Partnership Tax Intake

Business Info

Business Name *

Business EIN *

Business Address *

City *

State *

Postal code *

Type of Corporation *

S Corp
C Corp
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State of Incorporation *

Date Partnership Began *

Principal Business Activity *

Fiscal Year End Date *

Partner Details

Primary Contact Name *

Email *

Phone *

Partner 1- Name *

Partner - 1 SSN *

% of Ownership

Contributions - Parner 1 *

Partner - 1 roles *

Managing
Passive
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Partner 2 - Name *

Partner - 2 SSN *

% of Ownerships *

Contributions - Parner 2

Partner - 2 roles *

Managing
Passive
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Financial Details

Gross receipts/sales for the year *

Total Expenses *

Did the business pay payroll or contractors? *

Yes
No
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Any assets sold or depreciated? *

Estimated net income or loss *

Have W-2s been filed? *

Yes
No
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Do you have an existing bookkeeping system? *

Yes
No
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Upload Section

Prior year’s Return

Profit & Loss and Balance Sheet

EIN confirmation letter

Supporting documents for any major deductions, credits, or sales

Payroll reports and W-2s

IRS correspondence (CP notices, audit letters, etc.)

State registration certificate (if filing state return)

Terms *

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Today's Date *

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