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Organizer received

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Website (leave blank)

1. Entity information

Legal entity name*

EIN*

State of formation

Date of formation

Primary contact name*

Email*

Phone

Business address

City

State

ZIP

2. Business activity

Principal business activity / NAICS code

Is the partnership operating as a multi-member LLC for state purposes?

Yes No

3. Partners & allocation

Add a row for each partner.

Name

EIN/SSN

Capital %

P&L %

GP / LP / LLC member

Name

EIN/SSN

Capital %

P&L %

GP / LP / LLC member

Were any partners admitted or withdrew during the year?

Yes No

Did any partner receive guaranteed payments?

Yes No

4. Financial summary

Gross receipts

Total expenses

Net income

Total assets

Total liabilities

Equity

5. Items requiring attention — check what applies

Guaranteed payments to partners Special allocations (different from ownership %) Section 754 election active Self-employment income passthrough Real estate / rental activities Foreign partners or foreign income Multi-state filing required Section 179 / bonus depreciation purchases Loans to / from partners

6. Required questions

Was there a transfer of partnership interest during the year?

Yes No

Did the partnership have foreign financial accounts?

Yes No

Is the partnership subject to BBA centralized partnership audit regime?

Yes No

Engagement details

Helps us scope the work and confirm pricing.

Did TaxOwl Advisors prepare your return last year?

Yes No

Are you filing for tax year 2026 (calendar year)? If no, note fiscal year below.

Yes No

If non-calendar fiscal year, list start/end dates

Have you received any IRS or state tax notices in the past 12 months?

Yes No

Do you need an extension filed (Form 4868 / 7004)?

Yes No

Documents you'll send us

Check what you'll be sending. You can upload some now (below) or send everything later via your secure portal.

Last year's 1065 return + K-1s issued Operating agreement (current version) Year-end balance sheet & income statement Partner capital account roll-forwards Loan agreements (partner loans, business loans) Major asset purchase invoices Real estate / rental P&L (if applicable)

Upload supporting documents (optional)

Drag files in or click to browse. Attach W-2s, 1099s, K-1s, 1098s, prior-year returns, organizer worksheets, brokerage statements, or anything else. PDF, DOC, DOCX, XLS, XLSX, RTF, TXT, JPG, PNG, HEIC. Up to 10 files, 10 MB each. You can also upload later via your secure portal — this is just for convenience.

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Anything else we should know?

Notes for your preparer (optional)

Authorization & signature

I confirm the information above is accurate to the best of my knowledge.

Print name*

Date*

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Partnership Tax Organizer

Organizer received