Assets | | |
Bank statements* | Yes | Yes |
Brokerage statement | Yes | Yes |
Earnest Money Deposit Confirmation | Yes | No |
Closing | | |
HUD-1 Settlement Statement | Yes | No |
Credit | | |
Commercial Loan Application | Yes | No |
Credit Score Information Disclosure | Yes | No |
Letter of Explanation | Yes | No |
Rental Agreement | Yes | No |
Verification of Rent | Yes | No |
Disclosure | | |
Acknowledgment of Intent to Proceed | Yes | No |
Acknowledgment of Receipt of Loan Estimate | Yes | No |
Anti-Steering Safe Harbor Disclosure | Yes | No |
Applicant Certification Regarding Forbearance of Obligations | Yes | No |
Arm Disclosure | Yes | No |
Automated Payments Customer Authorization | Yes | No |
Borrower Affirmation of Information Provided to Establish ATR | Yes | No |
Borrower Certification of Business Purpose | Yes | No |
Borrower Consent to the Use of Tax Return Information | Yes | No |
Change of Circumstance | Yes | No |
Credit Score Disclosure | Yes | No |
Disclosure Consent | Yes | No |
Electronic Record and Signature Disclosure | Yes | No |
Equal Credit Opportunity Act Notice | Yes | No |
First Payment Letter | Yes | No |
Hazard Insurance Authorization Requirements and Disclosure | Yes | No |
Incoming Wire Direct Deposit Confirmation | Yes | No |
Initial Escrow Account Disclosure Statement | Yes | No |
Large Deposit Explanation | Yes | No |
Notice of Furnishing Negative Information | Yes | No |
Notice of Right to Cancel | Yes | No |
RESPA Affiliated Business Disclosures | Yes | No |
Service Provider List | Yes | No |
Social Security Administration Authorization | Yes | No |
USA Patriot Act Information Disclosure | Yes | No |
Identification | | |
Birth Certificate | Yes | Yes |
H-1B - Non-Immigrant Employment Visa | Yes | Yes |
Passport* | Yes | Yes |
Passport Card* | Yes | Yes |
Permanent Resident Card* | Yes | Yes |
Social Security Card* | Yes | Yes |
State ID* | Yes | Yes |
US Driver's License* | Yes | Yes |
Utility bill | Yes | Yes |
Voided check | Yes | Yes |
Income/Employment | | |
4506 - Request for Copy of Tax Return | Yes | No |
4952 - Investment Interest Expense Deduction | Yes | No |
6251 - Alternative Minimum Tax—Individuals | Yes | No |
8582 - Passive Activity Loss Limitations | Yes | No |
8615 - Tax for Certain Children Who Have Unearned Income | Yes | No |
8863 - Education Credits (American Opportunity and Lifetime Learning Credits) | Yes | No |
8867 - Paid Preparer’s Due Diligence Checklist | Yes | No |
8879 - IRS e-file Signature Authorization | Yes | No |
8949 - Sales and Other Dispositions of Capital Assets | Yes | No |
9325 - Acknowledgement and General Information for Taxpayers Who File Returns Electronically | Yes | No |
1040 or 1040-SR Worksheet (2018) | Yes | No |
1040 or 1040-SR Worksheet (2019) | Yes | No |
1040 or 1040-SR Worksheet (2020) | Yes | No |
1040 or 1040-SR Worksheet (2021) | Yes | No |
1040 or 1040-SR Worksheet (2022) | Yes | No |
1040 Two-Year Comparison Worksheet | Yes | No |
1040-ES (NR) - Estimated Tax Payment Voucher | Yes | No |
1040-V - Payment Voucher | Yes | No |
1065 Schedule B (2018) - Other Information | Yes | No |
1065 Schedule B (2019) - Other Information | Yes | No |
1065 Schedule B (2020) - Other Information | Yes | No |
1065 Schedule B (2021) - Other Information | Yes | No |
1065 Schedule B (2022) - Other Information | Yes | No |
1065 Schedule K (2018) - Partners’ Distributive Share Items | Yes | No |
1065 Schedule K (2019) - Partners’ Distributive Share Items | Yes | No |
1065 Schedule K (2020) - Partners’ Distributive Share Items | Yes | No |
1065 Schedule K (2021) - Partners’ Distributive Share Items | Yes | No |
