Information Needed for Filing Corporate Income Tax Returns
- Article of Incorporation
- Prior year(s) Tax Return(s) (or Tax ID)
- Names of Shareholders and the respective shares owned.
Social Security Number (SSN) of shareholders who own more than 50% of the shares.
- Summary of Sales and Expenses of the year. Click the URLs below for your reference.
- Did you purchase any equipment or fixed assets? If yes, please prepare a table and list the following:
Purchase Date |
Equipment or Fixed Asset Type |
Purchase Amount |
- Balance(s) of the following account(s) at the end of the year (12/31) or at the end of your fiscal year:
- Bank Account(s)
- Account Receivable(s)
- Account Payable(s)
- Inventory(ies)
- Did any shareholder deposit or withdraw funds from the Corporate's bank account(s)?
If yes, please list each involved shareholder and the dollar amount deposited and/or withdrew.
Please collect the above information where applicable.
Please contact our staff members or the Accountant for any questions. Thank you!