What's included in the Small business tax package
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Use Form 4506-T to request tax return information. Taxpayers using a tax year beginning in one calendar year and ending in the following year (fiscal tax year) must file Form 4506-T to request a return transcript. ... Full financial and tax information, such as wages and taxable income, are shown on the transcript.
Individuals file Form 4506-T-EZ to request: Tax return transcripts, tax account information, W-2 information, 1099 information, verification of non-filing, and record of account. A tax return transcript for the current and the prior three years that includes most lines of the original tax return.
IRS has issued a revised Form 4506-T (Rev. 7-2017). ... Effective immediately, this revised Form must be used to request IRS tax transcripts from the IRS Service Centers. The IRS tax transcripts are used to verify the business financial information submitted with loan applications in the 7(a) and 504 Loan Programs.
SBA Form 2202, Schedule of Liabilities is a format suggested by the Small Business Administration (SBA) for describing all fixed debts that should supply a balance sheet. The form is used by small business owners when applying for an SBA Disaster Loan.
Form W-9 is used in the United States income tax system by a third party who must file an information return with the Internal Revenue Service. It requests the name, address, and taxpayer identification information of a taxpayer.
Use Form 4506-A to request under section 6104: A copy of an exempt or political organization's return, report, notice, or exemption application, or. An inspection of a return, report, notice, or exemption application at an IRS office.