Tax Organizers & Spreadsheets

January 15, 2020

2019 S-Corporation Tax Organizer Spreadsheets

Compile information for your S-Corp tax return with ease using one of our 2019 S-Corp Tax Organizers. Completing a Tax Organizer will help you avoid overlooking important information and contribute to an efficient preparation of your tax returns. On this page you will find:



Instructions for Downloading your S-Corp Tax Organizer

Please download the spreadsheet that applies to your business for 2019. (Only one is required.)


I Used an Accounting Software

If you used QuickBooks, or another accounting software, please download and complete one of the following tax organizers. If you have offices or employees working in more than one state, use the Multi-State Tax Organizer. If your office(s) is/are located in one state, and most of your employees work in this state, use the Single-State Tax Organizer.

MULTI-STATE TAX ORGANIZER   SINGLE-STATE TAX ORGANIZER


I Did NOT Use an Accounting Software

If you did NOT use QuickBooks, or another accounting software, please download and complete the following tax organizer:

TAX ORGANIZER WITH INCOME & EXPENSEs


 

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Submitting Your Tax Organizer and Documents via Secure Drawer Portal

Our Secure Drawer Portal is the safest way to submit your tax documents to Wendroff CPA. Securely upload your tax documents to us. Please call us at 703-349-1491 or email us to set up a portal account or for assistance using the portal.

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We look forward to serving you again this tax season! Please let us know if you have any questions. 703-553-1099

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