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S-Corp Health Audit Tool
S-Corp Health Audit
Enter the client's intake responses to generate a scored audit report identifying gaps, risks, and recommended actions.
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PDF export included
S-Corp Foundation & Election
When did you elect S-Corp status? *
Do you have a copy of your IRS Form 2553 approval letter? *
What tax year was your S-Election intended to start? *
Have you received any IRS letters regarding your S-Election? *
Who filed your Form 2553? *
Reasonable Compensation & Payroll
What payroll system are you currently using? *
How was your reasonable compensation determined? *
Do you have documentation supporting how your salary was calculated? *
What is your current annual W-2 salary as an S-Corp owner? *
Are you paying yourself consistently on this salary schedule? *
Are you concerned your salary may be too low or too high? *
Accountable Plan & Reimbursements
Do you have a written accountable plan in place? *
Are you reimbursing yourself for home office, mileage, phone, internet, etc.? *
How often do you submit expense reimbursements? *
Corporate Governance & Documentation
Do you hold documented annual and/or quarterly board meetings? *
Are major financial decisions documented in corporate resolutions? *
Distributions & Tax Planning
Do you have a formal profit distribution strategy? *
How often are you taking distributions? *
Are you setting aside money for taxes before distributing profits? *
Goals & Context
Why did you originally elect S-Corp status? *
What are you most concerned about right now? *
If this audit were wildly successful, what would feel "fixed" or clear afterward? *