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U.S.A. forms for City of Oakland

BROWSE CITY OF OAKLAND (CA) FORMS

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Tax Organizer
Business Entities (C Corporation, S Corporation, Partnerships)
Tax Planning
1. New clients: Complete all sections completely with all information that applies.
2. Returning client: Update Tax Organizer with any changes or additional inform not provided in prior years.
3. All clients:
a. Attach current Income Statement & Balance Sheet
b. Complete any attached statements for assets, loans, contributions and distribution that apply
See more detailed requirements list below depending on your business profile.
Part 1 - Entity Information
Name of Business filed on SS-4
Address
Contact Person
E-mail Address Phone
Tax Return Signer/Managing Partner
Check One
Corporation r S-Corporation r General Partnership r Limited Partnership r
LLC (Single Member) r LLC (Multiple Member) r Limited Liability Partnership) r
Principle Business Activity
Principle Product or Service
Business Code
Business Start Date Date Business Started in State
Method of accounting (keep books as)
Cash r Accrual r Other -Describe
Part 2 - Corporation Information
State Incorporated State ID (if any)
Date Incorporated If S Corp, Effective Date of Election
Part 3 - Principal Shareholders or Partners
Name Tax ID Number Address Own %
Part 4 - Additional Information and Documents Required
1. If this is your first year of existence or a new client:
a. A copy of the state incorporation or partnership agreement
b. A copy of the letter received from the IRS after filing SS-4 showing Entity EIN number & official name
c. If an S-Corp, the filed IRS Form 2553 - Election, & copy of IRS acceptance letter allowing S-Corp status
2. See the attached statement list and include all that apply:
a. Asset additions and changes
b. Notes, Loans and mortgages held either in assets or liabilities
c. Capital/Cash contributions to the business by shareholder or partner
d. Capital/Cash distributions to shareholders or partners
e. Non-standard contributions or distributions
f. Employer and officer payroll information
g. Final Bank statement or bank reconsolidation showing cash in bank
h. Real property loan and real estate information
i. If the business employed independent contractors or made payment to unincorporated
services/suppliers, provide copies of 1099-Misc issued.
j. If any shareholders or partners are residents of states not where business located or
reside outside the US, provide details. There may be withholding requirements.
Part 5 - Questions Related to all entities - If yes check any that apply - if No DON'T check
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SMALL EMPLOYER HEALTHCARE COVERAGE - (Questions 1 & 2 applied to 2015 and forward)
Yes r
No r
Yes r
No r
Yes r
No r
Yes r
No r
Part 6 - Questions Related Only to Partnerships
Yes r
No r
Yes r
No r
Does the business have any foreign partners or shareholders?
At any time during the year, did the business have an interest in or signature or other authority over a financial
account in a foreign country (such as a bank, securities, or financial account)?
During the year, did this business have any debt that was cancelled, was forgiven, or had the terms modified so
as to reduce the principal amount of the loan?
Was there a change in determining quantities, cost or valuations between opening & ending inventory?
Was there any write-down of subnormal goods as described in Regulations Sec 1.471-2( c )?
Do the IRC Sec 263A uniform capitalization rules apply to this business?
Do you have a accounting procedure in place for purchase of tangible property?
Did this business pay any taxes to a foreign government during the tax year?
Did the business pay any expenses during the tax year to make the business accessible or usable by individuals
with disabilities?
Did this employer pay any FICA on employee wages for tips above the minimum wage?
Did this business incur any research and experimental expenditures during the tax year?
Does this business own any residential rental buildings providing qualified low-income housing?
Does the business provide child care facilities or services to its employees?
Has this business filed or is it required to file, form 8918, a Material Advisor Disclosure Statement?
ADDITIONAL QUESTIONS RELATED TO TANBIBLE PROPERTY OR BUILDING REPAIR AND MAINTENANCE
Did you in the current tax year purchase tangible personal property costing greater than $500 per item?
If you did purchase tangible property of greater than $500 per item, have you filed a certified financial statement
to the SEC or any state or federal government agency or had a CPA certified audit and financial statements used
for credit, reporting to shareholder/partners, or use for non-tax purposes? Safe harbor rules for greater than
