Many partnership/LLC returns fall somewhere in the middle in terms of complexity – not simple and routine, but not overly complicated. In those instances, use this checklist as a tool to help prepare moderately complex partnership tax returns (Form 1065, U.S. Return of Partnership Income).
This checklist is an abbreviated version of the AICPA Tax Section’s Annual Tax Compliance Kit’s Form 1065 long checklist.
The template is available as a fillable PDF and in Word (for Word versions, see