Business Income & Expenses
Tax Year 2023 (filing in 2024)
Name
*
First Name
Last Name
Business Name
*
Email
*
example@example.com
Total Sales (income)
*
Include income reported on 1099s
Other Income (amount & source)
e.g.: Interest, Dividends, Rebates, etc.
Inventory Purchases
If you sell physical products
General Admin and Operation Expenses:
Advertising
Newspaper, Google Ads, Facebook, 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
Telephone & Internet
Business Use
Cell Service
Business use lines only
Utilities
Office Space / Business Space
Supplies
Office, Shipping, Cleaning
Postage & Shipping
USPS, FedEx, UPS
Travel
Business-related airfare, hotels, car rentals, etc.
Dues & Subscriptions
E-Sign, Adobe, Office, Dropbox, Sound Cloud
Home Office Expenses
Must have a home-based business with an area solely dedicated to the business
Estimated House Area:
square footage
Estimated Area of the home office
square footage
Insurance
House Repairs
Mortgage Interest
Homeowners
Property Tax
House Rent
Renters
House Utilities
Gas, Electric, Water, Security, Heater & etc.
Other Expenses
Other expenses
Expense and $ amount
Equipment Purchased & Disposed of
Date purchased, Amount, Description
Vehicle Expenses
Parking and Tolls
Business use only
Miles driven for business
For the entire year
Personal miles driven
On car being claimed for business
Gas & Maintenance
Oil, Repairs, Gas, Inspections, etc.
Vehicle Information
Year/Make/Model
Purchase Price of Vehicle
if vehicle is owned
Vehicle lease payments
If vehicle is leased
Date vehicle placed into service
-
Month
-
Day
Year
Not purchase date. Date began use for business
Receipts and Summary if there is any:
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Bank & Credit Card Statements for business only:
Browse Files
Drag and drop files here
Choose a file
Cancel
of
This information will be reviewed and discussed with you. However, it is your responsibility to provide accurate information and be able to prove the expenses and justify their business use in an audit. This form does not include all scenarios and we suggest you discuss any issued with your account manager.
*
I agree
Print Form
Save & Continue Later
Submit Form
Should be Empty: