2015
TaxOrganizerfor
PartnershipReturnsforTraders
1065Returns
UsethisOrganizerforLPsorLLCs(TaxedasPartnerships)HoldingTradingAccounts
IMPORTANT
Wewillbeunabletocompleteyourtaxreturnuntilwehavereceivedthecompletedtaxorganizerandrequireddocumentationincludingtheclientstatement,paymentinformation,corporateinformationownershipinformation.
AndersonBusinessAdvisors
3225McLeodDrive
LasVegas,NV89121
TollFree:800-706-4741
Local:702-487-3780
Fax:702-664-0547
E-Mail:
SecureOnlineUploadPage:
INSTRUCTIONS
•Pleaseattachacopyofyourpreviousyeartaxreturnifnotpreparedbyourcompany.
•Completethesectionspertainingtoyourtaxreportingrequirements.
•Pleasechecktheorganizertomakesureyouarefurnishingalltheinformationneededtocompleteyourreturncorrectlyandaccurately.
•Usethelastpageoftheorganizertowritedownquestionsyoumayhaveandwewilladdressthemduringthepreparationofthetaxreturn.
•PleaseprintoutaBalanceSheetandaProfitLossStatementfromyouraccountingprogramusingcashbasis.
•Pleaseprovide1099-BStatementsforalltradingaccounts.
•PleaseprovideGain/LossActivityReportsinExcelformat.
CLIENTSTATEMENT
Taxreturnsarepreparedintheorderreceived.CompletedTaxOrganizersaredueinouroffices30dayspriortothereturndeadlineinorderforAndersonAdvisorstoguaranteethetimelinessofthereturn. IntheeventaTaxOrganizerisreceivedwithinthe30dayperiodpriortothetaxdeadline,Clientwillpayanexpeditefeeof$150.00toensuretimelycompletionandifreceivedinthefinal2weeksbeforethedeadline,Clientwillpay$250.00toensuretimelycompletion.Ifunabletocompletebydeadline,AndersonAdvisorswillrequestanextensiononclient’sbehalfifthatoptionisavailable.
Thescopeofworkinconnectionwiththepreparationofyour(“theClient”)federalandstateincometaxreturnsisintendedtobeincompliancewiththerequirementsissuedbythevarioustaxingauthorities.Becausetaxlawsarenotalwaysclear,honestdifferencesofopinionsmayarisebetweenourinterpretationoflawsandthatofthevarioustaxingauthorities.Wewillassistyouinresolvingthesedifferencesinyourfavorwheneverpossible.
Clientand/oryourdulyappointedrepresentativeagreenottoholdAndersonAdvisorsliableforinterpretationsmadewithregardtoanyoftheinformationsuppliedbyClientandusedinthepreparationofthetaxreturns. Unlesscompelledtodosobylaw,AndersonAdvisorsdoesnotdiscloseanyirregularitiesorprovidestatementswithregardtothevalidityoftheinformationsuppliedbyClienttoanytaxingauthority.
Alltaxreturnsaresubjecttoreviewandacceptancebythevarioustaxingauthorities. IntheeventofanexaminationorothertaxingauthoritycontactAndersonAdvisorscanrespondorrepresentyourpositiontothetaxingauthority;however,thereisafeeforthisservice.Youmayappealanyadjustmentsproposedbyataxingauthority.
Pleasereviewanycompletedtaxreturnscarefully. Aspreparers,wehavearesponsibilitybothtothevarioustaxingauthoritieswithwhomwefiletaxreturnsaswellastoourclients. AnyclientwillremainliableforthecontentsoftaxreturnspreparedbyAndersonAdvisorswithdataprovidedbysaidclient.
Alltaxreturnpreparationfeesmustbepaidbeforethetaxreturncanbeelectronicallyprocessed.
Oncepaymentisreceivedandtheproperformsaresignedtoelectronicallyfilethetaxreturn,i.e.Form
8879,wewillfilethetaxreturn.
BysigningthisdocumentIacknowledgethisstatementandthedatesbelow.Signature:
NameonCreditCard:CreditCardNumber:
ExpDate:3/4DigitCode:
Bysubmittingthisform,youareauthorizingAndersonAdvisorstosendyouaninvoiceelectronically(viaemail)andtochargethecreditcardprovidedabovefive(5)daysaftertheinvoicehasbeensubmittedtoyou.
Checkifyouwouldlikeaquotefor
thepreparationfeesbasedontheinformationprovidedinthisOrganizerbeforeworkiscommenced.
YesWouldyouliketouseyour
prepaidtaxpackagetimeforthisreturn?(ifapplicable)
Yes
No
Notsure,pleasecontactmetodiscuss
FAXCOVERPAGE
Attention:AndersonAdvisors-TaxPreparationDepartment
To:AndersonAdvisors-702-664-0547
Attention:
From:
Date:
TotalNumberofPages: (includingcoverpage)
THISFAXINCLUDESTHEFOLLOWING(Checkallthatapply)
ClientStatement
Organizerfor(Name )
SupportingDocuments
Other
Youmayalsouploadalldocumentssecurelyonlineat
FirstandLastName:NameofEntity:
StreetAddressofBusiness:
City:State:Zip:
EmployerIDNumber(EIN):SigningOfficerTitle:
Phone:(BesttoReachYouDuringtheDay)
E-mail:
MailCompletedReturnto:
City:State:Zip:
Doesyourentityhaveayear-endotherthanDec?
Ifso,When?
Isthisthepartnership'sfirstreturn?
