Information Gathering

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What type of tax return does the primary operating entity file?

1120S

1120

1065

Sch C

Are there any other related entity returns that need to be filed? (Do not include owners/trusts) *

Accounting System *

Bookkeeper/Controller (name & email) *

Password Manager *

Receipt Storage *

Internal File Storage *

Sales, Proposals, & Receivables *

Payroll *

Cash Disbursement & Payables *

Inventory

Employee Expense Reimbursement

Internal Communication *

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