$500 purchase may apply.
Does the business own any real commercial property valued less $1 million and made total repairs or
maintenance costing less than $10,000 or 2% of the adjusted basis of the building?
1. Do you have 50 or more full-time equivalent employees? (If you say yes, required healthcare
coverage or shared responsibility payments may apply starting in 2015)
2. If yes to the prior question, do you or do you plan to provide minimum value coverage or do all
employees received premium tax credit or cost sharing reduction?
3. Do you have 25 or less full-time equivalent employees and offer healthcare to employees obtained
through a SHOP plan (Marketplace)?
4. If yes to the prior question, your average annual wages per full-time equivalent are less than
$50,000 and you paid as least 50% of premiums for single health insurance under a qualifying
arrangement?
1. At any time during the year was any partner a disregarded entity (sole proprietor), partnership,
trust, S Corp, estate, or a nominee or similar person?
2. At the end of the year, did any foreign or domestic corporation, partnership or entity treated as a
partnership, trust, individual or estate own directly or indirectly 50% or more of the profit loss or
capital of the partnership? If yes, provide details including tax ID.
Yes r
No r
Yes r
No r
Name of Tax Matters Partner Tax ID
Address
Part 7 - Questions Related Only to Corporations (C or S)
Yes r
No r
Yes r
No r
Yes r
No r
Yes r
No r
Yes r
No r
Yes r
No r
Yes r
No r
Yes r
No r
Yes r
No r
Part 7 (Continued) - Questions Related Only to Partnerships
Yes r
No r
Yes r
No r
Yes r
No r
Yes r
No r
Part 8 - Attached Statements
Check off the statements or information provided with the profile:
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Other: r
Other: r
Other: r
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Other: r
Other: r
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Other: r
3. Is this corporation a qualified personal service corporation?
3. At the end of the year, did this partnership own directly 20% or more or own directly or indirectly
50% or more of the total voting power of all classes of stock entitled to vote of any foreign or
domestic corporation? If yes, provide details included tax ID.
4. Was there a distribution of property or a transfer of partnership interest by sale or death during
the tax year?
1. Is the corporation a member of a controlled group of corporations? If yes, provide details.
2. Is this corporation a personal holding company?
2. Notes, Loans, or Mortgages Statement
4. Is this corporation a subsidiary in an affiliated group or parent-subsidiary controlled group? If yes
provide details of all other related corporations.
5. At the end of the year, did any foreign or domestic corporation, partnership, trust, estate, tax-
exempt organization or individual own directly or indirectly 20% or more or own, directly or
indirectly, 50% or more of the total voting power of all classes of stock entitled to vote? If yes,
provide details including tax ID.
6. At the end of the year, did this corporation own directly 20% or more or own directly or indirectly
50% or more of the total voting power of all classes of stock entitled to vote of any foreign or
domestic corporation? If yes, provide details included tax ID.
7. At any time during the year, did one foreign personal own directly 25% of (a) the total voting
power of all classes of stock entitled to vote or (b) the total value of any foreign or domestic
corporation? If yes, provide details including tax ID.
8. Has the C Corporation made any estimated tax payments for the current tax year?
9. Did the C Corporation pay dividends in excess of the corporation's current and accumulated
earnings and profit?
10. Did the S Corp pay shareholder distributions in excess of shareholder basis in the business during
the tax year? If so, provide shareholder distributions and basis details.
11. If an S Corp, does it have any built-in gains or earnings and profits from when it was a C Corp, or
any assets acquired from a C Corp with a basis determined by reference to its basis in the hands of
the C Corp?
12. Was the number of shareholders at the end of the year fewer than 100? (If so provide a list of
shareholders, name, address and Tax ID. (Current clients provide changes only)
1. Asset Details, Additions and Changes Statement
3. Capital/Cash Contributions Statement
4. Capital/Cash Distributions Statement
5. Non-standard Contributions or Distributions Statement
Other: r
Other: r
Other: r
Other: r
Other: r
Other: r
Other: r
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1. New clients: Complete all sections completely with (City of Oakland)

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Completed 2 February 2022

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