CFS Small Business Tools contains over 150 modules essential to starting, running, and terminating a small business, with the same convenient interface as our other products.

Small Business Tools includes:

• Corporate and Individual Federal/State Tax Planner — Five year projections or five separate scenarios may be entered and viewed at one time. Includes calculations for AMT tax and input for state tax rates and minimum corporate tax.
• Templates for preparing a comprehensive business plan, accountable reimbursement plans, independent contractor agreements, minutes and bylaws of a corporation.
• Checklists for starting a business, preparing partnership and LLC operating agreements and liquidating a corporation.
• Utility modules such as Auto Lease vs. Buy, Paycheck Withholding Calculator, MACRS Depreciation, and Cash T Analysis.
• Corporation and Partnership forms for preparing simple tax returns.
• Other Federal forms such as Application for Federal Identification Number, S Corporation Election, and Power of Attorney.

General Utilities and Calculations:

• 5 Year Corporate Federal/State Tax Planner
• 5 Year Individual Federal/State Tax Planner
• Accountable Business Exp. Reimbursement Plan
• Auto Lease vs Buy Comparison
• Auto Mileage and Expense Log
• Bank Reconciliation
• Business Plan (simple)
• Business Plan (full)
• Buy vs Lease – Equipment
• Bylaws of Corporation
• Cash T Analysis
• Checklist: Corporation Liquidation
• Checklist: LLC Operating Agreement
• Checklist: Partnership Agreement Planning
• Checklist: Safeguarding Taxpayer Data
• Checklist: Starting a Business
• Client Contact Log Sheet
• Client Filing Due Date Reminder
• Client Filing Instructions (2)
• Domestic Production Activities Wksht – Form 8903
• Employee Expense Report (Blank) (2)
• Employee Time Sheet
• Fax Cover Sheet
• General Ledger
• Hiring Your Dependent Child
• Income Statement – Tax/Financial
• Independent Contractor Agreement, Corporation
• Independent Contractor Agreement, General
• Individual 401(k) Plan Contribution
• Invoice
• Keogh/SEP Plan Contribution (Single)
• Keogh/SEP Plan Contribution (Combination)
• Label Maker (IRS/State/Custom/Client)
• MACRS Depreciation
• Minutes: Bank Resolution
• Minutes of Annual Shareholder’s Meeting
• Minutes of Director’s Annual Meeting
• Minutes of First Meeting of the Board of Directors
• Minutes: Special Meeting Waiver of Notice
• Missing Information Sheet
• Net Worth Statement
• Partner’s Basis Worksheet
• Partnership Agreement
• Paycheck Withholding Calculator
• Pension Plan Contribution Summary
• Promissory Note
• Promissory Note Ledger
• Quick Memo
• Self-Insured Medical Reimbursement Plan template
• Shareholder’s Basis Worksheet
• Small Business Health Care Tax Credit Worksheet
• Stmnt. of Prop. Trans. to a Corp… (IRC Sect. 351)
• Statement of Account
• To Do List

Flowcharts:

• Office in Home
• Payroll Deposits

• 966 (Corp. Dissolution or Liquidation)
• 1040-ES (Est. Tax for Individuals)
• 1065 (U.S. Partnership Return of Income)
• Schedule K-1 (Form 1065 – Partner’s…)
• 1120 (U.S. Corporation Income Tax)
• 1120S (U.S. Income Tax Return for…)
• Schedule K-1 (Form 1120S)
• 1128 (App. To Adopt, Change, or Retain a Tax Year)
• 1139 (Corp. Appl. for Tentative Refund)
• 2553 (S Corporation Election)
• 2848 (Power of Attorney)
• 3115 (Change in Accounting Method)
• 4562 (Depreciation and Amortization)
• 5500-EZ (Ann. Ret. of One-Part. Retirement Plan)
• 5558 (App. for Ext. of Time to File Certain Emp…)
• 7004 (Corporate Extension)
• 8300 (Rpt. of Cash Payments >$10,000)
• 8594 (Asset Acquisition Statement)
• 8822 (Change of Address)
• 8832 (Entity Classification Election)
• I-9 (Employment Eligibility Verification)
• SBA 413 (Personal Financial Statement)
• SS-4 (Application for EIN)
• SS-8 (Determination of Worker Status)
• W-4 (Emp. Withholding Allowance Cert.)
• W-9 (Request for Taxpayer ID Number)
• Generic Tax Form Attachment Page