Resources

Corporate organizer

The same questions as the portal organizer, in a fillable PDF. Values you enter are preserved when you save and reopen the file.

C corporation

Form 1120. Includes ownership, accounting, asset and state blocks.

S corporation

Form 1120-S. Adds shareholders, K-1 access, officer salary and prior basis.

Fillable fields, not a copy

The PDF uses real form fields: values you type are preserved when you save and reopen it. The template version and year are printed, and any schema change creates a new version.

Organizer blocks

A. Company and filing identity
The legal facts we confirm before preparing anything. Leave the EIN for the portal, where it sits in a protected field.
13 fields
B. Ownership, shareholders and related parties
Changes during the year matter more than the year-end snapshot.
12 fields
C. Accounting and books
A closed trial balance saves time. If your books are open we will quote a cleanup separately.
13 fields
D. Income, costs and payroll
Break income down by the state where the work was done, not where the bank account is.
14 fields
E. Assets, vehicles and credits
List additions and disposals: the asset import for Form 4562 is built from this.
7 fields
F. States, notices and payments
Registration in a state and activity in a state are different things. List both.
6 fields
G. Pending items and confirmation
Confirming the organizer is not an e-file authorisation. Signing Form 8879-CORP is a separate step.
3 fields