Business Income & Expenses
Tax Year 2024 (being filed in 2025)
Submitter's Name
*
First Name
Last Name
Business Name
*
Email
*
example@example.com
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Business Income
Total Sales (income)
*
Include all income including oncome reported on forms 1099.
Other Income
e.g.: Interest, Dividends, Rebates, etc.
Business Expenses
2024 (Calendar or Fiscal)
Inventory Purchases for resale
If you sell physical products
Advertising
Newspapers, Google Ads, SEO, Instagram
Commissions and fees
Uber, Shopify, EBay, Amazon, etc.
Contract labor
1099s & Outside Services
Business interest expense
SBA, Credit Cards, Lines of Credit
Legal and professional services
Lawyer, Accountant, Consultants
Office expense
Cleaning, Repairs, supplies, etc.
Pension and profit-sharing plans:
Provide plan documents
Office rent
If not a home-based office
Rent or lease of equipment
Heavy Machines, Instruments, etc.
Repairs & maintenance
Equipment, etc.
Meals
50% Meals: While traveling on business, or eating with clients.
Travel (air, hotel, car rental)
Business travel only
Wages (W-2 Employees)
Provide all payroll reports, showing taxes/deductions
Telephone & Internet
Business use only
Cell Service
Business use lines only
Utilities
Business space only
Supplies
Office, shipping, packaging
Postage & Shipping
USPS, FedEx, UPS
Travel
Business-related airfare, hotels, car rentals, etc.
Dues & Subscriptions
E-Sign, Adobe, Office, Dropbox, Sound Cloud
Insurance
Except Car
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Home Office Expenses
Includes part of your home exclusively for business use
Do you use part of your residence exclusively for business use?
*
Yes
No
List total ANNUAL EXPENSE. We will calculate the business use percentage based on numbers provided.
Total living space
square footage
Space used exclusively for business
square footage
Insurance
Homeowners or renters insurance only
Repairs
Business use portion of the residence
Mortgage interest
Homeowners
Property tax
Homeowners
Rent
Renters
Utilities
Gas, Electric, Water, Security, Heater & etc.
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Other Expenses
Not listed elsewhere
Other expenses
Expense and $ amount
Equipment or assets purchased or disposed of
Date purchased/sold, amount, description
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Vehicle Expenses
Do you have business vehicle expenses?
*
No vehicle expenses
Personal vehicle also used for business
Business-only vehicle
Personal miles driven
*
On car being claimed for business
Business miles driven
*
Do not include personal use miles
Parking and tolls
Business use only
Gas & maintenance
Gas, oil changes, car washes, repairs,. etc.
Insurance
Annual
Vehicle Information
*
Year/Make/Model
Date vehicle purchased or leased
*
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Month
-
Day
Year
Date vehicle placed into service
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Month
-
Day
Year
May not be the same as purchase date
Vehicle lease payments
Total for year
Vehicle purchase price
Total for year
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Documentation and regulations
Have you filed your Beneficial Ownership Information Report?
*
Yes
No
Are you current with your state annual (or other) reporting requirements?
*
Yes
No
Have you filed required 1099s?
*
I am not required to file any 1099s
I have filed all 1099s
I am required and have not yet filed required 1099s
Receipts, Records, 1099s, Financial Statements
Browse Files
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Choose a file
Provide records in proper form to minmize fees.
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Bank & Credit Card Statements
Browse Files
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Choose a file
Business Accounts Only
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Form submitter certifies all information provided is correct and accurate. A basic review will be conducted as stated in the engagement letter. Any additional bookkeeping or other services required to complete the return will be subject to additional fees.
*
I agree
Signature
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