Corporate Identity

Legal entity details, tax year, and primary contact

Entity Information

Legal Corporate Name

DBA / Trade Name (if different)

EIN (Last 4 digits only)

State of Incorporation

Principal State of Operations

Date of Incorporation

Industry / Business Description

Tax Year & Filing Details

Tax Year

Accounting Method

Tax Year Beginning

Tax Year Ending

Is this a first-year return?

Yes — Initial Return No — Ongoing Final Return (dissolving)

Registered & Principal Office Address

Street Address

City

State

ZIP Code

Primary Contact for This Return

Full Legal Name & Title

Email Address

Phone Number

Officers & Ownership

Form 1120 Schedule E — Compensation of Officers; ownership percentage and SSN (last 4)

Officer Name

Title

SSN (Last 4)

% Stock Owned

Time Devoted %

Compensation ($)

%

$

%

$

%

$

%

$

More than 4 officers? Add details in the Additional Notes section.

Shareholder Information

Total Shares Authorized

Shares Outstanding

Share Classes Issued

Does any shareholder own 20% or more of the corporation's stock?

Yes No

Is this corporation a member of a controlled group?

Yes No Not Sure

Are there any foreign shareholders (>25% foreign ownership)?

Yes No

Income & Deductions

Form 1120 Page 1 — Revenue sources and standard corporate deductions. Enter approximate annual totals.

Gross Income

Gross Receipts or Sales

$

Less: Returns & Allowances

$

Cost of Goods Sold (COGS)

$

Dividends Received

$

Interest Income

$

Gross Rents

$

Gross Royalties

$

Capital Gain Net Income (Schedule D)

$

Net Gain / Loss from Form 4797

$

Other Income

$

Corporate Deductions

Compensation of Officers (Schedule E)

$

Salaries & Wages (non-officer)

$

Repairs & Maintenance

$

Bad Debts

$

Rents Paid

$

Taxes & Licenses

$

Interest Expense

$

Charitable Contributions

$

Depreciation (Form 4562)

$

Depletion

$

Advertising & Marketing

$

Pension / Profit-Sharing Plans

$

Employee Benefit Programs

$

Qualified Business Income / Domestic Production

$

Other Deductions (Schedule attached)

$

Taxes Paid & Estimated Payments

Federal Estimated Tax Payments

$

State Estimated Tax Payments

$

Prior Year Overpayment Applied

$

Net Operating Loss (NOL) Carryforward

$

Income & Deduction Notes

Tax Credits

Corporate tax credits can directly reduce your tax liability dollar-for-dollar — check all that may apply

Applicable Credits — Check All That Apply

R&D Credit Detail (if applicable — IRC §41)

The R&D credit rewards qualified research activities. Documentation requirements are strict — the more detail you provide, the better we can quantify the credit.

Qualified Research Wages

$

Qualified Research Supplies

$

Contract Research Expenses (65%)

$

Prior Year R&D Credit Carryforward

$

Brief Description of Research Activities

Employee Retention Credit (ERC) (if applicable)

If you have already claimed ERC or have a pending claim, please provide details so we can ensure proper coordination with your Form 1120 wage deductions.

ERC Already Claimed / Received

$

ERC Pending / In Process

$

Have you received any IRS audit or inquiry regarding a filed ERC claim?

Yes No

Additional Credit Notes

Schedule L — Balance Sheet

Per books at beginning and end of tax year. Enter approximate amounts — your CPA will reconcile from your financial statements.

Assets

Line Item

Beginning of Year ($)

End of Year ($)

Cash

$

Trade Notes & Accounts Receivable (net)

$

Inventories

$

Other Current Assets

$

Loans to Shareholders

$

Other Investments

$

Buildings & Other Depreciable Assets (net)

$

Depletable Assets (net)

$

Land (not depreciable)

$

Intangible Assets (net)

$

Other Assets

$

Liabilities & Shareholders' Equity

Line Item

Beginning of Year ($)

End of Year ($)

Accounts Payable

$

Mortgages & Notes Payable (short-term)

$

Other Current Liabilities

$

Loans from Shareholders

$

Mortgages & Notes Payable (long-term)

$

Other Liabilities

$

Capital Stock

$

Additional Paid-In Capital

$

Retained Earnings — Unappropriated

$

Less: Treasury Stock

$

Compliance & Disclosures

Required IRS disclosures and state-level compliance questions

Digital Assets / Cryptocurrency

Did the corporation receive, sell, exchange, or otherwise dispose of any digital asset (crypto, NFT, staking rewards) during the tax year?

Yes No Not Sure

Foreign Bank or Financial Accounts (FBAR)

Did the corporation have a financial interest in or signature authority over any foreign financial account with aggregate value exceeding $10,000 at any point?

Yes No Not Sure

Foreign Subsidiaries or Controlled Corporations

Does the corporation own stock in a foreign corporation, or is it a controlling shareholder of a controlled foreign corporation (CFC)?

Yes No Not Sure

Related-Party Transactions

Did the corporation engage in transactions with related parties (shareholders, officers, affiliates) during the year — including loans, rents, or service fees?

Yes No Not Sure

Multi-State Operations / Nexus

Does the corporation have employees, property, or sales in states other than its principal state of operations, potentially creating corporate tax nexus?

Yes No Not Sure

IRS or State Tax Notice Received

Did the corporation receive any IRS notices, audit correspondence, or state tax authority communications during the year?

Yes No Not Sure

Alternative Minimum Tax (AMT) / Corporate AMT

Is the corporation subject to the corporate Alternative Minimum Tax (applicable to corporations with average annual gross receipts exceeding $1 billion over 3 years, or applicable prior-year AMT)?

Yes No Not Sure

Prior Year & Additional Notes

Context that helps your CPA prepare the most accurate and advantageous return

Who prepared the prior year corporate return?

Prior year tax result (approximate)

Additional Notes, Questions, or Context

C-Corporation Tax Intake

Corporate Identity

Officers & Ownership

Income & Deductions

Tax Credits

Schedule L — Balance Sheet

Compliance & Disclosures

Prior Year & Additional Notes