BUSINESS / CORPORATION TAX RETURN DUE DATE:
SCOR TAX SERVICESDIV.
26041 CAPE DRIVE, SUITE 228
LAGUNA NIGUEL CA. 92677
TEL/FAX: (949) 348-9888 TEL. V/M (949) 891-8377
E-mail: Website:
This form is just a guide on what information we will need in the preparation of your corporate tax returns. It is not necessary to fill in all the Information.
MY APPOINTMENT IS:______
PLEASE BRING A COPY OF YOUR PREVIOUS YEAR CORPORATE TAX RETURN, YEAR END FINANCIAL STATEMENTS, BANK STATEMENTS.
NAME OF CORPORATION:______
DATE OF INC:______STATE OF INC:______CORP. NO.______
TAX ID NO.______CA FTB ID. NO.______TYPE C/S: ______
SUBSIDIARY / DIVISION NAME: ______
TAX ID NO.:______CA FTB ID. NO: ______RESALE NO.:______
BUSINESS ACTIVITY:______
PRODUCT OR SERVICE:______CODE:______
______
INTEREST RECEIVED
(FROM BANKS OR CREDIT UNIONS, BONDS)
PAYORAMOUNTPAYORAMOUNT
______$ ______$______
______$ ______$______
______$ ______$______
______$ ______$______
DIVIDENDS RECEIVED
PAYORAMOUNTPAYORAMOUNT
______$ ______$______
______$ ______$______
______$ ______$______
______$ ______$______
BUSINESS INVESTMENT ACTIVITIES
(Stocks, Bonds, Land, Bldg, etc
Property Description Date Acquired Cost/ Basis Date sold Selling Price
______$______$______
______$______$______
______$______$______
______$______$______
______$______$______
______$______$______
BUSINESS ACTIVITY INCOME
GROSS RECEIPT OR SALES $______
GROSS RENTS(Rental / Lease Income Properties) $______
GROSS ROYALTIES (Goodwill) $______
OTHER INCOME (not included above)
______$ ______
______$ ______
______$______
ALLOWABLE DEDUCTIONS
Compensation Of Officers Social Security No. % Ownership Amount
Name:______
Name:______
Name:______
Name:______
Name:______
Name:______
Salaries and Wages:$______
Repairs and Maintenance$______Safety Equipment$______
Bad Debts:$______Goodwill$______
Rents / Leases Bldg.$______$______
TAXES AND LICENSE______$______
State Franchise Income Tax$______$______
Property Tax Local$______
Licenses and Fees$______EQUIPMENT & MACHINERY
Payroll Taxes:$______Auto and Truck yr Purchase Value
Other Taxes and Fees$______$______
Bank Charges$______$______
Interest Expense $______$______
Charitable Contributions:$______$______
Advertising:$______Office Equip.(Computer, Printer, Acc.
Pension , Profit sharing plan:$______Furniture, Fixtures, etc)
Employee Benefit programs:$______$______
OTHER DEDUCTIONS:______$______
Company Automobile Expense$______$______
Company Truck / Vehicle Expense:$______$______
Consultation Expense:$______$______
Credit and Collection Cost$______$______
Freight and Delivery$______$______
Discounts:$______$______
Dues and Subscription:$______FACTORY MACHINERY & EQUIPT.
Equipment Rent / Leases$______$______
Factory Expense$______$______
Insurance (Workmens Comp, Property, etc)______$______
$______$______
Uniform & Upkeep (Laundry)$______$______
Repairs and Maintenance$______$______
Miscellaneous$______$______
Supplies$______$______
Postage$______LAND
Print and Copy$______$______
Promotion$______$______
Professional Fees (Legal and Acctg)$______$______
Sales / Marketing Expense$______COST OF GOODS SOLD
Software$______Inventory (Beginning) $______
Small tools and Equipment$______Purchases. $______
Supplies (Office)$______Inventory (Ending) $______
Telephone (Cellphone and pager)$______
Travel and Entertainment$______
Utilities$______
Mortgage$______
Loan to Officers$______
Loan to Others$______
Loan to other Businesses$______
BANK BALANCES
BEGINNING $______ENDING:______
OTHER MISCELLANEOUS INFORMATION
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Form –scor-002