Isthisthefinaltaxreturn? Ifyes,Whatisthedissolutiondate?
StateofFormation:StateIDNo.:StateTaxIDNumber:
WhatdatewasthePartnershipor
LLCformed?
Whatistheprincipalbusiness?Whatisthemainproductor
service?
WebfileNumber:
SOSNumber(CAOnly)
AccountingMethod:CashAccrual
Other
Atanytimeduringtheyear,didtheentityhaveaninterestinorsignatureauthorityoverafinancialaccountinaforeigncountry?
Areallpartners/membersactivelyparticipatinginthisbusiness?
AreanyoftheMembersclaimingRealEstateProfessionalStatusfromtherealestateactivitiesbeingreportedinthisPartnership?
Ifyes,didthosemembersspendamajorityoftheirworkinghoursandatleast750hourofservicein2014
*qualifiedactivitiesinRealEstate?
Aretheydocumentedinwriting?
DoyouhaveaCorporationthatownsaninterestinthisentity?
Ifyes,pleaselist
nameofCorporation?
HaveallpropertytitlesbeentransferredintothenameofthepartnershiporLLCorhasabeneficialinterestofalandtrustholdingtitletoRealEstatebeenassignedtothisentity?
IsthePartnershippubliclytraded?
**Pleasefillinallinformation-Ifshareholderisanindividual,useSocialSecurityNumber.Ifshareholderisanentity,usetheEINnumber
Name:ofPartner/Member
U.S.Citizen:Ifno,Where?StreetAddress:
City:
State:Zip:SocialSecurityNumber/EIN
Partnership?Ownership
Name:ofPartner/Member
U.S.Citizen:Ifno,Where?StreetAddress:
City:
State:Zip:SocialSecurityNumber/EIN
Partnership?Ownership
Name:ofPartner/Member
U.S.Citizen:Ifno,Where?StreetAddress:
City:
State:Zip:SocialSecurityNumber/EIN
Partnership?Ownership
Name:ofPartner/Member
U.S.Citizen:Ifno,Where?StreetAddress:
City:
State:Zip:SocialSecurityNumber/EIN
Partnership?Ownership
Name:ofPartner/Member
U.S.Citizen:Ifno,Where?StreetAddress:
City:
State:Zip:SocialSecurityNumber/EIN
Partnership?Ownership:
DoyouhavemorePartners/Members?
FinancialStatements
Ifyouhaveabalancesheetandprofitandlosspleaseuploadthosedocumentsorincludethemwhenyoufaxinthisorganizer,thenyoucanskipthissection.
BalanceSheet
Assets
CashinBankonLastDayof
BusinessYear
TradeNotesandAccounts
Receivable(foraccrualbasisonly)Inventories
OtherCurrentAssets(attachstatement)
OtherInvestments(attachstatement)
BuildingsandOtherDepreciable
Assets
LessaccumulatedDepreciation
Land
IntangibleAssets
LesaccumulatedAmortization
TotalAssets
LiabilitiesandCapital
AccountsPayable
MortgagesandNotesPayableinLessThan1Year(accrualbasisonly)
Othercurrentliabilities(attachstatement)
AllNon-recourseLoans
Mortgages,NotesPayablein1YearorMore
OtherLiabilities(AttachStatement)Partners’CapitalAccounts
TotalLiabilitiesandCapital
Income
BusinessIncome
InterestReceived(Encloseall
1099-INTForms)
DividendsReceived(Encloseall
1099-DIVForms)
Expenses
(Businessonly,donotincludeRentalorPersonalExpenseshere)
PLEASECOMPLETEONLYIFTHEPARTNERSHIPBALANCESHEET,GENERALLEDGERANDPROFITANDLOSSSTATEMENTSARENOTATTACHED.
OrganizationCosts
BankCharges
OfficeSupplies(IncludingPrinting
Copies)BusinessLicenses
LegalandProfessionalServices
ManagementFees
GuaranteedPaymentstoPartners
OtherAmountOtherAmountOtherAmountOtherAmount
OtherExpenses(Describe)
SalesofStocks,Bonds,MutualFundsandOtherSecurities
Isthebrokerageaccountinthenameofthispartnership/LLC?
Ifno,donotcontinue.
Pleaseincludetheentireform1099-BfurnishedfromyourBrokersalongwithaGain/LossActivityReportinExcelformat. IfthebrokerstatementsincludetheCOSTofthesecuritiessoldduringtheyearandoryouaresendingprintoutsshowingthecostofthesecuritiessold,youdonotneedtocompletethissection.
Description:
DateSold:DateAcquired:
CostBasis:SalePrice:
Description:
DateSold:DateAcquired:
CostBasis:SalePrice:
Description:
DateSold:DateAcquired:
CostBasis:SalePrice:
Description:
DateSold:DateAcquired:
CostBasis:SalePrice:
Description:
DateSold:DateAcquired:
CostBasis:SalePrice:
Doyouhavemoresales?
TotalOptionsPurchasedin2014:
TotalOptionsPurchasedin2014thatarestillopenattheendofyear
TotalOptionsSoldin2014:
**Provideanyfinancialstatements,generalledger,previousyearstaxreturn,gain/lossactivityreportsinexceland1099-Bstatements.
ADDITIONALINFORMATIONORCOMMENTS:
Pleasesaveandsubmitformviaemailat:
oryoucanouruploadittooursecureserverat:
Youmayalsoprintoutthedocumentandfaxittousat:
702.664.0547