1065 Schedule K (2022) - Partners’ Distributive Share Items | Yes | No |
1120-S Schedule B (2018) - Other Information | Yes | No |
1120-S Schedule B (2019) - Other Information | Yes | No |
1120-S Schedule B (2020) - Other Information | Yes | No |
1120-S Schedule B (2021) - Other Information | Yes | No |
1120-S Schedule B (2022) - Other Information | Yes | No |
1120-S - Two-year Comparison Worksheet | Yes | No |
8879-PE - E-file Authorization for Form 1065 | Yes | No |
8960 Worksheet | Yes | No |
Balance Sheet | Yes | Yes |
Bank Statement Estimate | Yes | No |
Charitable Deduction Limits Worksheet | Yes | No |
Disability Reward Letter | Yes | Yes |
Estimated Tax Worksheet | Yes | No |
Federal Carryover Worksheet | Yes | No |
Federal Information Worksheet | Yes | No |
Federal Tax Return Worksheet | Yes | No |
I-797 - Notice of Action | Yes | No |
Income Calculator | Yes | No |
Income Tax Estimator/Planner | Yes | No |
IRS Form SSA-1099 - Social Security Benefit Statement | Yes | Yes |
LLC Corporation Documents | Yes | No |
Pay Stub* | Yes | Yes |
Pension Award Letter | Yes | Yes |
Personal Information Worksheet for the Taxpayer | Yes | No |
Profit and Loss Statement | Yes | Yes |
Recovery Rebate Credit Worksheet | Yes | No |
Self-employed Business Narrative | Yes | No |
Social Security Award Letter | Yes | Yes |
State Tax Return | Yes | No |
Tax Certification | Yes | No |
Tax Summary | Yes | No |
Veterans Affairs (VA) Award Letter | Yes | Yes |
VOE (1005) - Request for Verification of Employment | Yes | Yes |
VOE (generic) - Verification of Employment Report | Yes | Yes |
VOE (Work Number) - The Work Number Verification of Employment Report | Yes | Yes |
W3 - Transmittal of Wage and Tax Statements | Yes | No |
Legal | | |
Assumption Agreement | Yes | No |
Car Loan Deed | Yes | Yes |
Certificate and Memorandum of Recording of Dedicatory Instruments | Yes | No |
Court Judgment | Yes | Yes |
Court Order | Yes | Yes |
Deed of Trust | Yes | No |
Deed in Lieu of Foreclosure | Yes | Yes |
Document Detail | Yes | No |
Escrow Instructions | Yes | No |
Foreclosure Notice | Yes | Yes |
General Warranty Deed | Yes | No |
Land Title Association | Yes | No |
Loan Agreement | Yes | Yes |
Power of Attorney | Yes | No |
Release of Judgment or Lien | Yes | Yes |
Signature Certificate | Yes | No |
Signature Name Affidavit | Yes | No |
Solar Panel Lease Agreement | Yes | Yes |
Solar Panel Loan Agreement | Yes | Yes |
Subordination Agreement | Yes | No |
Summary of Your Rights Under the Fair Credit Reporting Act | Yes | No |
Trust Agreement or Trust Certification | Yes | No |
Wage Garnishment Order | Yes | Yes |
Mortgage specific forms | | |
1003 (2009) - Uniform Residential Loan Application | Yes | Yes |
1003 (2020) - Uniform Residential Loan Application | Yes | Yes |
1008 (2009) - Uniform Underwriting and Transmittal Summary | Yes | Yes |
1008 (2018) - Uniform Underwriting and Transmittal Summary | Yes | Yes |
1003 (2020) - Uniform Residential Loan Application (Additional Borrower) | Yes | Yes |
Borrower Certification and Authorization | Yes | Yes |
Buydown Agreement | Yes | No |
CAIVRS Authorization | Yes | Yes |
Closing Disclosure | Yes | Yes |
Closing Document Request | Yes | No |
Closing Instructions | Yes | No |
Closing protection letter | Yes | Yes |
Divorce Decree | Yes | Yes |
FHA Case Number Assignment | Yes | Yes |
Flood Elevation Certificate | Yes | Yes |
Gift Letter | Yes | Yes |
IRS Form 4506-C - IVES Request for Transcript of Tax Return | Yes | Yes |
IRS Form 4506-T - Request for Transcript of Tax Return | Yes | Yes |
Loan Estimate | Yes | Yes |
Loan Submission | Yes | No |
Loan Summary | Yes | No |
Mortgage Findings | Yes | No |
Mortgage Insurance Certificate | Yes | Yes |
Mortgage Insurance Disclosure | Yes | No |
Mortgage Insurance Payment Receipt | Yes | No |
Mortgage Insurance Policy | Yes | No |
Mortgage Note | Yes | Yes |
Private Mortgage Payment | Yes | Yes |
Pre-Approval Letter | Yes | Yes |
Purchase Advice | Yes | No |
Title Insurance Policy | Yes | Yes |
VA Certificate of Eligibility | Yes | Yes |
Wiring Instructions | Yes | Yes |
Other | | |
Auto Loan Statement | Yes | Yes |
Child Care Payment | Yes | Yes |
Compliance Agreement | Yes | No |
Compliance Report | Yes | No |
Conditional Approval Letter | Yes | No |
Condo Project Manager Certificate | Yes | No |
Cover Letter for Loan Application | Yes | No |
Cover Page | Yes | No |
Credit Card Statement | Yes | Yes |
Credit Report | Yes | Yes |
Deposited Checks | Yes | Yes |
Electronic Filing Instructions for Tax Return | Yes | No |
Electronic Postmark - Certification of Electronic Filing | Yes | No |
Fee Worksheet | Yes | No |
Filing Instructions | Yes | No |
Fraud Report | Yes | No |
Homestyle Renovation Loan Agreement | Yes | No |
Invoice | Yes | No |
ISO Application | Yes | Yes |
Letter from the Payor (alimony or child support) | Yes | Yes |
Life Insurance Payment | Yes | Yes |
Loan Amortization Schedule | Yes | No |
Lock Confirmation | Yes | No |
Project Questionnaire | Yes | No |
Rental Housing Payment | Yes | Yes |
Solar Panel Payment Receipt | Yes | Yes |
Stock Purchase Plan Payment | Yes | Yes |
Student Loan Statement | Yes | Yes |
Wire Remittance Statement | Yes | Yes |
Property | | |
1004 - Uniform Residential Appraisal Report | Yes | Yes |
1032 - One-Unit Residential Appraisal Field Review Report | Yes | Yes |
Abstract of Title | Yes | No |
Affidavit of Occupancy | Yes | No |
Appraisal Notice | Yes | Yes |
Certificate of Completion | Yes | No |
Certificate of Liability Insurance | Yes | No |
Final Inspection | Yes | Yes |
Flood Hazard Determination | Yes | No |
Homeowner Association Budget | Yes | No |
Homeowner Association Bylaws | Yes | No |
Homeowner Association Covenants Conditions Restrictions Summary | Yes | No |
Homeowner Association Insurance | Yes | No |
Homeowner Association Meeting Minutes | Yes | No |
Homeowner Insurance Policy - Insurance Binder | Yes | Yes |
Residential Lease agreement | Yes | Yes |
Mortgage Statement | Yes | Yes |
Payoff Letter | Yes | Yes |
Preliminary Title Report | Yes | Yes |
Property Detail Report | Yes | No |
Property Tax Info Sheet | Yes | No |
Purchase contract | Yes | Yes |
Property Tax bill | Yes | Yes |
Title Commitment | Yes | No |
Title Opinion | Yes | No |
Tax forms | | |
1040-SR (2019) - U.S. Tax Return for Seniors | Yes | Yes |
1040-SR (2020) - U.S. Tax Return for Seniors | Yes | Yes |
1040-SR (2021) - U.S. Tax Return for Seniors | Yes | Yes |
1040-SR (2022) - U.S. Tax Return for Seniors | Yes | Yes |
IRS Form 1040 (2018) - U.S. Individual Income Tax Return* | Yes | Yes |
IRS Form 1040 (2019) - U.S. Individual Income Tax Return* | Yes | Yes |
IRS Form 1040 (2020) - U.S. Individual Income Tax Return* | Yes | Yes |
IRS Form 1040 (2021)- U.S. Individual Income Tax Return* | Yes | Yes |
IRS Form 1040 (2022)- U.S. Individual Income Tax Return* | Yes | Yes |
IRS Form 1040 Schedule 1 (2018) - Additional Income and Adjustments to Income | Yes | Yes |
IRS Form 1040 Schedule 1 (2019) - Additional Income and Adjustments to Income | Yes | Yes |
IRS Form 1040 Schedule 1 (2020) - Additional Income and Adjustments to Income | Yes | Yes |
IRS Form 1040 Schedule 1 (2021) - Additional Income and Adjustments to Income | Yes | Yes |
