Tax Organizer For 1120S / 1065 Returns

Page 1 of 3 - Taxpayer Info

33%
What Year Is This Tax Organizer Being Completed For?
Is This Corporation Still Operating?
For Which Tax Year Is This Tax Organizer Being Completed?
Corporation's Legal Information
Corporation's Legal Name
Trade Name / DBA's
Corporation's EIN / Tax ID Number
Corporation's Address Corporation's Address
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Phone Phone - ### - ### ####
Email
Shareholder Information

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Name of Shareholder Name of Shareholder First Last
Shareholder SSN
Shareholder % Of Stock Owned
Shareholder #1 Address Shareholder #1 Address
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Additional Shareholder Information

IF APPLICABLE
Name of Shareholder Name of Shareholder First Last
Shareholder SSN
Shareholder % Of Stock Owned
Shareholder Address Shareholder Address
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Name of Shareholder Name of Shareholder First Last
Shareholder SSN
Shareholder % Of Stock Owned
Shareholder #1 Address Shareholder #1 Address
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
If Needed, Use This Space To List The Additional Shareholders Of The Corporation.

Include Name, SSN and Address of each additional Shareholder.

If Not Applicable, Leave Blank.
1099K's Received By The Corporation From Credit Card Processing / Merchant Accounts
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Tax Organizer For 1120S / 1065 Returns

Tax Organizer For 1120S / 1065 Returns

Page 1 of 3 - Taxpayer Info

Corporation's Legal Information

Shareholder Information

Additional Shareholder Information

1099K's Received By The Corporation From Credit Card Processing / Merchant Accounts