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New Business Client Tax Organizer Form

Instructions: The following information is required for preparation of your Business Tax Returns. In an item does not apply to your business, mark “N/A” beside the box if an answer is required. If you have any questions, please contact us at (937) 259-8846 or jsteed@unitaryaccounting.com

Step 1 of 7

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ORGANIZATIONAL INFORMATION

MM slash DD slash YYYY
Max. file size: 256 MB.
Max. file size: 256 MB.
Max. file size: 256 MB.
Max. file size: 256 MB.

Business Ownership Information

Address
Add More Names
Address*
Add More Names
Address*
Add More Names
Address*

Board Officer Appointments

Business Vehicle Information

Vehicle

Physical Address of Principal Business Location

Address*
Do you have additional business location?*

Physical Address of Additional Business Location(s)

Address

Please provide copies of prior tax returns and schedules


You may need to request from your prior accountant
Prepared by yourself/prior accountant if applicable
Max. file size: 256 MB.
Prepared by yourself/prior accountant if applicable
Drop files here or
Max. file size: 256 MB.
    Drop files here or
    Max. file size: 256 MB.
      Prepared by yourself/prior accountant (S Corps & LLCs only)
      Max. file size: 256 MB.
      Prepared by yourself/prior accountant if applicable
      Max. file size: 256 MB.
      Prepared by yourself/prior accountant if applicable
      Max. file size: 256 MB.

      TAX FILING COMPLIANCE MATTERS

      Regarding 2021...
      Have all required 1099s been issued & filed?*
      If yes, please provide copies of all 1099s and 1096.
      Drop files here or
      Max. file size: 256 MB.
        Do you have the required documentation to support all charitable contributions of $250 or more?*
        If Ohio Gross Receipts are over $150,000, are you filing Ohio Commercial Activities Tax Returns?*
        Are all required Sales and Use Tax Returns Filed?*
        Are your Unclaimed Funds Reports up to date?*
        Are all Payroll Tax Returns filed and paid?*
        Are all Property Tax payments current?*

        TAX RECORDS COMPLIANCE MATTERS

        Regarding 2021...
        Did you maintain mileage logs for all business vehicles?*
        Do you keep records to support for all business, related travel, meals, and entertainment expenditures?*
        Do you maintain records to support all business expense reimbursements issued to any shareholder/members and employees?*
        Can you support the reasonableness of all shareholder salaries?*

        SPECIAL DEDUCTIONS AND TAX CREDITS

        Regarding 2021...
        Do your employees receive tips and are those tips properly reported as wages? (Employer Tip Credit)*
        Did you start a NEW employee pension plan? (Pension Start-up Credit)*
        Did the Company donate anything for the care of the ill, needy or infants?*
        Did the Company make a charitable contribution of inventory or property?*
        Are there any other credits or deductions related to your industry which you feel you might qualify? Please explain.*

        OTHER SITUATIONS IMPACTING TAX PREPARATION

        Regarding 2021...
        Did you move during the year? If yes, provide date of move.*
        Did you change or add states in which your company operates? If yes, explain.*
        Did you change or add cities in which your company makes sales or does business? If yes, explain.*
        Did the Company buy or sell a business or business segment?*
        Did the Company sell internationally?*
        Did the Company incur any theft or casualty losses during the year?*
        Did the Company experience foreclosure on any business property? Or is bankruptcy possible either now or pending? If yes, explain.*
        Did the Company experience any debt forgiveness, refinance or restructure any outstanding debt?*
        Do you have any foreign activity or accounts?*
        Were you a grantor or transferor for a foreign trust, have an interest, signature or other authority over a bank account, signature or other authority over a bank account, securities account, or other financial account in a foreign country? If yes, please explain.*
        Did you carry $10,000 in a foreign bank account for even one day during the year? If yes, please list and explain.*
        Did you have any foreign income or pay any foreign taxes? If yes, please list and explain.*
        Did the Company experience any lawsuits or other legal matters, or are any pending?*
        Did the Company make any political contributions? If yes, provide information.*
        Did the Company engage in any bartering activity?*
        Were there any owner/ownership % changes that occurred? If yes, please provide details.*
        Were there any officer/director appointment changes? If yes, please provide details.*
        Were any of your corporate documents amended or updated? If yes, please provide copies*
        Drop files here or
        Max. file size: 256 MB.

          Planning

          Regarding 2021...
          Do you need us to call you regarding business coaching?

          NECESSARY BENEFIT DISCLOSURES

          Company Health Insurance Plan:

          Do you have a Group Health Insurance plan?*
          Is this plan owned by the business?*
          Do you have more than one employee - including the owner?*
          Do you reimburse yourself or other employees for health insurance*

          Life Insurance Policy on Shareholder(s)/Member(s):

          Policy owner is*
          Beneficiary is*

          Retirement/Pension/Profit Sharing Plan:

          Type of Plan*
          If yes, please provide name and new address
          Name, address, and social security #

          FOR LLs ONLY - SELF EMPLOYMENT TAX

          Recently through various IRS tax court rulings, the IRS has expanded their approach of how self-employment tax on the profits of an organization should be handled for LLC Members. In the past, typically the profits have not been subject to self-employment tax, but now the IRS has begun to take the stand that all guaranteed payments and profits of the LLC should be subject to self-employment tax unless the member does not have active participation. It is our position that all profits of the LLC are subject to SE Tax except and will be reported as such unless there is no active participation.

          This field is for validation purposes and should be left unchanged.

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          Where your bottom line is our top priority
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