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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
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Address of the LLC
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LLC's Federal Tax ID:
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LLC's phone #:
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Contact's Name and Titile:
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Contact's E-mail address
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Contact's phone #:
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Principal business activity:
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Principle product and/or services:
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Please upload a copy of the Operating Agreement
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Does the LLC operate in more than one state?
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Please list all the states the LLC operates in:
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MEMBER'S INFORMATION

How many members does the LLC have?
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Member's name 1
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Member's SSN/TIN 1
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Member's address 1
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Member's phone # 1
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Member's name 2
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Member's SSN/TIN 2
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Member's address 2
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Member's phone # 2
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Member's name 3
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Member's SSN/TIN 3
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Member's address 3
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Member's phone # 3
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Member's name 4
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Member's SSN/TIN 4
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Member's address 4
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Member's phone # 4
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Member's name 5
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Member's SSN/TIN 5
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Member's address 5
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Member's phone # 5
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Member's name 6
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Member's SSN/TIN 6
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Member's address 6
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Member's phone # 6
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INCOME AND EXPENSES

Is accounting software used to keep the books?

What software is used?
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Please upload your QB portable file
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Please upload a trial balance in Excel if possible
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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"
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How many Bank accounts did the LLC have at the end of the Year?
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Year end bank STM account 1
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Year end bank STM account 2
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Year end bank STM account 3
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Year end bank STM account 4
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Other tax documents
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Please upload your tax document
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Please upload your tax document
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Please upload your tax document
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Please upload your tax document
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Please upload your tax document
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Please upload your tax document
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Please upload your tax document
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