C-Corporation Tax Return Intake Form Form 1120 – New & Returning Client Questionnaire Entity Information Tax Year Return Type / New client? New clientReturning client Corporation Legal Name EIN Date Incorporated State of Incorporation Tax Year End Business Address Principal Business Activity Business Code (NAICS) Accounting Method CashAccrualOther State(s) of Operation Publicly Traded? YesNo Officers & Shareholders List corporate officers and all shareholders owning 20% or more. Name Title / SSN % Ownership Address / Phone Prior Year & Reference Documents Prior year 1120 returnArticles of incorporation / bylawsEIN confirmation letterBank statements (12 months)General ledger / trial balancePayroll reports (W-3, 941s)Prior year estimated tax payment recordsBoard meeting minutes Income Gross Receipts / Sales Returns & Allowances Cost of Goods Sold Other Income Received any 1099-K/1099-NEC/1099-MISCInterest or dividend incomeRental incomeGain/loss on sale of assetsDividends received from other corporations Officer Compensation & Payroll Total Officer Compensation (W-2) Payroll Provider Used Payroll was run through a payroll serviceOfficer bonuses paid Expenses - Check All That Apply Salaries & wages (non-officer)Rent expenseContract labor/1099 contractorsInterest expenseDepreciable asset purchasesSection 179/bonus depreciation electionEmployee benefit programsInsuranceProfessional fees (legal/accounting)Travel & mealsCharitable contributionsOther deductions Balance Sheet Information Beginning Cash Beginning Total Assets Beginning Liabilities Retained Earnings - Beginning Ending Cash Ending Total Assets Ending Liabilities Retained Earnings - Ending Dividends & Estimated Payments Dividends Paid to Shareholders Estimated Tax Payments Made Other Questions Any change in ownership percentages this yearNet operating loss carryforward from prior yearsVehicle used for business (need mileage log)Related-party transactions (loans, leases, sales) Additional Notes / Questions for Your Preparer Signature Client Signature (Type Full Name) Date Signer Title (e.g., President/CEO) By signing, you confirm the information provided is accurate and complete to the best of your knowledge.