Welcome Greenback Clients
Here you will find answers to the most commonly asked questions, including details on completing your business tax return, accessing and uploading documents into your secure data folder, filing other necessary reports and more!
Documents to Gather
Below is a list of the most common documents we need to prepare your business taxes.
Copy of previous year’s tax return
If we prepared your return last year, then we will already have a copy. If this is your first year filing, then don’t worry about this.
This would include your SS-4 which has your EIN as well as your other Incorporation documents showing your business name, address, owners, etc.
Record of business income and expenses
This is likely to be your business P&L, Balance Sheet and Cashflow statement.
Record of interest and/or dividends
This is likely to be a Form 1099 from a US financial institution or interest statements from any financial institution where the corporation has an account.
Record of Ownership
This would be the names, addresses, and percentage of ownership for any non-US owners of the corporation (include both individual and corporate owner).