Business Name: *

Nature of Business Activity: *

Name of Person Completing the Form: *

Does C&A have access to your books? (Ex: QuickBooks Online) *

Yes No

Please upload the following to SmartVault (or provide access to your books): *

Comments/Notes on Uploaded Documents:

Does C&A have access to your payroll records? *

Yes No N/A

Please upload the following to SmartVault: *

Comments/Notes on Uploaded Documents:

Did the company perform Research & Development activities during the year? *

Yes No

Please upload the following to SmartVault: *

Was there a change in partners or their ownership percentages since the last tax year? *

Yes No Not sure

Enter each Partner's information below. (If home address is the same as last year, enter "no changes") *

Did your business take a Paycheck Protection Program (PPP) Loan? *

Yes No

Please fill in the table regarding PPP Loans for your Partnership/LLC: *

	When Did You Obtain the Loan?	Amount of Loan	Date Forgiven (if forgiven)
PPP 1
PPP 2

Did you take advantage of any COVID related payroll tax credits? *

Yes No

Please describe the nature of the payroll tax credits received: *

Are you a new client for Tax Year 2021? *

Yes No

Check all requested New Client items that have been uploaded to SmartVault: *

Comments/Notes on Uploaded Documents:

Did the business address change during the year? *

Yes No

New Address *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code

Does the business have nexus (connection by way of sales, property, or employees) with any state besides your home state? If yes, complete the following information below. *

Yes No

State Nexus

During the tax year, did the partnership have any debt that was called, forgiven, or had the terms modified so as to reduce the principal amount of debt? *

Yes No

Please provide as much detail as possible: *

At any time during the tax year, did the partnership have an interest in or a signature authority over a financial account in a foreign country? If yes, complete the following information below *

Yes No

*

Did your business adopt a new retirement plan in 2021? *

Yes No Unsure

Did the Partnership/LLC make any payments to contractors during the tax year that would require it to file Form(s) 1099? *

Yes No

Did the Partnership/LLC file or will file required Form(s) 1099? *

Yes No

Please feel free to provide us any additional information you feel would be helpful in understanding the Partnership/LLC's 2021 tax situation.

Business Tax Return - Data Collection

Information Request - Upload to SmartVault

Partnership Interest

COVID Stimulus

New Clients

Questionnaire