Page 1 of 3

LLC Tax Organizer

Before you begin make sure you have all the required documents ready for upload. These documents would include the Operating Agreement, Year-end bank account statements, "LLC Business Income and Expense.xls"(under tax organizer menu), or if you use accounting software either a QuickBooks portable file or a Trial Balance Export(if possible in Excel).

Legal Name of LLC
Invalid Input

Address of the LLC
Invalid Input

LLC's Federal Tax ID:
Invalid Input

LLC's phone #:
Invalid Input

Contact's Name and Titile:
Invalid Input

Contact's E-mail address
Invalid Input

Contact's phone #:
Invalid Input

Principal business activity:
Invalid Input

Principle product and/or services:
Invalid Input

Please upload a copy of the Operating Agreement
Invalid Input

Does the LLC operate in more than one state?
Invalid Input

Please list all the states the LLC operates in:
Invalid Input

 
MEMBER'S INFORMATION

How many members does the LLC have?
Invalid Input

Member's name 1
Invalid Input

Member's SSN/TIN 1
Invalid Input

Member's address 1
Invalid Input

Member's phone # 1
Invalid Input

Member's name 2
Invalid Input

Member's SSN/TIN 2
Invalid Input

Member's address 2
Invalid Input

Member's phone # 2
Invalid Input

Member's name 3
Invalid Input

Member's SSN/TIN 3
Invalid Input

Member's address 3
Invalid Input

Member's phone # 3
Invalid Input

Member's name 4
Invalid Input

Member's SSN/TIN 4
Invalid Input

Member's address 4
Invalid Input

Member's phone # 4
Invalid Input

Member's name 5
Invalid Input

Member's SSN/TIN 5
Invalid Input

Member's address 5
Invalid Input

Member's phone # 5
Invalid Input

Member's name 6
Invalid Input

Member's SSN/TIN 6
Invalid Input

Member's address 6
Invalid Input

Member's phone # 6
Invalid Input

 
INCOME AND EXPENSES

Is accounting software used to keep the books?

What software is used?
Invalid Input

Please upload your QB portable file
Invalid Input

Please upload a trial balance in Excel if possible
Invalid Input

If the LLC does not use accounting software please upload your "LLC Business Income and Expense Detail.xls" found under the Tax Organizer menu or upload custom records that detail income and expenses.

Please upload "LLC Business Income & Expense Detail"
Invalid Input

How many Bank accounts did the LLC have at the end of the Year?
Invalid Input

Year end bank STM account 1
Invalid Input

Year end bank STM account 2
Invalid Input

Year end bank STM account 3
Invalid Input

Year end bank STM account 4
Invalid Input

Other tax documents
Invalid Input

Please upload your tax document
Invalid Input

Please upload your tax document
Invalid Input

Please upload your tax document
Invalid Input

Please upload your tax document
Invalid Input

Please upload your tax document
Invalid Input

Please upload your tax document
Invalid Input

Please upload your tax document
Invalid Input

(*)

RefreshInvalid Input

Contact Us

NAME(*)
Invalid Input

Email(*)
Invalid Input

Message(*)
Invalid Input

Invalid Input