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Form 1120 C Corporation Tax Return Preparation — Intake

Complete Your 1120 Corporation Tax Return Preparation

Answer the questions below before providing your original return or supporting documents.

Do not enter Social Security numbers, bank-account information or other sensitive taxpayer information.

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Question 1 of 42

What tax year are we preparing?

Question 2 of 42

What is the legal name of the corporation?

Question 3 of 42

Does the corporation use a different DBA or trade name? If yes, what name does it use? If yes, what name does it use?

Question 4 of 42

In what state was the corporation formed?

Question 5 of 42

What type of business does the corporation operate?

Question 6 of 42

Briefly describe its primary products or services.

Question 7 of 42

Did the business start, close or substantially change operations during the tax year? If yes, briefly explain.

Question 8 of 42

Did the business start, close or substantially change operations during the tax year? If yes, briefly explain.

Question 9 of 42

Has the corporation ever made an S corporation election?

Question 10 of 42

Is this the corporation's first Form 1120?

Question 11 of 42

How many shareholders did the corporation have during the tax year?

Question 12 of 42

Did any shareholder join, leave, sell or transfer shares, or change ownership percentage during the year? If yes, briefly explain the ownership change.

Question 13 of 42

Did any partner contribute money or property to the partnership during the year?

Question 14 of 42

Did any partner receive distributions of money or property during the year?

Question 15 of 42

Did any partner loan money to the partnership?

Question 16 of 42

Is any portion of the corporation owned directly or indirectly by a foreign person or foreign entity?

Question 17 of 42

Was a Form 1120 filed for the prior tax year?

Question 18 of 42

Do you have a copy of the prior-year Form 1120?

Question 19 of 42

Do you have a completed year-end profit and loss statement?

Question 20 of 42

Do you have a completed year-end balance sheet?

Question 21 of 42

How are the corporation's financial records maintained?

Question 22 of 42

Are the corporation's income and expenses fully reconciled for the tax year?

Question 23 of 42

Do you need bookkeeping, cleanup or reconstruction before the return can be prepared?

Question 24 of 42

Did the corporation have accounts receivable at year-end?

Question 25 of 42

Did the corporation have accounts payable at year-end?

Question 26 of 42

Did the corporation receive business income during the year?

Question 27 of 42

Did the corporation receive Forms 1099 or other tax reporting documents?

Question 28 of 42

Did the corporation receive interest, dividends, investment income or capital gains, own rental real estate, or purchase or dispose of equipment, vehicles, real estate or other business assets during the year? Briefly explain.

Question 29 of 42

Did the corporation have employees during the year?

Question 30 of 42

Were all required quarterly and annual payroll tax returns filed?

Question 31 of 42

Did any shareholder receive wages reported on Form W-2 from the corporation?

Question 32 of 42

Were all Forms W-2 and W-3 filed for the year?

Question 33 of 42

In which states did the corporation conduct business or earn income?

Question 34 of 42

Does the corporation expect to file in more than one state?

Question 35 of 42

Is there anything about this S corporation return that particularly concerns you?

Question 36 of 42

Is there anything else we should know before beginning preparation?

Question 37 of 42

I understand that the $650 fee is the starting price for a standard current-year Form 1120. Additional complexity or work may require an additional fee.

A

Yes

Question 38 of 42

I understand that bookkeeping, cleanup, financial-record reconstruction, payroll corrections, and significant retained-earnings or equity reconstruction are not automatically included in the $650 starting fee.

A

Yes

Question 39 of 42

I understand that I am responsible for providing complete and accurate corporate, financial, payroll and shareholder information needed to prepare the return.

A

Yes

Question 40 of 42

I understand that tax preparation does not guarantee a particular tax liability, tax savings, refund or taxing-authority outcome.

A

Yes

Question 41 of 42

I understand that purchasing this service or completing this intake does not extend, suspend or satisfy any federal or state filing, payment or other tax deadline.

A

Yes

Question 42 of 42

I understand that tax returns, Social Security numbers, EINs, bank information and other sensitive taxpayer or business documents should only be provided through the designated secure client process.

A

Yes

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