Partnership & LLC Organizer

Tax Organizer for Multi-Member LLCs and Partnerships

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 a single-member LLC, 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 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 operating as a partnership with two or more partners or members. 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

Click here to download our Partnership/LLC Organizer (PDF)

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