IRS Form 1040 Schedule 1 (2022) - Additional Income and Adjustments to Income | Yes | Yes |
IRS Form 1040 Schedule 2 (2018) - Additional Taxes | Yes | Yes |
IRS Form 1040 Schedule 2 (2019) - Additional Taxes | Yes | Yes |
IRS Form 1040 Schedule 2 (2020) - Additional Taxes | Yes | Yes |
IRS Form 1040 Schedule 2 (2021) - Additional Taxes | Yes | Yes |
IRS Form 1040 Schedule 2 (2022) - Additional Taxes | Yes | Yes |
IRS Form 1040 Schedule 3 (2018) - Nonrefundable Credits | Yes | Yes |
IRS Form 1040 Schedule 3 (2019) - Additional Credits and Payments | Yes | Yes |
IRS Form 1040 Schedule 3 (2020) - Additional Credits and Payments | Yes | Yes |
IRS Form 1040 Schedule 3 (2021) - Additional Credits and Payments | Yes | Yes |
IRS Form 1040 Schedule 3 (2022) - Additional Credits and Payments | Yes | Yes |
IRS Form 1040 Schedule 4 (2018) - Other Taxes | Yes | Yes |
IRS Form 1040 Schedule 5 (2018) - Other Payments and Refundable Credits | Yes | Yes |
IRS Form 1040 Schedule 6 (2018) - Foreign Address and Third Party Designee | Yes | Yes |
IRS Form 1040 Schedule 8812 (2018) - Additional Child Tax Credit | Yes | Yes |
IRS Form 1040 Schedule 8812 (2019) - Additional Child Tax Credit | Yes | Yes |
IRS Form 1040 Schedule 8812 (2020) - Additional Child Tax Credit | Yes | Yes |
IRS Form 1040 Schedule 8812 (2021) - Credits for Qualifying Children and Other Dependents | Yes | Yes |
IRS Form 1040 Schedule 8812 (2022) - Credits for Qualifying Children and Other Dependents | Yes | Yes |
IRS Form 1040 Schedule A (2018) - Itemized Deductions | Yes | Yes |
IRS Form 1040 Schedule A (2019) - Itemized Deductions | Yes | Yes |
IRS Form 1040 Schedule A (2020) - Itemized Deductions | Yes | Yes |
IRS Form 1040 Schedule A (2021) - Itemized Deductions | Yes | Yes |
IRS Form 1040 Schedule A (2022) - Itemized Deductions | Yes | Yes |
IRS Form 1040 Schedule B (2018) - Interest and Ordinary Dividends | Yes | Yes |
IRS Form 1040 Schedule B (2019) - Interest and Ordinary Dividends | Yes | Yes |
IRS Form 1040 Schedule B (2020) - Interest and Ordinary Dividends | Yes | Yes |
IRS Form 1040 Schedule B (2021) - Interest and Ordinary Dividends | Yes | Yes |
IRS Form 1040 Schedule B (2022) - Interest and Ordinary Dividends | Yes | Yes |
IRS Form 1040 Schedule C (2018) - Profit or Loss From Business* | Yes | Yes |
IRS Form 1040 Schedule C (2019) - Profit or Loss From Business* | Yes | Yes |
IRS Form 1040 Schedule C (2020) - Profit or Loss From Business* | Yes | Yes |
IRS Form 1040 Schedule C (2021) - Profit or Loss From Business* | Yes | Yes |
IRS Form 1040 Schedule C (2022) - Profit or Loss From Business* | Yes | Yes |
IRS Form 1040 Schedule C-EZ (2018) - Net Profit From Business | Yes | Yes |
IRS Form 1040 Schedule D (2018) - Capital Gains and Losses | Yes | Yes |
IRS Form 1040 Schedule D (2019) - Capital Gains and Losses | Yes | Yes |
IRS Form 1040 Schedule D (2020) - Capital Gains and Losses | Yes | Yes |
IRS Form 1040 Schedule D (2021) - Capital Gains and Losses | Yes | Yes |
IRS Form 1040 Schedule D (2022) - Capital Gains and Losses | Yes | Yes |
IRS Form 1040 Schedule E (2018) - Supplemental Income and Loss | Yes | Yes |
IRS Form 1040 Schedule E (2019) - Supplemental Income and Loss | Yes | Yes |
IRS Form 1040 Schedule E (2020) - Supplemental Income and Loss | Yes | Yes |
IRS Form 1040 Schedule E (2021) - Supplemental Income and Loss | Yes | Yes |
IRS Form 1040 Schedule E (2022) - Supplemental Income and Loss | Yes | Yes |
IRS Form 1040 Schedule EIC (2018) - Earned Income Credit | Yes | Yes |
IRS Form 1040 Schedule EIC (2019) - Earned Income Credit | Yes | Yes |
IRS Form 1040 Schedule EIC (2020) - Earned Income Credit | Yes | Yes |
