Annual report / tax filing workflow

Galaxy Holdings

This page summarizes what the app already knows and what it still needs before generating CPA-ready K-1, 1099, annual report, and instruction packets.

Known company facts

State: TX
Tax classification: disregarded_entity
EIN: TBD
Annual report status: not_started

Next questions

Confirm tax year and accounting method.
Upload all year-end bank and credit card statements.
Confirm every contractor paid over $600 and collect W-9/W-8.
Confirm all membership transfers and capital contributions.
Confirm whether the entity had foreign members or foreign-source income.

Generated outputs planned

Annual report filing worksheet
CPA package for Form 1065
Member K-1 data worksheet
Contractor 1099-NEC worksheet
Missing info request checklist

Evidence collected

6 documents and 0 cash-flow records/stubs are recorded.

Members / recipients

Name	Role	Ownership	Tax form status
Michael Yuan	initial_member_manager	100%	needed