. Interest business credit cards OTHER EXPENSES Interest business loans/credit line Laundry/cleaning/janitorial Legal and professional services Local (in town) meals (Enter travel meal expense on Page 3) Entertainment Merchant Credit Card Fees

6 Office Expense Parking & Tolls Postage & Shipping ASSET DEPRECIATION You must report the purchase and disposition of all assets you used in your business. For each asset bought or sold, provide the following information: Assets Bought During the Year Assets Sold During the Year Description Date Purchased Cost Description Date Sold Sales Price TRAVEL EXPENSE WORKSHEET Meal Per Diem (Important facts) For each day a 2% shareholder of the company traveled away from home for business outside the metro area, the Corporation may claim the actual cost of shareholder lodging and meals. For meals only, the Corporation may reimburse the shareholder a daily per diem amount instead of actual costs. For each day a non-shareholder employee of the company traveled away from home for business outside the metro area, the Corporation may choose between claiming the actual cost of employee meals and lodging; or it can reimburse the employee a daily per diem amount for meals and lodging. The daily per diem amount varies depending on the city and country the employee traveled to. To calculate the per diem amount the Corporation is entitled to reimburse, provide a detailing of each city the employee travelled to for business during the year and the number of days in each city. The Corporation can alternate between actual expenses and the per diem method for each business trip; however it may not use both per diem and actual for the same business trip. The Corporation may reimburse a partial per diem if an employee or shareholder traveled outside metro area for less than a full day. CITY VISITED (FOR PER DIEM) # DAYS IN CITY CITY VISITED #DAYS IN CITY Airfare Bus, train, taxi Entertainment Lodging Parking & Tolls OTHER EXPENSES

7 Meals- actual (do not include cost of meals where you are claiming the daily per diem rate) BUSINESS USE OF HOME Did you use a portion of your home for regular and exclusive business use? yes no If yes, please provide the following additional information: 1 Purchase price, cost of improvements, and land value? 2 Area of home used exclusively for business? 3 Total area of home? yes no 4 Did you claim office-in-home expenses last year? yes no 5 Deductible mortgage interest paid? (entire home) 6 Real estate taxes paid (for entire home) 7 Insurance paid (for entire home) 8 Rent paid (for entire home) 9 Repairs and maintenance (for entire home) 10 Repairs and maintenance (for business use area only) 11 Utilities 12 Other expenses (describe) 13 Date you first used your home for business (month and year) 14 Did you live in your home all year? yes no ASSET DEPRECIATION You must report the purchase and disposition of all assets you used in your business. For each asset bought or sold, provide the following information: Assets Bought During the Year Assets Sold During the Year Description Date Purchased Cost Description Date Sold Sales Price SALE OF STOCK, REAL ESTATE OR OTHER PROPERTY Please attach copies of year-end brokerage statements relating to stock sales If real estate was sold during the year, provide copies of closing papers

8 Description Date Purchased Cost Description Date Sold Sales Price INTEREST AND DIVIDEND WORKSHEET Please attach copies of all interest and dividend statements the Corporation received for the year. If the Corporation received interest payments under a seller financed mortgage, we will need the name, address and SSN or EIN of the party making payments. For each payer of interest or dividends, enter the total interest or dividend amount received. Name of Bank Interest Received Name of Corporation Dividends received S CORPORATION BALANCE SHEET If the Corporation gross receipts and/or assets at the end of the year were greater than $250,000 the following information must be provided to the IRS. Even if the Corporation is not required to provide this information, we request you provide it if possible. Assets at year end Debts and Equity at year- end Bank account end of year balance Accounts Payable at year end Accounts receivable at the end of the year Payables less than 1 year Loans to shareholders Payables more than 1 year Mortgages and loans held by Corporation Capital Stock Stocks, bonds and securities Loans from shareholders Other Retained Earnings

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