Business Tax Pro Header Image
Name*
Company Address*

Company Details

Date Business Began*
Example: RT333333 or XT333333
Date Incorporated*
If the company was incorporated in the current tax year, upload Form 2553 or Form 8832.
No File Chosen
File uploads may not work on some mobile devices.
Tax return prepared last year?*
Upload last year's Business Tax Return*
No File Chosen
File uploads may not work on some mobile devices.
Upload EIN verification letter*
No File Chosen
File uploads may not work on some mobile devices.
Select Accounting Method*
Upload Trial Balance Report
No File Chosen
File uploads may not work on some mobile devices.
Upload Profit & Loss Report*
No File Chosen
File uploads may not work on some mobile devices.
Upload Excel spreadsheet of income and expenses*
No File Chosen
File uploads may not work on some mobile devices.

Shareholder 1

Is Shareholder 1 an individual or an entity (ex. a corporation, estate, partnership, trust, etc.)?*
Name of Shareholder 1*
Shareholder's Address*

Shareholder 2

Is Shareholder 2 an individual or an entity (ex. a corporation, estate, partnership, trust, etc.)?*
Name of Shareholder 2*
Shareholder's Address*

Shareholder 3

Is Shareholder 3 an individual or an entity (ex. a corporation, estate, partnership, trust, etc.)?*
Name of Shareholder 3*
Shareholder's Address*

Shareholder 4

Is Shareholder 4 an individual or an entity (ex. a corporation, estate, partnership, trust, etc.)?*
Name of Shareholder 4*
Shareholder's Address*

Shareholder 5

Is Shareholder 5 an individual or an entity (ex. a corporation, estate, partnership, trust, etc.)?*
Name of Shareholder 5*
Shareholder's Address*
Upload Information for Additional Shareholders
No File Chosen
File uploads may not work on some mobile devices.

Partner 1

Is Partner 1 an individual or an entity (ex. a corporation, estate, partnership, trust, etc.)?
Name of Partner 1*
Partner's Address*

Partner 2

Is Partner 2 an individual or an entity (ex. a corporation, estate, partnership, trust, etc.)?*
Name of Partner 2*
Partner's Address*

Partner 3

Is Partner 3 an individual or an entity (ex. a corporation, estate, partnership, trust, etc.)?*
Name of Partner 3*
Partner's Address*

Partner 4

Is Partner 4 an individual or an entity (ex. a corporation, estate, partnership, trust, etc.)?*
Name of Partner 4*
Partner's Address*
Upload information of additional partners*
No File Chosen
File uploads may not work on some mobile devices.

Additional Information

Did the company make any payments that would require it to file Form 1099?*
U.S. contractors that you paid $600 or more during the tax year. Vendors are excluded.
Have you or will you file Form 1099?*
At the end of the tax year, did the company have any outstanding shares of restricted stock?*
Is the company a member of a controlled group?*
At the end of the tax year, did any foreign or domestic individual, partnership, corporation, estate or trust at the end of year own directly 20%, or indirectly 50%, or more of of the company's voting stock?*
At any time during the tax year, did one foreign person own, directly or indirectly, at least 25% of the total voting power of all classes of the corporation's stock?*
Did the company at the end of year own, directly or indirectly, 50% or more of a domestic or foreign corporation?*
During the tax year, did the company pay dividends in excess of the company's current and accumulated earnings and profits?*
During the tax year, did the company have an 80% or more change in ownership, including a change due to redemption of its own stock?*
During the tax year, was the corporation a U.S. shareholder of any controlled foreign corporation?*
During the tax year, did the company have any non-shareholder debt that was canceled, forgiven, or had the terms modified so as to reduce the principal amount of the debt?*
Cancel
Confirm