(If in operation for one or more years) Applicant 03.B-Changes in Statement of Changes in Yes Provides Financial Position Financial Position (If in operation for one or more years) Applicant 03.C-Cash Flow Cash Flow Statement Yes Provides (If in operation for one or more years) Applicant 03.D-Expenditures Capital Expenditures Yes Provides (If available and in operation for one or more years) Applicant 03.E-Audit Annual Audit Yes, if available. Provides (If in operation for one or more years) Applicant 03.F-Budget 12-Month Projected Budget Yes Provides of Income and Expenses (If in operation for less than one year) Applicant 03.G-Funds Reserve Funds or Available Yes Provides Credit for two months of Operation (If in operation for less than one year) Applicant 03.H-IRS Reporting Annual Internal Revenue Yes, if Provides Forms Service (IRS) reporting Applicable. Forms 990; 1065; 1120; and 1040C; 940; and 941 Applicant 03.I-Change Impacting Change impacting ownership Yes, if Provides Ownership within 12 months prior to Applicable. Application submission or is anticipated during the 12 months following submission FILE FOLDER 3: Required Forms Document ELECTRONIC FILE Is Document Location NAME Document Required Yes/No
(If in operation for one or more years) Applicant Provides 03.B-Changes in Financial Position Statement of Changes in Financial Position (If in operation for one or more years) Yes Applicant Provides 03.C-Cash Flow Cash Flow Statement (If in operation for one or more years) Yes Applicant Provides 03.D-Expenditures Capital Expenditures (If available and in operation for one or more years) Yes Applicant Provides 03.E-Audit Annual Audit (If in operation for one or more years) Yes, if available. Applicant Provides 03.F-Budget 12-Month Projected Budget of Income and Expenses (If in operation for less than one year) Yes Applicant Provides 03.G-Funds Reserve Funds or Available Credit for two months of Operation (If in operation for less than one year) Yes Applicant Provides 03.H-IRS Reporting Forms Annual Internal Revenue Service (IRS) reporting Forms 990; 1065; 1120; and 1040C; 940; and 941 Yes, if Applicable. Applicant Provides 03.I-Change Impacting Ownership Change impacting ownership within 12 months prior to Application submission or is anticipated during the 12 months following submission Yes, if Applicable. FILE FOLDER 3: Required Forms Document Location ELECTRONIC FILE NAME Document Is Document Required Yes/No
6-1-CPA-Open-Enrollment-Application-Attachments-Required-Forms.docx