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: *

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

Have the shareholders or their ownership percentages changed since the last tax year? *

Yes No Not sure

Enter each Shareholder'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 S-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 fields below. *

Yes No

State Nexus

During the tax year, did the corporation 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 the end of the year, did the corporation own 20% or more (directly) or 50% or more (indirectly) of the total stock issued and outstanding 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 fields below *

Yes No

Did your 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

Shareholders

COVID Stimulus

New Clients

Questionnaire