Partnership & Multi-Member LLC Tax Organizer
Use this tax organizer if your business operates as a partnership or LLC with two or more partners or members and has not filed Form 8832 Entity Classification Election to be taxed as a corporation.
If your LLC is owned by a single individual and has not successfully filed Form 8832 Entity Classification Election with the IRS to be taxed as a corporation, you should complete our Self-Employment Tax Organizer.
If IRS has accepted an entity classification for your Partnership or LLC to be taxed as a Corporation, you should complete our C-Corporation Organizer. If your partnership has received IRS verification of S-Corporation election after filing Form 2553 you should complete our S-Corporation Organizer.
Form 1065 is a detailed tax return used to report income and expenses of a business which operates as a partnership or is an LLC that has two or more members. To improve tax return accuracy and maximize your tax savings, we have designed our Partnership/LLC Organizer to assist you with organizing your information and preparing for your tax interview. As a small business owner, your Partnership/LLC might be eligible for various deductions and tax credits. Be sure to notify your tax preparer if any of the following applied to your business during the year:
- You started or purchased a business
- You purchased real estate for use in your business or made improvements to buildings or other property used in your business
- Purchased a hybrid vehicle or other energy-efficiency device
- Made disabled access improvements to your property
- You purchased or sold assets such as computers, photocopiers, production equipment, automobiles
Partnership & LLC Tax Organizer (pdf)
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