2023 Business Tax - Tax Return Questionnaire Logo

  • 2023 Business Tax - Tax Return Questionnaire

    • Business Information 

    • Please fill in this questionnaire with current information to assist us in preparing your 2023 (or prior year if relevant) tax return(s) for your business.

      The documents and information requested should be uploaded to your SmartVault Portal.  You can find a link to login to your Portal on our website www.taxtimeservices.com  under the client tab.

      Once you submit this form you will be emailed a summary copy of your responses and we will also upload a copy to your SmartVault portal, which you can use as a reminder for the informaiton you need to upload.

      Please reach out to us if you have any questions.

      Thank you

      Your Tax Time Services Team

    • Tax Related Questions 

    • If we do not have access to your QBO, please upload to your SmartVault Portal a detailed comparative Profit and Loss and Balance Sheet for 2022 and 2023 as an excel file (note we cannot prepare your return with a PDF file).

    • Please upload to your SmartVault Portal details of the Officers’ or Shareholders compensation schedule or W2 for 2023, including each Officer or Shareholders name, SSN, amount of compensation, and % ownership in company.

    • If yes, please upload to your SmartVault Portal a schedule listing out the additions and disposals including date of transaction, amount and asset description.

    • Please upload to your SmartVault Portal statements to support the year end balances of all loans.  These statements must show the total interest and principal paid during 2023 and the principal balance remaining at Dec 31, 2023.  If a new loan, please upload the loan documentation.

    • If yes, please upload to your SmartVault Portal documentation to support these tranasctions.

    • If yes, please upload to your SmartVault Portal details of the contributions or withdrawals including any cash amounts and/or description of property.  If property was contributed please include the amount you originally paid for the property.

    • If yes, please upload to your SmartVault Portal details of the payments including date(s) and amount(s).

    • If yes, please upload to your SmartVault Portal details of the payments including, recipient(s), date(s) and amount(s).

    • If yes, please upload copies of the notices to your SmartVault Portal.

    • Acknowledgement & Signature 

    • By signing below, you acknowledge and confirm that all information you entered here is true and correct and related to the tax year 2023 (January 1, 2023 to December 31, 2023 or fiscal year if relevant). You also permit Tax Time Services Inc. to capture and collect the information you entered in this form.

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