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Official form guide
Form 433B: Collection Information Statement for Businesses
IRS Form 433B is the Collection Information Statement for Businesses, used to report financial details of a business. This form must be completed with current data available or "N/A".
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IRS Form 433B - Collection Information Statement for Businesses
IRS Form 433B is the Collection Information Statement for Businesses, used to report financial details of a business. This form must be completed with current data available or "N/A".
Risk Radar
Scan points- 1Failure to complete all entry spaces may result in rejection of your request or significant delay.
- 2Omitting the Business Name or Street Address in Section 1a/1b.
- 3Failing to complete all entry spaces with current data or "N/A".
- 4Not including attachments when additional space is needed for a full response.
- 5Missing the required signature, title, or date on Page 6.
Plain English
This form provides a detailed snapshot of a business's finances when an IRS collection action is underway. It lists assets like investments and real estate, debts owed, and the income generated by the company. The information helps the IRS understand what resources are available to satisfy tax obligations.
Submission Date
- Filing date: 2019-02-19 22:00:27
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when reporting financial details of a business to the Internal Revenue Service (IRS).
- Do not use Form 433-B when filing for an individual taxpayer, as it is specifically for businesses.
- Check Form 433 instead when you need a general collection information statement and are not dealing with a specific business.
Form selector
Use this form or another form?
Business has assets transferred less than full value in the last 10 years
Section 2, Line 12 requires detailing these transfers.
✓ Check fields 12 and 13 before continuing.
Business has other affiliations (subsidiary/parent)
Section 2, Line 13 requires listing the related business's EIN and address if this applies.
✓ Ensure you list all affiliated entities.
Business has multiple types of property (Real Estate & Vehicles)
Sections 4, Lines 21a-d and 22a-d require separate entries for each item.
✓ Calculate the totals on lines 21e and 22e accurately.
Deadline or filing window
The official source does not state a specific deadline for filing IRS Form 433B. However, the form instructs users to use the current data available at the time of completion, which is essential for timely review by the Internal Revenue Service.
Checklist
What you need before filling it out
Business Name (1a)
Business name of the entity · Section 1: Business Information
Employer Identification No. (2a)
The business's EIN number · Section 1: Business Information
Cash on Hand (16a)
Cash not held in a bank account · Section 4: Business Asset and Liability Information
Real Property Value (21a-d)
Current Fair Market Value of property listed · Section 4: Real Property
Total Credit Available (20c)
Sum of all credit limits/cards listed in line 20a, 20b, etc. · Section 4: Business Asset and Liability Information
Before you submit
- 1Complete every entry space on Form 433-B with current data or 'N/A'.
- 2Include all necessary attachments if the form does not provide enough space to answer a question completely.
- 3List the Business Name (1a) and Business Street Address (1b) accurately in Section 1.
- 4Verify that you have listed any outstanding amounts owed by related parties on Line 11, providing their full details.
- 5Ensure all Real Property entries (21a-d) include the Lender/Lessor/Landlord's contact information.
- 6Check that the Total Equity calculation for vehicles (Line 22e) includes all listed vehicle lines and any attachments.
- 7Confirm that you have documented all business liabilities in Section 5, including Secured/Unsecured status.
How to file this form
- 1Complete Section 1 by filling in the Business Name, Address (1a, 1b), EIN (2a), and Type of Business (1e).
- 2Detail all assets and liabilities across Sections 4 and 5, ensuring you list specific items like Cash on Hand (16a) and Real Property (21a-d).
- 3Calculate totals for asset sections (like Total Credit Available on Line 20c or Total Equity on Line 22e) using the provided summation lines.
- 4Review all entries, including those detailing related parties (Line 11) and transfers (Line 12), to ensure no space is left blank without data or 'N/A'.
- 5Sign and date Form 433-B before sending it to the appropriate IRS office.
Known limitations
- 1The form must be completed with current data available or "N/A" for all entry spaces.
- 2Failure to complete all entry spaces on Form 433-B may result in rejection of the request or a significant delay in account resolution.
- 3Attachments are required if additional space is needed to respond completely to any question on Form 433-B.
- 4The form requires documentation for verification after review, which may include previously filed income tax returns, profit and loss statements, bank and investment statements, loan statements, financing statements, bills or statements for recurring expenses.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition referenced is Form 433-B (Rev. 2-2019) from February 2019; the source does not reference a specific page for the most recent revision date, but it indicates this version was published in February 2019.
What changed or needs a fresh check
- Edition date — confirm the revision date reads 02/2019.
- Catalog Number — confirm it is 16649P.
- Filing mechanism — ensure you include attachments if additional space is needed to respond completely to any question.
- Completeness — verify that all entry spaces are completed with current data available or 'N/A'.
