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Tax questionnaires

Partnership / Multi-Member LLC tax return questionnaire

Please complete this questionnaire for the tax year(s) you would like us to prepare. Your answers save automatically in this browser, so you can leave and come back.

Questions while completing this questionnaire? Email info@clearviewfinancials.co or call (718) 360-5470.

Important — private information. Please do not enter Social Security Numbers, bank account numbers, or other sensitive personal information into this questionnaire. You can securely submit private information and documents in the final step.

Business & contact information

1

Business information

Is this the first tax return being filed for the business?

2

Books & accounting

Do you use QuickBooks Online?

3

Member / partner information

Is there an Operating Agreement that shows the members' profit, loss, and capital percentages?

4

Contractors / 1099s

Did the business make payments that required Forms 1099-NEC or 1099-MISC?

5

New assets / depreciation

Did the business purchase any equipment, machinery, furniture, computers, real estate, leasehold improvements, or other significant assets during the tax year? (Vehicles are covered in Section 6.)

Did the business sell, trade in, abandon, or otherwise dispose of any business assets during the tax year?

6

Vehicles

Did the business own or use any vehicles for business purposes during the tax year?

7

Health insurance

Did the LLC pay health insurance premiums for any LLC members?

8

Retirement plans

Did the business have a retirement plan or make retirement contributions during the tax year?

9

Foreign activity

Did the business have any foreign activity during the tax year?

10

Digital assets

During the tax year, did the business receive, sell, exchange, or otherwise dispose of cryptocurrency or other digital assets?

11

State information

Did the business conduct business in any other state during the tax year?

Do all LLC members live in the same state?

12

Member / Partner Information Form

This is a separate fillable PDF. Complete one block for every LLC member or partner, then upload it with your other documents in the final step.

What you need to fill out

  1. Full legal name of each LLC member or partner
  2. SSN or EIN for that member or partner
  3. Ownership % and the date they joined
  4. Street address, city, state, and ZIP
  5. Phone and email

One block per member or partner — the form has room for four. If you have more than four, print or save an extra copy.

Member / Partner Information Form

Fillable PDF — one entry per LLC member/partner.

Download PDF

Prefer to share SSNs or EINs by phone? Call (718) 360-5470.

Anything else?

Is there anything else you would like us to know that may affect the business tax return? (optional)

Documents & secure submission

1.Gather your documents

Make sure you have downloaded and completed the Member / Partner Information Form (Section 12) and gathered the items below.

2.Upload everything securely

Securely upload documents

Please note: do not send Social Security Numbers, bank account information, or other sensitive personal information through regular email.

3.Send us your answers

This sends your answers straight to our team by email, and emails you a copy for your records.

Answers save automatically in this browser.