IRS Form 1040 Schedule EIC (2021) - Earned Income Credit | Yes | Yes |
IRS Form 1040 Schedule EIC (2022) - Earned Income Credit | Yes | Yes |
IRS Form 1040 Schedule F (2018) - Profit or Loss From Farming | Yes | Yes |
IRS Form 1040 Schedule F (2019) - Profit or Loss From Farming | Yes | Yes |
IRS Form 1040 Schedule F (2020) - Profit or Loss From Farming | Yes | Yes |
IRS Form 1040 Schedule F (2021) - Profit or Loss From Farming | Yes | Yes |
IRS Form 1040 Schedule F (2022) - Profit or Loss From Farming | Yes | Yes |
IRS Form 1040 Schedule H (2018) - Household Employment Taxes | Yes | Yes |
IRS Form 1040 Schedule H (2019) - Household Employment Taxes | Yes | Yes |
IRS Form 1040 Schedule H (2020) - Household Employment Taxes | Yes | Yes |
IRS Form 1040 Schedule H (2021) - Household Employment Taxes | Yes | Yes |
IRS Form 1040 Schedule H (2022) - Household Employment Taxes | Yes | Yes |
IRS Form 1040 Schedule J (2018) - Income Averaging for Farmers and Fishermen | Yes | Yes |
IRS Form 1040 Schedule J (2019) - Income Averaging for Farmers and Fishermen | Yes | Yes |
IRS Form 1040 Schedule J (2020) - Income Averaging for Farmers and Fishermen | Yes | Yes |
IRS Form 1040 Schedule J (2021) - Income Averaging for Farmers and Fishermen | Yes | Yes |
IRS Form 1040 Schedule J (2022) - Income Averaging for Farmers and Fishermen | Yes | Yes |
IRS Form 1040 Schedule LEP - Request for Change in Language Preference | Yes | Yes |
IRS Form 1040 Schedule R (2018) - Credit for the Elderly or the Disabled | Yes | Yes |
IRS Form 1040 Schedule R (2019) - Credit for the Elderly or the Disabled | Yes | Yes |
IRS Form 1040 Schedule R (2020) - Credit for the Elderly or the Disabled | Yes | Yes |
IRS Form 1040 Schedule R (2021) - Credit for the Elderly or the Disabled | Yes | Yes |
IRS Form 1040 Schedule R (2022) - Credit for the Elderly or the Disabled | Yes | Yes |
IRS Form 1040 Schedule SE (2018) - Self-Employment Tax | Yes | Yes |
IRS Form 1040 Schedule SE (2019) - Self-Employment Tax | Yes | Yes |
IRS Form 1040 Schedule SE (2020) - Self-Employment Tax | Yes | Yes |
IRS Form 1040 Schedule SE (2021) - Self-Employment Tax | Yes | Yes |
IRS Form 1040 Schedule SE (2022) - Self-Employment Tax | Yes | Yes |
IRS Form 1040-X - Amended U.S. Individual Income Tax Return | Yes | Yes |
IRS Form 1065 (2018) - U.S. Return of Partnership Income | Yes | Yes |
IRS Form 1065 (2019) - U.S. Return of Partnership Income | Yes | Yes |
IRS Form 1065 (2020) - U.S. Return of Partnership Income | Yes | Yes |
IRS Form 1065 (2021) - U.S. Return of Partnership Income | Yes | Yes |
IRS Form 1065 (2022) - U.S. Return of Partnership Income | Yes | Yes |
IRS Form 1065 Schedule K-1 (2018) - Partner’s Share of Income, Deductions, Credits, etc. | Yes | Yes |
IRS Form 1065 Schedule K-1 (2019) - Partner’s Share of Income, Deductions, Credits, etc. | Yes | Yes |
IRS Form 1065 Schedule K-1 (2020) - Partner’s Share of Income, Deductions, Credits, etc. | Yes | Yes |
IRS Form 1065 Schedule K-1 (2021) - Partner’s Share of Income, Deductions, Credits, etc. | Yes | Yes |
IRS Form 1065 Schedule K-1 (2022) - Partner’s Share of Income, Deductions, Credits, etc. | Yes | Yes |
IRS Form 1065 Schedules L, M-1, and M-2 (2018) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income | Yes | Yes |
IRS Form 1065 Schedules L, M-1, and M-2 (2019) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income | Yes | Yes |
IRS Form 1065 Schedules L, M-1, and M-2 (2020) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income | Yes | Yes |
IRS Form 1065 Schedules L, M-1, and M-2 (2021) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income | Yes | Yes |
