business

Tax Returns - S Corp/ C Corp/ Partnership

Business Financial Statements

This form is designated only for businesses that are required file their Corporate Income Tax Return. Businesses uses forms 1120S for S Corp, 1120 for C Corp and 1065 for Partnership.

Documents required for the process: Forms 1099, an Employer Identification Number (EIN) letter, Articles of
Organization or Incorporation, Operating Agreement or By-Laws (or another document that confirms members or shareholders) social security, ITIN, or EIN for each member or another document that confirms members/ shareholders) social security, ITIN, or EIN for each member or shareholder.

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Business Name

EIN

State of Incorporation:

Date Incorporated required

Business Activity

Part 1 - Business Financial Statements / Shareholders

A -

Name

SSN / ITIN / EIN

Address

% of Business

Title:

Date of Birth: required

Phone Number

B -

Name

SSN / ITIN / EIN

Address

% of Business

Title:

Date of Birth:

Phone Number

C -

Name

SSN / ITIN / EIN

Address

% of Business

Title:

Date of Birth:

Phone Number

Part 2 -
INCOME STATEMENT

Revenue Amount (USD$)

Gross Receipts or Sales:

Returns & Allowances:

Ordinary Dividends:

Ordinary Interest:

Investments Interest

Tax Exempt Income:

List Other Types of Inocome:

Part 3 -
EXPENSES STATEMENT

Expenses Amount (USD$)

Job Materials

Direct & Indirect Labor Cost

Accounting

Advertising

Bad Debts: (Any service performed that your business was not paid for and does not expect to be paid in the future)

Certain Business Start up Costs

Charitable Contribution

Employee Benefit Program: (Examples of benefits: health insurance, dental and vision insurance, retirement plan, family leave, etc)

Insurance Premium / Other than Business Owned Life Insurance

Interest Expenses: (Examples of interest expenses: the financing of an machinery, vehicle or property, or capital loans)

Legal & Professional Fees

Licenses

Meals Expenses

Membership Dues

Private Pension Plans

Office Rent Expenses

Salaries & Wages *Officers/*Others

Franchise Tax

Payroll Fees

Sales & Use Tax

Utilities

Business Travel Expenses

Gifts to Clients or Employees

Telephone Expenses

Computer & Internet Expenses

Gas Expenses

Other Expenses:

Expenses 1

Amount 1

Expenses 2

Amount 2

Expenses 3

Amount 3

Expenses 4

Amount 4

Expenses 5

Amount 5

Part 4 -

BALANCE SHEET STATEMENT

Assets:

(The amount should be the last. Balance as of 12/31/20xx)

Cash (remaining amount on bank account and any cash)

Trade notes and accounts receivable (amount of money customers owe your business for the goods or services they've received)

Inventories (company's goods and products that are ready to sell, along with the raw materials that are used to produce them)

Loans to owners (Loans made from the business to their owners)

Loans to third parties (Loans made from the business to other businesses or individuals)

Amount (USD$)

Other Assets:

BUSINESS ASSETS

All tangible assets registered under the business name such as vehicles, equipments, properties and others.

A-

A- Description of Assets:

Date Placed in Service:

Original Cost or basis:

% Busines use:

B-

B- Description of Assets:

Date Placed in Service:

Original Cost or basis:

% Busines use:

C-

C- Description of Assets:

Date Placed in Service:

Original Cost or basis:

% Busines use:

Part 5 -

LIABILITIES

Liabilities:

(The amount should be the last. Balance as of 12/31/20xx)

Amount (USD$)

Accounts Payable (Amounts due to vendors or suppliers for goods or services received that have not yet been paid for)

Mortgages, notes, bonds payable in less than one year

Mortgages, notes, bonds payable in one year or more

All nonrecourse loans

Loans from owners (loans made from owners to the company)

Loans from third parties (loans made from third parties to the business)

Other Assets:

Part 6 -
EQUITY

Equity:

(The amount should be the last. Balance as of 12/31/20xx)

C and S Corp. only Capital Stock:
- Preferred Stock
- Common Stock

C and S Corp. only Capital Additional paid-in capital

Shareholder's or Members Contributions:
(separated by each member):

Shareholder’s or Members Distribution (separated by each member):

Amount (USD$)

Part 7 -
ACKNOWLEDGEMENT

I, hereby certify that the above forms were completed by me and all information provided to the Tax Preparer are true and correct, as to the best of my knowledgle and records.

Date: required

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business

Business Financial Statements

Part 1 - Business Financial Statements / Shareholders

A -

B -

C -

Part 2 - INCOME STATEMENT

Revenue Amount (USD$)

Part 3 - EXPENSES STATEMENT

Expenses Amount (USD$)

Other Expenses:

Part 4 -

BALANCE SHEET STATEMENT

Assets:

(The amount should be the last. Balance as of 12/31/20xx)

Cash (remaining amount on bank account and any cash)

Trade notes and accounts receivable (amount of money customers owe your business for the goods or services they've received)

Inventories (company's goods and products that are ready to sell, along with the raw materials that are used to produce them)

Loans to owners (Loans made from the business to their owners)

Loans to third parties (Loans made from the business to other businesses or individuals)

Amount (USD$)

Other Assets:

BUSINESS ASSETS All tangible assets registered under the business name such as vehicles, equipments, properties and others.

A-

B-

C-

Part 5 -

LIABILITIES

Liabilities:

(The amount should be the last. Balance as of 12/31/20xx)

Amount (USD$)

Accounts Payable (Amounts due to vendors or suppliers for goods or services received that have not yet been paid for)

Mortgages, notes, bonds payable in less than one year

Mortgages, notes, bonds payable in one year or more

All nonrecourse loans

Loans from owners (loans made from owners to the company)

Loans from third parties (loans made from third parties to the business)

Other Assets:

Part 6 - EQUITY

Equity:

(The amount should be the last. Balance as of 12/31/20xx)

C and S Corp. only Capital Stock: - Preferred Stock - Common Stock

C and S Corp. only Capital Additional paid-in capital

Shareholder's or Members Contributions: (separated by each member):

Shareholder’s or Members Distribution (separated by each member):

Amount (USD$)

Part 7 - ACKNOWLEDGEMENT

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Part 2 -
INCOME STATEMENT

Part 3 -
EXPENSES STATEMENT

BUSINESS ASSETS

All tangible assets registered under the business name such as vehicles, equipments, properties and others.

Part 6 -
EQUITY

C and S Corp. only Capital Stock:
- Preferred Stock
- Common Stock

Shareholder's or Members Contributions:
(separated by each member):

Part 7 -
ACKNOWLEDGEMENT

Any questions?
Feel free to get in
contact with us!