Get Business Organizer

The Business Organizer is an essential document for business entities preparing for tax appointments. This guide provides a clear, step-by-step approach to assist users in effectively completing the form online.

Follow the steps to complete the Business Organizer effectively.

1. Click ‘Get Form’ button to access the Business Organizer and open it in the editor.
2. In section A1 – Entity Information, enter the name of your business, Employer ID Number (EIN), address, contact individual, phone, and email. Select the type of corporation or partnership that applies to your business. Specify your principal business activity, date the business started, and the principal product or service.
3. If applicable, complete section A2 – Corporation Information, including state of incorporation, state ID number, date of incorporation, and effective date of election if registered as an S-Corporation.
4. In section A3 – Principal Shareholders or Partners, list the name, tax ID number, address, and ownership percentage for each partner or shareholder.
5. Move to section A4 – Additional Information & Documents Required. Provide any necessary documents such as prior year tax returns, incorporation papers, IRS Form 2553 if an S-Corporation, income statements, and payroll documents.
6. Answer all questions in section A5 – Questions Related to All Entities, including inquiries about foreign accounts, debt cancellations, inventory changes, and various expenses incurred during the tax year.
7. If your business is a partnership, complete section A6 – Questions Related to Partnerships, answering questions about partnership interests and distributions.
8. For corporations, fill out section A7 – Questions Related to Corporations, addressing topics related to ownership and dividends.
9. If maintaining manual records, complete section A8 and A9 to document business asset purchases, improvements, and sales.
10. Record income details in section A10, followed by the cost of goods sold in section A11, and then finalize expenses in section A13.
11. After accurately filling out all sections, save changes, and download, print, or share the completed Business Organizer.

Complete your Business Organizer online today for a smoother tax appointment process.