C-Corporation Form 1120 Information Request
Please complete this form to the best of your ability to ensure we complete your tax return on time.
Your Full Name
Email Address
Your Phone Number
Name of Your Company
Your Business Adress
What is the principle business activity of the company?
Please explain the ownership of the company
Is the business more than 25% foreign (non-US) owned?
Check this box if ownership was changed during the year?
Yes
No
In Which state was your company incorporated? Do you do business outside of your home state?
If you did business outside your home state, we would need a breakdown of sales, payroll and assets by state.
Did the business engage in any new activities or enter new markets during the year? If yes, please explain
Did you send us your 2022 tax returns?
Yes
No
Did you send us your 2023 financial statements?
Yes
No
Did you run payroll and issue Forms W-2 for your employees?
Yes
No
If yes provide the W-2 and W-3s from your payroll provider and check the box
Yes
No
The owners contributed money or assets to the company during the year?
Yes
No
The company distributed any money or assets to its owners during the year?
Yes
No
These distributions were considered dividend payments
Yes
No
The contributions / Distributions were properly accounted for in the financial statements
Yes
No
Did the business make any dividend, interest, royalty or other US source payment(s) to foreign person(s)?
Yes
No
Unsure
Click YES if the company had any debt that was canceled, was forgiven, or had the terms modified so as to reduce the principal amount of the debt during the tax year?
Yes
No
Click YES if the company have any investments which are not reported in the financial statement
Yes
No
Click YES if you purchase assets during the year
Yes
No
The box if you sold assets during the year
Yes
No
The company file any Forms 1099?
Yes
No
Did you make any payments in 2023 that would require you to file Form(s) 1099?
Yes
No
The company involved or holding any digital currencies
Yes
No
At any time during calendar year 2023, the company had an interest in or a signature or other authority over a financial account in a foreign country?
Yes
No
Click YES if at any time during the tax year, did the company receive a distribution form, or was it the grantor of, or transferor to, a foreign trust?
Yes
No
List the estimated taxes paid during 2023 with date of payment
Does the corporation engage in any rental or other passive activities? If yes, provide details.
Did the corporation discontinue operations this year? If yes, provide details.
Has the business updated its minute book for the year? If yes, provide a copy.
Yes
No
Unsure
Did the company issue any forms 1099-MISC and 1099-NEC?
Yes
No (I did not have any contractors that I paid more than $600)
No (I did have contractors that I paid over $600, but I did not file the necessary 1099-NEC/1099-MISC)
During this taxable year, did the corporation pay dividends? (If yes, enter or attach a schedule reflecting date paid, amount, and form of payment (cash, other)
Did the business purchase or sell a business or business segment during the year? If yes, provide a copy of the contract or agreement.
Yes
No
Did the corporation have loans to or from shareholder(s) and other related parties during the tax year? (If yes, provide a schedule indicating the amount of the loan, date of transaction, interest rate and payments)
Does the corporation own or lease any passenger vehicles? (If yes, provide the following information for each vehicle vehicle description, date placed in service, total miles, business miles, Average daily round trip commuting distance, Commuting miles, Other personal miles)
Were there any depreciable assets placed in service? (If so, please provide asset description, date placed in service, cost, any other information that would be important, and whether or not you elect the Section 179 deduction for this year for these assets)
At any time during 2023, did the company have an interest in or a signature or other authority over a bank or other financial account in a foreign country? (ANY country other than the U.S. is a foreign country. Foreign accounts include life insurance, annuities, retirement accounts, and many others.
Please attach your 2023 financial statements, new asset details, ownership chart, distribution details, state sales and payroll apportionment details, Forms W2 or any other documents we may need. Please also attach the 2022 Tax Returns and financial statements if we did not prepare them.
Is there anything else we should know?
Submit
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