Business, Partnership, Nonprofit, and Trust Returns

​Required Financial Information

• Profit and loss statement
• Balance sheet
• Asset additions
• Loan information
• Owner information

Business Changes During the Year

• New owners
• Ownership changes
• New locations
• Equipment purchases
• Loans
• Major purchases or sales

New Business Clients

• Prior returns
• Formation documents
• EIN confirmation
• Tax elections
• State business licenses

Document Submission Guidelines