TaxLogic - Corporate Questionnaire

CORPORATE QUESTIONNAIRE

Contact Name : Contact Email :
Contact Phone : Best Time to Call :
 
 
Todays date : Business code :
Federal ID # :            State ID number :
Prepared last year : Was corporation in
business at the year's end :
Incorporation State :
Name of Corporation :
D/B/A :
Address :
City :
State :
Zip Code :
Phone (work) : Phone (home) :
Full C Corporation : Sub Chapter S Corp :
Consolidated : Personal Holding Company :
Personal Service Company :
State Incorporated :
Date Incorporated : Date Business Began :
New Corporation : Corporate Year Ending :
Date elected : Number of shareholders :
Final Return : Amended :
Accounting Method : Inventory Valuation :

ANSWER THE FOLLOWING QUESTIONS ACCURATELY    
       
H) Did the corporation claim a deduction for expenses connected with :
1) Entertainment facility (boat, resort, ranch)  
2) Living accomodation (except employees on business)  
3) Employees attending conventions etc outside the US  
4) Employees families at conventions or meetings  
5) Employee or family vacations NOT on W-2  
I) Did the corporation at the end of the year own, directly or indirectly 50% or more of a domestic corporation (If yes, attach a schedule showing, name, address, Fed ID #, Percentage owned, highest amount owed to and from the corporation) :  
Did any individual, partnership, corporation, estate or trust at the end of  the year own, directly or indirectly 50% or more of the corporations voting stock (If yes, attach a schedule showing, name, address, Fed ID #, Percentage owned, highest amount owed to and from the corporation) :    
J) Business Activity :  
Product or Service :  
K) Was the corporation a US Shareholder of any controlled foreign corporation :  
L) At any time during the tax year, did the corporation have any interest in, or signature authority over a bank account, securities account, or financial account in a foreign country :  
M)   Was the corporation the grantor of, or transferor to, a foreign trust which existed during the current tax year, whether or not the corporation has
any beneficial interest in it :
 
N) During this year did the corporation pay dividends inexcess of the corporations current and accumulated earnings & profits :  
O) During the year did the corporation maintain any part of its accounting / tax records on a computerized system :  
P) Corporate books location :  
Q) Did the corporation issue publicly offered debt instruments with original issue discount :  
R) What is the amount of tax exempt interest received or accrued during the tax year :  
S) If the corporation is a member of a controlled group, enter the amount of taxable income for the entire group :  

1st Corporate Officer
Corporate Officer :            Social Security # :
Address : City :
State : Zip Code :
% Stock Owned :
% Time to business : Wages :
2nd Corporate Officer
Corporate Officer :            Social Security # :
Address : City :
State : Zip Code :
% Stock Owned :
% Time to business : Wages :
3rd Corporate Officer
Corporate Officer :            Social Security # :
Address : City :
State : Zip Code :
% Stock Owned :
% Time to business : Wages :
4th Corporate Officer
Corporate Officer :            Social Security # :
Address : City :
State : Zip Code :
% Stock Owned :
% Time to business : Wages :
 
Assets Aquired                  
Date purchased : Desc. : Cost : Sec 179 :
Date purchased : Desc. : Cost : Sec 179 :
Date purchased : Desc. : Cost : Sec 179 :
Date purchased : Desc. : Cost : Sec 179 :
Date purchased : Desc. : Cost : Sec 179 :

Assets Disposed            
Date sold : Desc. : Cost :
Date sold : Desc. : Cost :
Date sold : Desc. : Cost :
Date sold : Desc. : Cost :
 
Print the Annual Minutes :
          
Director 1 : Stock 1 :
Director 2 : Stock 2 :
Director 3 : Stock 3 :
Director 4 : Stock 4 :
Chairman :           
President : Pres. Salary $ :
Vice President : V.P. Salary $ :
Secretary : Sec. Salary $ :
Treasurer : Treas. Salary $ :
Agent Name :           
Agent Address : Agent City :
Agent State : Agent Zip Code :
Bank Name : Bank Account # :
Bank Address : Bank City :
Bank State : Bank Zip Code :
Accountant :           
Accountant Address :
Accountant City :
Accountant State :
Accountant Zip Code :
          
Attorney :
Attorney Address :
Attorney City :
Attorney State :
Attorney Zip :
Last Notice Date: Notice Date :
Ledger 1 : Ledger 2 :
Date of Meeting : Time of Meeting :
 
Resolved 1 :
Resolved 2 :
Resolved 3 :
  
Shareholder
Promissory Note Data :
To Whom :
Payment Address :
Amount :
Amount in Words :
Loan Date :
Interest Rate :
Repayment Terms :

Payment Details :
Name on Credit Card :           
Billing Address : Billing City :
Billing State : Billing Zip :
Credit Card # : Exp Date :
 
Are we printing your annual minutes (Yes/No)?  



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