Home » Business Tax Organizer Tax Year*Select the tax year for this organizer 2025 2024 2023 Business Name*Business Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÃ…land Islands Country Mailing Address (if different) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÃ…land Islands Country Phone*Business Email*This address will be used to receive correspondence related to the return and to setup your SmartVault account. State of Formation*This is the state where you formed your company. It may not be the same as your state of domicile (e.g. if you are a Delaware corporation, but located in New York). AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificState of Domicile*This is the state where your company conducts all or most of its business or where its headquarters is located. It is usually, but not always, the same as your state of formation. AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificOther StatesPlease list any other states where you know or suspect you may have a filing obligation (i.e. nexus). These may include states where you had facilities, employees, assets, or significant sales (by amount or percentage) during the tax year.Federal EIN*State Tax ID Number(s)*Tax Classification*CorporationS CorporationPartnershipSole ProprietorshipNot for ProfitTrustEstateName of person who will sign the return* First Last SSN of person who will sign the return*The IRS requires this information for some returns to help protect against identity theft.Would you like to opt-out of the centralized partnership audit regime?*Certain partnerships may opt out of the centralized audit regime. Opting out means that the IRS will revert to the pre-2018 partnership audit rules, which may be beneficial under certain circumstances.YesNoNot surePartnership Representative*The partnership representative is the person who will represent the partnership in audits under the centralized audit regime that applies to tax years beginning after December 31, 2017. First Last SSN or EIN of Partnership Representative*Telephone Number of Partnership Representative*E-Mail Address of Partnership Representative*Did organization have any foreign financial accounts during the tax year?* Yes No Did organization pay compensation to any employee or contractor during the tax year?* Yes No If so, how many W2 forms did the company issue for the tax year?*The IRS requires this information for some returns to help prevent identity theft. If a partnership, did organization issue a W-2 form to any person who was a partner during the year?* Yes No If a partnership, did organization make guaranteed payments to any partner for use services or use of capital?*A "guaranteed payment" is an amount paid to one or more partners for services rendered to the partnership or for use of capital (i.e. interest payments on capital contributions- this is not common). A payment made to a person who is not a partner is not a guaranteed payment. Yes No Guaranteed Payments*Please list total guaranteed payment amount and purpose by recipient. Certain payments made to partners in exchange for services or the use of capital must be reported on Schedule K-1, not on Forms 1099 or W2. Would you like us to prepare 1099 forms for you for the year of your tax filing?*The IRS requires most 1099 forms to be filed and provided to recipients by January 31 of the following year. Yes No Did your company incur expenses which may qualify for the Credit for Increasing Research Activities?*The research credit is generally allowed for expenses paid or incurred for qualified research. This research must be undertaken for discovering information that is technological in nature, and its application must be intended for use in developing a new or improved business component of the taxpayer. In addition, substantially all of the activities of the research must be elements of a process of experimentation relating to a new or improved function, performance, reliability, or quality. All of the research activities must be applied separately with respect to each business component of the taxpayer.YesNoDid your company incur startup expenses for a pension or other retirement benefit plan during the tax year?*Some companies may claim a tax credit for pension startup costs. The credit is available even if the company itself is not a startup.YesNoDoes your company offer a group health insurance plan for which you pay all or part of the premiums for employees?*Some companies may claim a tax credit for health insurance premiums paid on behalf of employees.YesNoDoes your company offer paid family and medical leave?*Some companies may claim a tax credit for paid family and medical leave taken by employees during the tax year.YesNoWould you like to authorize us to receive correspondence from the IRS on your behalf?*This instruction requires completion of IRS Form 2848 (Power of Attorney) for the current tax year, and may be subject to an additional service charge. See your engagement letter for more information.YesNoWould you like to schedule a time to review your return with the preparer prior to filing?*YesNoUpload prior year tax return (if we did not complete) Drop files here or Select files Max. file size: 2 GB. Upload company trial balance Drop files here or Select files Max. file size: 2 GB. Upload company income / profit & loss statement Drop files here or Select files Max. file size: 2 GB. Upload company balance sheet Drop files here or Select files Max. file size: 2 GB. Upload listing of contributions made by / distributions to partners or shareholders during the tax yearContributions and distributions may be made both in cash or in other property. For contributions and distributions of property, please notate the partner's basis and the partnership's basis, if applicable. Drop files here or Select files Max. file size: 2 GB. Upload fixed asset listingThe fixed asset listing should include the name of the asset, original purchase price, date put into operation, and prior depreciation taken (if any). Drop files here or Select files Max. file size: 2 GB. Upload company capitalization table*For a corporation, this must include name, SSN/EIN, nationality, and address for shareholders who directly or indirectly held 20% or more of outstanding stock as of the end of the tax year. For partnerships and sub-chapter S corporations, this must include the name, EIN/SSN, address, amount of contributions made by or distributions made during the year, and distributive percentage of profit / loss / capital for each partner or shareholder of record during the year. Drop files here or Select files Max. file size: 2 GB. Upload partnership or membership agreementPlease provide the organization's partnership or membership agreement, if available. This information helps us confirm the distributive shares of tax attributes to be allocated to each partner. Drop files here or Select files Max. file size: 2 GB. CAPTCHA Δ