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 Country

Mailing Address (if different)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code 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).

State 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.

Other States

Please 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*

Name 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.

Partnership 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.

Did 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.

Does 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.

Does 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.

Would 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.

Would you like to schedule a time to review your return with the preparer prior to filing?*

Upload prior year tax return (if we did not complete)

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Max. file size: 2 GB.

Upload company trial balance

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Max. file size: 2 GB.

Upload company income / profit & loss statement

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Max. file size: 2 GB.

Upload company balance sheet

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Max. file size: 2 GB.

Upload listing of contributions made by / distributions to partners or shareholders during the tax year

Contributions 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.

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Max. file size: 2 GB.

Upload fixed asset listing

The fixed asset listing should include the name of the asset, original purchase price, date put into operation, and prior depreciation taken (if any).

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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.

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Max. file size: 2 GB.

Upload partnership or membership agreement

Please 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

Max. file size: 2 GB.

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