Small Business Questionnaire - Option 2: Upload Financial Documents

Small Business Questionnaire - Option 2: Upload Financial Documents

Profit or Loss from Business
How to Use This Questionnaire

For your convenience, our team has put together two different form flows to help you streamline the information submission process.

Option 1: Write in Numerical Values

This option allows you to simply type in the numercal amounts for each category taken from your business's financial records. This is best for business owners who do not have most of their financial records stored electronically for easy uploading (e.g. Cash based businesses with paper receipts).

Option 2: Upload Financial Documents (You are currently using this option)

This option allows you to upload your business's financial records. This is best for business owners who have most of their financial records stored electronically and can easily upload them from their computers or information management systems.
Your full name*

First NameMiddle InitialLast Name
SSN*
Business EIN
Phone number*
Please enter a valid phone number.
Year business started
Business website (if applicable)
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Provide a description of your business
Provide a copy of your business license or permit if applicable

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Do you advertise your business?

YesNo
How do you advertise your business?
If you've paid for advertisement, please submit copies of receipts or other proof of payment

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Did you file state or local sales tax returns for the year

YesNoNot applicable
Please upload copies of the state or local tax returns

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Did you receive Forms 1099-MISC, 1099-NEC or 1099-K for the income reported

YesNo
Please upload copies of forms 1099-MISC, 1099-NEC or 1099-K for the income reported

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Select the types of records you have to support the business income reported for any income you received not included on a Form 1099 (Check all that apply).

Business/Personal bank account statements with business income highlightedAccounting records (e.g., QuickBooks, Peachtree)Electronic payment records (e.g., Apple Pay, PayPal, Zelle, Cash App)Logbooks/LedgersInvoices/Receipts issued to customers for goods and servicesOther
Please upload copies of the business/personal bank account statements with business income highlighted

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Please upload copies of the accounting records (e.g., QuickBooks, Peachtree)

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Please upload copies of the electronic payment records (e.g., Apply Pay, PayPal, Zelle, Cash App)

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Please upload copies of any logbooks or ledgers

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Please upload copies of invoices/receipts issued to customers for goods and services

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Check the type of records you have to support the business expenses (Check all that apply).

Invoices/Receipts received from suppliers for goods and services purchasedRental ContractsBusiness insurance contractsElectronic payment records (e.g., Apple Pay, PayPal, Zelle, Cash App) with expenses highlightedMileage log and receipts for actual car/truck expensesBank/Credit card statements with business expenses highlightedOther
Please upload copies of invoices/receipts from suppliers for goods and services purchased

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Please upload copies of any rental contracts

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Please upload copies of any business insurance contracts

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Please upload copies of electronic payment records with business expenses highlighted

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Please upload copies of mileage logs and receipts for actual car/truck expenses

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Please upload copies of any bank/credit card statements with business expenses highlighted

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Acknowledgment & Signature
You agree that your typed name below is the same as your legal signature, that the information you provided above is from receipts and documentation from your profession, and that it is accurate, true, and complete to the best of your knowledge.
Date Signed*

MonthDayYear
Date
Signee*
Should be Empty: