Business Intake | EXACT TAX USA

Return Type(s) Requested

Select all business returns you need filed.

Form 1065 — Partnership Return

For partnerships reporting income, deductions, gains, losses, etc.

Form 1120 — Corporation Income Tax

For C corporations reporting income, gains, losses, and deductions.

Form 940 — Federal Unemployment (FUTA)

Annual return for employers reporting federal unemployment tax.

Form 941 — Quarterly Payroll Tax

Quarterly return reporting Social Security, Medicare, and withheld federal income tax.

Authorized Contact

The person we'll communicate with about this return.

Contact Full Name *

Title / Role *

Email *

Phone *

Business Entity Information

Legal details about your business.

Business / Trade Name *

DBA (Doing Business As)

Full Legal Name

EIN (Employer ID Number) *

State Tax ID Number

Entity Type *

State of Incorporation / Organization

Date Incorporated / Formed

Fiscal Year End

e.g., 12/31 for calendar year.

Accounting Method *

NAICS Code

North American Industry Classification System code.

Principal Business Activity

Business Address

Physical location and mailing address.

Business Street Address *

City *

State *

ZIP *

Mailing Address (if different)

Mailing City

Mailing State

Mailing ZIP

Owners, Officers & Partners

List all owners, partners, shareholders, or officers.

Owners / Officers / Partners

One per line: Name, Title, SSN/ITIN, Ownership %, Capital contributed, Address.

Income & Expenses (Forms 1065 / 1120)

Estimate amounts — exact figures come from your books and statements.

Gross Income / Receipts

Cost of Goods Sold (COGS)

Gross Profit

Salaries & Wages (officers/employees)

Rent

Utilities

Advertising

Insurance

Office Expenses

Legal & Professional Fees

Travel & Meals

Depreciation

Other Expenses

Other Expenses Description

Balance Sheet (Forms 1065 / 1120)

End-of-year figures from your books.

Total Assets

Total Liabilities

Total Equity / Capital

Payroll Information (Forms 940 / 941)

Required if filing Form 940 (FUTA) or Form 941 (Quarterly Payroll).

Number of Employees

Total Wages Paid

Federal Income Tax Withheld

Social Security / Medicare Wages

Paid FUTA Tax This Year?

State Unemployment Tax Paid

Quarter (Form 941)

Payroll Deposit Schedule

Direct Deposit / Refund Account

For refund or refund anticipation check delivery.

Bank Name

Routing Number

Account Number

Account Type

Additional Notes

Anything else we should know?

Referral Code (optional)

Consent & Authorized Signature

Required to proceed. An authorized officer/owner must sign.

I authorize EXACT TAX USA to e-file the business return(s) indicated above on behalf of the business.I authorize EXACT TAX USA as the paid tax preparer for this business and confirm the information provided is true and correct to the best of my knowledge. I am an authorized officer, partner, or owner empowered to sign on behalf of the business.I acknowledge the Privacy Notice and consent to the secure handling of the business's personal and financial information.

Signature (type full name) *