IRS Form 1065 Schedules L, M-1, and M-2 (2022) - Balance Sheets (L), Income Reconciliation(M-1), and Analysis (M-2) of Partnership Income | Yes | Yes |
IRS Form 1096 - Annual Summary and Transmittal of U.S. Information Returns | Yes | Yes |
IRS Form 1099-G - Certain Government Payments | Yes | Yes |
IRS Form 1099-INT - Interest income | Yes | Yes |
IRS Form 1099-K - Payment Card and Third Party Network Transactions* | Yes | Yes |
IRS Form 1099-MISC - Miscellaneous Information* | Yes | Yes |
1099 NEC - Nonemployee Compensation | Yes | Yes |
IRS Form 1099-R - Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | Yes | Yes |
IRS Form 1120 (2018) - U.S. Corporation Income Tax Return | Yes | Yes |
IRS Form 1120 (2019) - U.S. Corporation Income Tax Return | Yes | Yes |
IRS Form 1120 (2020) - U.S. Corporation Income Tax Return | Yes | Yes |
IRS Form 1120 (2021) - U.S. Corporation Income Tax Return | Yes | Yes |
IRS Form 1120 (2022) - U.S. Corporation Income Tax Return | Yes | Yes |
IRS Form 1120 Schedule G - Information on Certain Persons Owning the Corporation’s Voting Stock | Yes | Yes |
IRS Form 1120 Schedules L, M-1, and M-2 (2018) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report | Yes | Yes |
IRS Form 1120 Schedules L, M-1, and M-2 (2019) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report | Yes | Yes |
IRS Form 1120 Schedules L, M-1, and M-2 (2020) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report | Yes | Yes |
IRS Form 1120 Schedules L, M-1, and M-2 (2021) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report | Yes | Yes |
IRS Form 1120 Schedules L, M-1, and M-2 (2022) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of Corporation's Income Report | Yes | Yes |
IRS Form 1120S (2018) - U.S. Income Tax Return for an S Corporation | Yes | Yes |
IRS Form 1120S (2019) - U.S. Income Tax Return for an S Corporation | Yes | Yes |
IRS Form 1120S (2020) - U.S. Income Tax Return for an S Corporation | Yes | Yes |
IRS Form 1120S (2021) - U.S. Income Tax Return for an S Corporation | Yes | Yes |
IRS Form 1120S (2022) - U.S. Income Tax Return for an S Corporation | Yes | Yes |
IRS Form 1120S Schedule K-1 (2018) - Shareholder’s Share of Income, Deductions, Credits, etc. | Yes | Yes |
IRS Form 1120S Schedule K-1 (2019) - Shareholder’s Share of Income, Deductions, Credits, etc. | Yes | Yes |
IRS Form 1120S Schedule K-1 (2020) - Shareholder’s Share of Income, Deductions, Credits, etc. | Yes | Yes |
IRS Form 1120S Schedule K-1 (2021) - Shareholder’s Share of Income, Deductions, Credits, etc. | Yes | Yes |
IRS Form 1120S Schedule K-1 (2022) - Shareholder’s Share of Income, Deductions, Credits, etc. | Yes | Yes |
IRS Form 1120S Schedules L, M-1, and M-2 (2018) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report | Yes | Yes |
IRS Form 1120S Schedules L, M-1, and M-2 (2019) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report | Yes | Yes |
IRS Form 1120S Schedules L, M-1, and M-2 (2020) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report | Yes | Yes |
IRS Form 1120S Schedules L, M-1, and M-2 (2021) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report | Yes | Yes |
IRS Form 1120S Schedules L, M-1, and M-2 (2022) - Balance Sheet (L), Income Reconciliation (M-1), and Analysis (M-2) of S Corporation's Financial Activity Report | Yes | Yes |
IRS Form 1125-E - Compensation of Officers | Yes | Yes |
IRS Form W-2 - Wage and Tax Statement* | Yes | Yes |
IRS 8825 - Rental Real Estate Income and Expenses of a Partnership or an S Corporation | Yes | Yes |
W9 - Request for Taxpayer Identification Number and Certification | Yes | Yes |