Partnership Tax Return Intake Form Form 1065 – New & Returning Client Questionnaire Entity Information Tax Year Return Type New clientReturning client Partnership Legal Name DBA / Trade Name EIN Date Business Formed Principal Business Activity Business Code (NAICS) Accounting Method CashAccrualOther Tax Year End State(s) of Operation Business Address Partners List all partners, their ownership percentage, and contact information. Partner Name SSN / EIN % Ownership Address / Phone Prior Year & Reference Documents Prior year 1065 returnPrior year K-1sPartnership/operating agreementEIN confirmation letterBank statements (12 months)General ledger / trial balance 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 assets Expenses – Check All That Apply Salaries & wagesGuaranteed payments to partnersRent expenseSection 179/bonus depreciation electionEmployee benefit programsInsuranceProfessional fees (legal/accounting)Contract labor/1099 contractorsInterest expenseDepreciable asset purchasesTravel & mealsOther deductions Balance Sheet Information Beginning Cash Beginning Total Assets Beginning Liabilities Ending Cash Ending Total Assets Ending Liabilities Partner Distributions & Capital Partner Name Capital Contributed Distributions Taken Loans to/from Partner Other Questions Any new partners admitted or partners who left this yearAny changes to ownership percentagesHealth insurance provided to partnersVehicle used for business (need mileage log) Additional Notes / Questions for Your Preparer Signature Client Signature (Type Full Name) Date Signer Title (e.g., Managing Partner) By signing, you confirm the information provided is accurate and complete to the best of your knowledge.