CCH Axcess Tax — Form 1065

Basic Data

General › Partnership entity information.

Partnership

Name EIN Address Date business began City State / ZIP Business activity NAICS code Number of partners Tax year end

Income

Income/Deductions › Form 1065, page 1, lines 1–8.

Income 0

LnDescriptionAmount

1aGross receipts or sales

1bReturns and allowances

1cBalance (1a − 1b)

2Cost of goods sold (Form 1125-A)

3Gross profit (1c − 2)

4Ordinary income from other partnerships/estates

5Net farm profit (loss)

6Net gain (loss) (Form 4797)

7Other income (loss) (attach statement)

8Total income (loss)

Deductions

Income/Deductions › Form 1065, page 1, lines 9–22.

Deductions 0

LnDescriptionAmount

9Salaries and wages (other than to partners)

10Guaranteed payments to partners

11Repairs and maintenance

12Bad debts

13Rent

14Taxes and licenses

15Interest (see instructions)

16Depreciation (Form 4562)

17Depletion

18Retirement plans, etc.

19Employee benefit programs

20Other deductions (attach statement)

21Total deductions

22Ordinary business income (loss) (8 − 21)

Schedule K — Partners' Distributive Share Items

Schedule K › Separately and non-separately stated items.

Distributive Share Items

LnDescriptionTotal

Income (Loss)

1Ordinary business income (loss) (page 1, line 22)

4Guaranteed payments to partners

5Interest income

6aOrdinary dividends

9aNet long-term capital gain (loss)

Deductions

12Section 179 deduction

13aCharitable contributions

Analysis of Net Income (Loss)

1Net income (loss) (income items − deduction items)

Schedule L — Balance Sheets per Books

Balance Sheet › Beginning and end of tax year.

Assets

LnDescriptionBeginningEnd of year

1Cash

2aTrade notes and accounts receivable

2bLess allowance for bad debts

3Inventories

4U.S. government obligations

5Tax-exempt securities

6Other current assets

8Other investments

9aBuildings and other depreciable assets

9bLess accumulated depreciation

11Land (net of amortization)

13Other assets

14Total assets

Liabilities and Capital

LnDescriptionBeginningEnd of year

15Accounts payable

16Mortgages/notes payable in less than 1 year

17Other current liabilities

19bMortgages/notes payable in 1 year or more

20Other liabilities

21Partners' capital accounts

22Total liabilities and capital

Schedule M-1 — Reconciliation of Income (Loss) per Books

Schedules M-1 / M-2 › Book income to income (loss) per return.

Reconciliation

LnDescriptionAmount

1Net income (loss) per books

2Income on Sch K (1–11) not on books

3Guaranteed payments (other than health ins.)

4 — Expenses on books not on Schedule K

4aDepreciation

4bTravel and entertainment

5Add lines 1 through 4

6 / 7 — Items not on the return

6aTax-exempt interest (income on books)

6bOther income on books

7aDepreciation (on Schedule K)

7bOther deductions on Schedule K

8Add lines 6 and 7

9Income (loss) (Analysis, line 1) = 5 − 8

Schedule M-2 — Analysis of Partners' Capital Accounts

Schedules M-1 / M-2 › Capital roll-forward (ties to Schedule L, line 21).

Analysis of Partners' Capital

LnDescriptionAmount

1Balance at beginning of year

2aCapital contributed — Cash

2bCapital contributed — Property

3Net income (loss) per books

4Other increases (itemize)

5Add lines 1 through 4

6 / 7 — Decreases

6aDistributions — Cash

6bDistributions — Property

7Other decreases (itemize)

8Add lines 6 and 7

9Balance at end of year (5 − 8)

Schedule K-1 — Partner Allocations

Partners › Allocation of distributive share and capital.

Partners

#	Profit %	Capital — Beginning	Capital — Ending
1
2
TOTALS	0	0	0

Partner reconciliation

📄 Government Form — Form 1065 (2025), populated from worksheet input.

Form

1065

Department of the Treasury
Internal Revenue Service

U.S. Return of Partnership Income

For calendar year 2025

OMB No. 1545-0123

Name of partnership

D Employer identification number

Number, street, and room or suite no.

E Date business started

City or town, state, ZIP

A Business activity

Income
1a	Gross receipts or sales
1b	Returns and allowances
1c	Balance
2	Cost of goods sold (Form 1125-A)
3	Gross profit
4	Ordinary income from other partnerships
7	Other income (loss)
8	Total income (loss)
Deductions
9	Salaries and wages
10	Guaranteed payments to partners
11	Repairs and maintenance
13	Rent
14	Taxes and licenses
15	Interest
16	Depreciation
18	Retirement plans
19	Employee benefit programs
20	Other deductions
21	Total deductions
22	Ordinary business income (loss)

Form 1065 (2025) · Schedule K — Partners' Distributive Share Items

Schedule K — Distributive Share Items
1	Ordinary business income (loss)
4	Guaranteed payments to partners
5	Interest income
6a	Ordinary dividends
9a	Net long-term capital gain (loss)
12	Section 179 deduction
13a	Charitable contributions
—	Analysis of Net Income (Loss), line 1

Form 1065 (2025) · Schedules L, M-1, and M-2

Schedule L — Balance Sheets per Books
	Assets	Beginning	End of year
1	Cash
2a	Trade notes and accounts receivable
3	Inventories
6	Other current assets
9a	Buildings and other depreciable assets
9b	Less accumulated depreciation
11	Land
13	Other assets
14	Total assets
	Liabilities and Capital
15	Accounts payable
16	Mortgages/notes payable < 1 year
17	Other current liabilities
19b	Mortgages/notes payable ≥ 1 year
21	Partners' capital accounts
22	Total liabilities and capital

Schedule M-1 — Reconciliation of Income (Loss) per Books
1	Net income (loss) per books
4b	Travel and entertainment
5	Add lines 1 through 4
6a	Tax-exempt interest
7a	Depreciation (Schedule K)
8	Add lines 6 and 7
9	Income (loss) (Analysis, line 1)

Schedule M-2 — Analysis of Partners' Capital Accounts
1	Balance at beginning of year
3	Net income (loss) per books
5	Add lines 1 through 4
6a	Distributions — Cash
8	Add lines 6 and 7
9	Balance at end of year

For Paperwork Reduction Act Notice, see separate instructions. Form 1065 (2025)

Schedule K-1 (Form 1065) — one per partner