- Form Title — confirm the title reads Collection Information Statement for Businesses.
Quick Facts
Downloads
After you file
- 1Retain a copy of the completed Form 433-B after submission.
- 2Be prepared to provide verification documentation for the reported assets, encumbrances, income, and expenses when requested by the agency.
- 3If an error is found on Form 433-B, corrections must be made using the current edition of the form (Rev. 2-2019).
- 4The IRS may request verification documentation after reviewing the completed Form 433-B.
Sources
- SRCForm 433-B (Rev. 2-2019) is Catalog Number 16649P and was released in February 2019.
- SRCAll entry spaces on Form 433-B must be completed with current data available or "N/A" [Instructions p.1].
- SRCSection 1 requires Business Name (1a), Street Address (1b), Mailing Address (1d), Telephone (1c), Type of Business (1e), Website (1f), County (2a), and Employer Identification No. (2a) [Form p.1].
- SRCLine 8 on Form 433-B asks if the business uses a Payroll Service Provider or Reporting Agent, requiring Name/Address and effective dates if 'Yes' [Form p.2].
- SRCSection 4 requires listing CASH ON HAND (16a) and BUSINESS BANK ACCOUNTS (16b), which includes online/mobile accounts, money market, savings, checking, and stored value cards [Form p.2].
- SRCPage 5 lists required assets including machinery, equipment, inventory, and intangible assets (licenses, patents, etc.) in lines 23a through 23g [Form p.5].
Common confusion points
What do I include in 'BUSINESS BANK ACCOUNTS' on Form 433-B?
This section requires listing online and mobile accounts, money market accounts, savings accounts, checking accounts, and stored value cards.
→ Ensure you list the specific account types mentioned.
When filling out Section 1a through 1f, should I use my home address or a business mailing address?
The form asks for both: Business Street Address (1b) and Mailing Address (1d).
→ Use the appropriate location for each field.
How do I report an asset that is not physical equipment or property on Form 433-B?
List intangible assets in lines 23e through 23g, such as licenses, patents, logos, domain names, etc.
→ Ensure you provide the description and current Fair Market Value (FMV) for these items.
If a business has multiple loans or judgments, where do they go on Form 433-B?
List them under 'BUSINESS LIABILITIES' on Page 5, including those not listed previously on the form.
→ Do not omit any outstanding notes or judgements.
What is the difference between 'Total Equity' and 'Outstanding Balance'?
Total Equity (line 23h) adds up assets minus liabilities; Outstanding Balance (line 18f) sums amounts due from specific invoices/contracts listed in Section 4.
→ Verify which total relates to the specific financial question being asked.
What should I do if my business uses a Payroll Service Provider?
Answer 'Yes' on line 8, and then provide the Name and Address of that provider along with their effective dates (mmddyyyy).
→ If you answer 'No', skip providing details for lines 8 through 10.
Workflow map
Related forms and next steps
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⚠ If something goes wrong
- The form itself must be used to report errors, and supporting documents are required for verification.
Questions about IRS Form 433B
What is IRS Form 433B used for?
This form provides a detailed snapshot of a business's finances when an IRS collection action is underway. It lists assets like investments and real estate, debts owed, and the income generated by the company. The information helps the IRS understand what resources are available to satisfy tax obligations.
Who must file IRS Form 433B?
Businesses must file IRS Form 433B; specifically, the form requires information from the business itself regarding its financial standing.
What information does IRS Form 433B require?
The form collects data across several sections, including Business Information (Section 1), details on collateralized loans and credit lines (Part III), descriptions of property and vehicles (Parts IV & V), and a Monthly Income/Expenses Statement for Business (Section 5).
Where do I file IRS Form 433B?
The form does not specify a single mailing address; it is submitted to the Internal Revenue Service, and attachments should be included if additional space is needed to respond completely to any question.
How do I complete IRS Form 433B?
First, complete the Business Information (Section 1) with company details. Next, list assets and liabilities using Parts III through V, ensuring you add up totals correctly for investments, credit, and property. Finally, sign and date the form as an Officer, Partner, or LLC Member on Page 6.
What happens if IRS Form 433B is filed incorrectly?
Failure to complete all entry spaces on IRS Form 433B may result in rejection of your request or significant delay in account resolution.
What do I include in 'BUSINESS BANK ACCOUNTS' on Form 433-B?
This section requires listing online and mobile accounts, money market accounts, savings accounts, checking accounts, and stored value cards. Ensure you list the specific account types mentioned.
When filling out Section 1a through 1f, should I use my home address or a business mailing address?
The form asks for both: Business Street Address (1b) and Mailing Address (1d). Use the appropriate location for each field.
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