How 5472Direct works
A free eligibility check comes first. Then you answer questions about your LLC, its owner and the year's transactions, and the software fills in Form 5472 and the pro forma 1120 as PDFs, in one session. You send them to the IRS yourself, or add IRS Direct Delivery and we fax them for you.
The three steps
Built for simple filings. If your case isn't simple, the free eligibility check tells you before you pay and points you to a CPA partner.
- Step 01
Check eligibility, free
Answer a few questions about your LLC before you pay. If your case needs more than a simple filing, we tell you up front and refer you to a CPA partner.
- Step 02
Add your details and transactions
Enter your LLC and owner details in a guided wizard. Add transactions by bank import (Plaid), CSV upload, or manual entry. Imported transactions come with suggested categories. You review them and can change any of them.
- Step 03
Review and get your forms
Your Form 5472 and pro forma 1120 are ready in the same session. Add IRS Direct Delivery (+$49) and we fax them to the IRS and send you the transmission receipt.
What you need on hand
Most of it is already in your formation documents and bank statements.
Your LLC's details
Legal name, EIN, state and date of formation, and its address. You also pick the business activity code that fits best.
Your owner details
Full legal name, citizenship, country of tax residence and foreign address, plus your foreign tax ID if you have one.
Your transactions
Connect your bank with Plaid, upload a CSV, or enter transactions by hand. Imported transactions come with suggested categories. You review them and can change any of them. The final categories are your decision.
One year-end number
Your LLC's total assets at the end of the tax year, in U.S. dollars. The wizard asks for it before checkout.
What the software fills in
The same packet the IRS instructions describe, generated from your answers and ready as PDFs.
Pro forma 1120
The cover page the IRS instructions describe: the LLC's name, address and items B and E, with “Foreign-owned U.S. DE” written across the top.
Form 5472
The reporting corporation and foreign owner details, and the year's reportable transactions, filled from your answers.
Supporting statements
The attached statements that describe the year's reportable transactions, which the instructions ask foreign-owned U.S. DEs to include.
Source: IRS instructions for Form 5472.
See the forms you’ll get
Your packet has the pro forma 1120, Form 5472 and its supporting statements, as PDFs. With IRS Direct Delivery, you also get the fax transmission receipt.
Pro forma 1120
Form 5472With supporting statements
Fax transmission receiptWith IRS Direct Delivery (+$49) (sample PDF, opens in a new tab)
Where the packet goes
Foreign-owned U.S. DEs cannot file Form 5472 electronically. The IRS instructions give it a dedicated route: fax to 855-887-7737, or mail to the IRS PIN Unit in Ogden, Utah. IRS Direct Delivery uses that fax route and emails you the transmission receipt.
Source: IRS instructions for Form 5472. You can also download and file it yourself.
Still need to file Form 5472 for tax year 2025?
Check if your LLC qualifies for free, then get your IRS-ready filing in the same session.