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: *

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

Yes No

Please upload the following to SmartVault: *

Was there a change in shareholding during the tax year (shares authorized, issued, exchanged, or options exercised)? *

Yes No

Please upload the following to SmartVault: *

Enter Officer'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 Corporation: *

	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 additional information below. *

Yes No

State Nexus *

At the end of the year, did the corporation own 20% or more (directly) or 50% or more (indirectly) of the total voting power of all classes of stock entitled to vote of any foreign or domestic corporation? If yes, complete and upload the following information below. *

Yes No

Check requested items uploaded to SmartVault

Profit & Loss of Subsidiary Balance Sheet of Subsidiary

Comments

At the end of the year, did the corporation own 20% or more (directly) or 50% or more (indirectly) in any foreign or domestic partnership (including an entity treated as a partnership) or in the beneficial interest of a trust? If yes, complete and upload the following information below. *

Yes No

Check requested items uploaded to SmartVault

Profit & Loss of Subsidiary Balance Sheet of Subsidiary

Comments

At any time during the tax year, did the corporation 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

*

At the end of the year, did any foreign or domestic corporation, partnership, trust, or tax-exempt organization own 20% or more (directly) or 50% or more (indirectly) of the total voting power of all classes of the corporation's stocks entitled to vote? If yes, complete the following additional information below. *

Yes No

Name of Organization

Tax ID Number

Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code

Percentage of Ownership

At the end of the year, did any individual or estate own 20% or more (directly) or 50% or more (indirectly) of the total voting power of all classes of the corporation's stocks entitled to vote? If yes, complete the following additional information below. *

Yes No

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

Yes No Unsure

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

Yes No

Did the corporation 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 corporation's 2021 tax situation.

Business Tax Return - Data Collection

Information Request - Upload to SmartVault

Corporate Officers

COVID Stimulus

New Clients

Questionnaire