Hardie CPA Business Tax Organizer
2024
BUSINESS INFORMATION
Business Name:
*
Business Owner Name:
*
Business Owner Email:
*
Description of Business:
Business Address (if different from owner's personal):
Fed tax id (EIN):
Officer/Shareholder names, Home addresses, Social security numbers + Percent ownership:
Returning clients do not need to fill out unless anything has changed from prior year.
Information Needed (if applicable):
Articles of Incorporation/Organization
F-2553 (S-Corporation election)
Copy of prior year tax return
Quickbooks file or Quickbooks online accountant access
Profit + loss statement and year-end balance sheet (or list of income + expenses – see INCOME + EXPENSES schedule below)
Business expenses paid out of pocket (not included in Quickbooks / not reimbursed)
Copies of December bank and credit card statements
Copies of December statements/balances on notes payable
Copies of federal + state payroll reports including Forms W-2/W-3, 940, 941 and RT-6
Copies of December sales tax filing
Shareholder health insurance payment amount
Depreciation schedules
Partnership or Operating agreement
Purchase or sale of assets (see ASSETS schedule below)
Home office (see HOME OFFICE schedule below)
Vehicle expenses or mileage (see AUTO schedule below)
INCOME + EXPENSES
Gross revenue:
Less returns:
Other:
Cost of Goods Sold:
(Cost of Good Sold = Beginning inventory + Purchases during year - Ending inventory)
Expenses:
AUTO
AUTO
(Omit if using mileage)
HOME OFFICE
Home office details:
Home office expenses to be prorated:
Home Office expenses directly related:
ASSETS
Assets purchased (> $2,500):
Assets sold, retired or converted to personal use:
OTHER
Did your business make any payments during the year that would require you to file Form(s) 1099?
*
Yes
No
Not sure
If yes, did you file Form(s) 1099?
Yes
No
COMMENTS / EXPLANATIONS:
REVIEW + SUBMIT
THANK YOU!!
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