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Organizer received

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Website (leave blank)

1. Entity information

Legal entity name*

EIN*

State of incorporation

Date of incorporation

Date of S-election

Primary contact name*

Email*

Phone

Business address

City

State

ZIP

2. Business activity

Principal business activity / NAICS code

Did the business operate the entire year?

Yes No

Did ownership change during the year?

Yes No

Was the entity profitable for the year?

Yes No

3. Shareholders & ownership

Add a row for each shareholder.

Name

SSN

Ownership %

Did any shareholder receive distributions during the year?

Yes No

Did any shareholder receive a W-2 reasonable-compensation salary?

Yes No

4. Financial summary

Approximate annual figures. We'll reconcile against your books.

Gross receipts

Total expenses

Net income

Total assets (year-end)

Total liabilities

Equity

6. Required questions

Did the corporation have any foreign financial accounts?

Yes No

Was there a change in accounting method during the year?

Yes No

Are there any built-in gains tax considerations (former C-corp)?

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 1120-S return (and K-1s issued) Year-end balance sheet & income statement Bank statements (Dec 31) Payroll reports (W-2s, 941s, W-3) Loan agreements (shareholder loans, business loans) Major asset purchase invoices Health insurance premium records (>2% shareholders) Vehicle / auto mileage logs

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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S-Corporation Tax Organizer

Organizer received