Transaction checker

See how owner activity may map to Form 5472.

Add the activity you recognize. The checker creates a filing map and recommends the appropriate review path without uploading a bank statement.

Build the transaction map

Describe what moved.

Nothing is uploaded or sent while you use this checker. Add one row for each type of owner or related-party activity.

Tax yearWho was on the other side?What happened?

AmountCurrency

Optional note

Filing map

Answers → potential form treatment

Your filing map will appear here.

Add the first type of owner or related-party activity.

This checker identifies potential reporting categories; it does not decide tax treatment. Related-party loans, reimbursements, noncash transfers and unusual arrangements may require professional judgment.