Information Needed for Filing Corporate Income Tax Returns

  1. Article of Incorporation


  2. Prior year(s) Tax Return(s) (or Tax ID)


  3. Names of Shareholders and the respective shares owned. Social Security Number (SSN) of shareholders who own more than 50% of the shares.


  4. Summary of Sales and Expenses of the year. Click the URLs below for your reference.


  5. 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

  6. 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)

  7. 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!

Corporate Income Tax Returns
Commonly Used Incomes & Costs Items
Corporate Income Tax Returns
Commonly Used Expense Items