Year-End Information for Business Owners

2016 YEAR-END BUSINESS TAX RETURN PREPARATION

2016 Forms are available on our new website: www.flatironadvisors.com/client-forms

 

 2015 YEAR-END BUSINESS TAX RETURN PREPARATION

The following are important documents related to your corporation or partnership tax return for a tax year ending in 2015.

Tax Return Engagement Package for 2015 – Form 1120-S (pdf)
This is for S-corporations filing Form 1120-S and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

Tax Return Engagement Package for 2015 – Form 1120 (pdf)
This is for C-corporations filing Form 1120 and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

Tax Return Engagement Package for 2015 – Form 1065 (pdf)
This is for partnerships filing Form 1065 and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

Employer Provided Vehicle Worksheet for 2015 (pdf)
This is a document to provide us the details required by the IRS on any company owned vehicles your business owns and operates.

Fringe Benefit Questionnaire for 2015 (pdf)
If we are preparing year-end W-2s for you, we need this form to obtain information that must be reported on your W-2s.

Form 1099 Worksheet for 2015 (pdf)
Use this form for submitting information so we can prepare your Forms 1099

 2014 YEAR-END BUSINESS TAX RETURN PREPARATION

The following are important documents related to your corporation or partnership tax return for a tax year ending in 2014.

2014 Year-end Tax Planning Ideas for Business (pdf)
2014 Year-end tax planning ideas for businesses.

2014 Year-End Business Issues Guide (pdf)
Describes various issues you need to be concerned about for year-end such as closing your books, payroll reporting, record-keeping and potential payroll tax credits.

Tax Return Engagement Package for 2014 – Form 1120-S (pdf)
This is for S-corporations filing Form 1120-S and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

Tax Return Engagement Package for 2014 – Form 1120 (pdf)
This is for C-corporations filing Form 1120 and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

Tax Return Engagement Package for 2014 – Form 1065 (pdf)
This is for partnerships filing Form 1065 and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

Employer Provided Vehicle Worksheet for 2014 (pdf)
This is a document to provide us the details required by the IRS on any company owned vehicles your business owns and operates.

Fringe Benefit Questionnaire for 2014 (pdf)
If we are preparing year-end W-2s for you, we need this form to obtain information that must be reported on your W-2s.

Form 1099 Worksheet for 2014 (pdf)
Use this form for submitting information so we can prepare your Forms 1099

 

 

2013 YEAR-END BUSINESS TAX RETURN PREPARATION

The following are important documents related to your corporation or partnership tax return for a tax year ending in 2013.

Tax Return Engagement Package for 2013 – Form 1120-S (pdf)
This is for S-corporations filing Form 1120-S and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

Tax Return Engagement Package for 2013 – Form 1120 (pdf)
This is for C-corporations filing Form 1120 and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

Tax Return Engagement Package for 2013 – Form 1065 (pdf)
This is for partnerships filing Form 1065 and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

> Employer Provided Vehicle Worksheet for 2013 (pdf)
This is a document to provide us the details required by the IRS on any company owned vehicles your business owns and operates.

> 2013 Year-End Business Issues Guide (pdf)
Describes various issues you need to be concerned about for year-end such as closing your books, payroll reporting, record keeping and potential payroll tax credits.

> Fringe Benefit Questionnaire for 2013 (pdf)
If we are preparing year-end W-2s for you, we need this form to obtain information that must be reported on your W-2s.

> Form 1099 Worksheet (pdf)
Use this form for submitting information so we can prepare your Forms 1099

> Small Business Health Care Tax Credit Worksheet
This is an Excel based worksheet for you to enter your employee data if you want us to calculate the credit under the Small Business Health Care Tax Credit. If you pay for health insurance for your employees, and your employee’s average wages (excluding owners) are under $50,000, you may qualify for a tax credit.

> 2013 Year-end Tax Planning Ideas for Business (pdf)
Year-end tax planning ideas for businesses.

 

2012 YEAR-END BUSINESS TAX RETURN PREPARATION

The following are important documents related to your corporation or partnership tax return for a tax year ending in 2012.

> 2012 Year-End Business Issues Guide (pdf)
Describes various issues you need to be concerned about for year-end such as closing your books, payroll reporting, record keeping and potential payroll tax credits.

Tax Return Engagement Package for 2012 – Form 1120-S (pdf)
This is for S-corporations filing Form 1120-S and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

Tax Return Engagement Package for 2012 – Form 1120 (pdf)
This is for C-corporations filing Form 1120 and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

Tax Return Engagement Package for 2012 – Form 1065 (pdf)
This is for partnerships filing Form 1065 and contains our engagement letter, a document checklist as well as a QuickBooks closing checklist.

> Employer Provided Vehicle Worksheet for 2012 (pdf)
This is a document to provide us the details required by the IRS on any company owned vehicles your business owns and operates.

> Fringe Benefit Questionnaire for 2012 (pdf)
If we are preparing year-end W-2s for you, we need this form to document information that must be reported on your W-2s.

SMT & Associates, Inc. serves towns and cities throughout northern Illinois including Algonquin, Barrington, Cary, Crystal Lake, Huntley, Lake in the Hills, McHenry, and Woodstock. We serve McHenry County, Lake County, Kane County.