Controlled Foreign Corporation (CFC) Investment Reporting Form

Streamline Your CFC Investment Reporting with Paperform

Managing controlled foreign corporation (CFC) investments requires meticulous record-keeping and comprehensive reporting to ensure IRS compliance. This Controlled Foreign Corporation Investment Reporting Form template is designed specifically for financial advisors, tax professionals, accountants, and investors who need to document Subpart F income, global intangible low-taxed income (GILTI), and foreign tax credit planning.

Built for Complex International Tax Reporting

U.S. taxpayers with ownership stakes in foreign corporations face complex reporting obligations under IRC sections 951-965. This template captures all essential information needed for Form 5471, Form 8992, and related international tax filings, including:

• CFC ownership structure and shareholding details
• Subpart F income categories (foreign base company income, insurance income, international boycott income)
• GILTI calculations and tested income reporting
• Foreign tax credit documentation and planning strategies
• Qualified business asset investment (QBAI) details

Why Financial Professionals Choose Paperform

With Paperform's doc-style editor, you can customize this template to match your firm's branding and specific workflow requirements. The conditional logic adapts the form based on ownership percentage, entity type, and income categories—ensuring clients only see relevant questions and reducing submission errors.

For accounting firms and tax advisory practices managing multiple international clients, this form integrates seamlessly with your existing tech stack. Push data directly to your practice management software, create automatic client notifications, and use Stepper (stepper.io) to trigger multi-step review workflows that route submissions to tax preparers, partners, and compliance teams.

Papersign (papersign.com) integration allows you to collect eSignatures on engagement letters and tax representation authorizations directly linked to each CFC reporting submission, maintaining a complete audit trail for your international tax practice.

Whether you're a CPA firm specializing in international taxation, a wealth management practice with high-net-worth clients, or a corporate tax department managing subsidiary investments, this template provides the professional structure needed for accurate CFC reporting and strategic tax planning.

Start with this template, customize it for your practice, and leverage Paperform's secure, SOC 2 Type II compliant platform trusted by financial professionals worldwide.