Annual Business Information Form (TY2021)

For ALL businesses: Please fill out one form per business entity. This is for business documentation only and must be filled out every year. Please request an individual checklist for personal returns.

Part I. Business Information

Your Name

Business Name

Business EIN

Business Address

Point of Contact:

Type of Entity

Part II. Entity Information

For new clients AND existing clients with new entities or changes to entities:

• Submit all IRS and DOR entity setup letters received. (CP575, Form 2553 acceptance, Secretary of State forms).
• List of all officers/members (name, address, SSN, percentage ownership):
• Complete the SHAREHOLDER INFORMATION FORM in your Onvio portal.

Please complete questionnaire below by checking “Yes”, “No/Not Applicable” to all questions. If you mark yes to any
questions, please upload supporting documents. If assistance is needed, please call, or email the office.

Part III. Financial & Payroll Information

1. I have a Profit & Loss Sheet

If yes, upload 2-year comparison (if applicable)

2. I have a Balance Sheet

If yes, upload 2-year comparison (if applicable)

3. I have a list of Income & Expenses by category

If yes, upload ONLY IF you do not have a P&L and/or Balance Sheet (template provided upon request)

4. I have a Year End Bank Statement(s), Credit Cards and/or Loans

If yes, upload ending bank/loan/credit card statements & reconciliations if available for all accounts

5. I had a change in Fixed Assets OR Fixed Assets Purchase/Disposition with dates

If yes, upload report(s)

6. I have inventory and no balance sheet (for fiscal year filers or Schedule C)

If yes, upload inventory balance on 12/31/21

7. I have sales in other states

If yes, upload a Sales by State Report

8. I have employees and/or payroll

If yes, upload the W3 and copies of all W2s

9. I have more than 30 employees AND they live in other states

If yes, upload Payroll by State Report

10. I bought or sold real property

If yes, upload Real Estate closing agreements - purchase and sale transactions

11. I made estimated corporate tax payments or paid business taxes due from prior year

If yes, upload copies of checks (or dates & amounts) of any payments

12. Were you required to issue any 1099 Forms? (Contact us if you are unsure)

13. Did you issue the required 1099 Forms? (Through Credo or any other source)

14. I received 1099s

If yes, please upload the 1099s

Part IV. Additional Information

1. Do you have vehicle(s) you are using in your business? (If YES, complete the 2021 BUSINESS USE OF VEHICLES FORM in your Onvio portal.)

2. Do you have a home office? (If YES, complete the 2021 HOME OFFICE FORM in your Onvio portal. This is optional.)

3. Do you have rental properties? (If YES, provide income & expenses or complete the 2021 RENTAL PROPERTY P&L in your Onvio portal.)