Get Business Organizer

This guide provides users with clear, step-by-step instructions on completing the Business Organizer online. Ensuring accurate and comprehensive completion of the form is essential for a smooth tax appointment process.

Follow the steps to fill out the Business Organizer seamlessly.

1. Press the ‘Get Form’ button to retrieve the Business Organizer and open it in the editing interface.
2. Begin by entering your entity information in section A1. Provide the name of the business, employer identification number (EIN), address, contact individual, phone number, and email. Select the appropriate type of entity—corporation, limited liability company, or partnership.
3. If your entity is a corporation, complete section A2 by indicating the state of incorporation, state ID number, date of incorporation, and effective date of election if it is an S-corporation.
4. Fill in section A3 with the details of principal shareholders or partners. Include their names, tax ID numbers, addresses, and ownership percentages. Returning entities can skip this section if there are no changes.
5. In section A4, submit any additional information or documents requested. If ownership percentages changed in the tax year or if you are a new client, include relevant documents like prior year tax returns or incorporation papers.
6. Section A5 contains questions related to all entities. Answer all questions accurately. Indicate if your business had any foreign accounts, canceled debt, or other specified events.
7. If your entity is a partnership, complete section A6 with specific questions pertinent to partnerships.
8. Section A7 is for corporations only. Answer questions related to the corporation's status, ownership, and any special conditions.
9. Proceed to the financial sections A8 through A13. Provide information regarding asset purchases, sales, income, cost of goods sold, bank reconciliations, and expenses.
10. After completing the organizer, review all information for accuracy. Once satisfied, save your changes. Options to download, print, or share the completed form may be available.

Start completing your Business Organizer online for a successful tax appointment!