Self Employed Business Information Sheet
Taxpayer Name
*
First Name
Last Name
Self-Employment Business Reporting for what tax year?
*
Please Select
2024
2023
2022
2021
2020
2019
2018
What is your business legal name or DBA?
*
If you do not have a legal business name, what is your DBA business name?
What is your business EIN?
*
If you do not have an EIN, enter your social security number
Select the formation of your business
*
Please Select
Sole Proprietor
LLC/Partnership
S Corp
C Corp
Do you have a business checking account
*
Yes
No
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Phone
*
Please enter a valid phone number.
What is your business website?
If you do not have one, type NA
What is your social media handle?
If you do not have one, type NA
What type of business do you have?
*
Provide a description of the services and/or products that you provide
*
What documents can you provide to prove this is a real business in case of an audit?
*
EIN
Business Checking Account
Business Credit Card
Payment Records
List of Clients
Business Registration
Other
Did you receive a 1099 form from others who have paid you through out the tax year?
*
Yes
No
Did you receive a 1099 form from others who have paid you through out the tax year?
*
Yes
No
Is a professional license a requirement in your occupation?
*
Yes
No
How do you advertise your business? Select all that applies
*
Word of mouth
Social Media
Friends and Family
Referrals
Billboards
Direct Mail
Other
By law, you are required to keep adequate records. What type of records do you maintain to verify business income and expenses (Select all that applies)
Accounting Records
Computer Records
Business Bank Accounts
Paid Invoices
Receipts
Ledger
Calendar
Mileage Log
Customer List
Lease
PayPal
Cash App
Other
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Self-Employed Income and Expense Form
How much money have you generated for the tax year from January - December?
Enter whole number only. No cents
BUSINESS EXPENSES
List the amount that you spent in expenses for the tax year. No decimals or cents required.
Advertising
Website, domains, marketing material, post cards, etc
Commission and Fees
Contractor Labor
How much did you pay others that you do not consider an employee
Employee Benefits
Including health insurance you paid for your employees
Insurance
Business Insurance
Mortgage Insurance
for business property
Loan Interest
for business loans only
Legal Expenses
Fees paid for tax preparation, an accountant, or an attorney related to your business
Office Expenses
Office supplies and postage
Continuing Education Cost
Rent Machinery/Equipment
Did you rent any items for your business, if so, what was the cost?
Rent/Lease Property
What was the total amount that you paid for renting or leasing a space
Repairs
What is the cost of repairs for your property such as painting, or updating the space
Supplies
taxes and Licenses
Meals
Utilities
For you rental/lease space
Uniforms
Business Cell Phone
Other Expenses
Please list the expense and amount if not included above
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Business Car Mileage
(Optional)
Worksheet
Input
Year, Make, & Model of your Vehicle
Number of Miles Driven for Business 01/01-06/30
Number of Miles Driven for Business 07/01-12/31
Number of Miles Driven in Total(Business & Personal)
Date Vehicle Placed in service for Business
Do you have written evidence to support your mileage (log, Mile IQ, app, etc.)?
You can take standard mileage deduction 58.5-62.5 cents per mile, or fill in the below amounts for actual (if not on your books):
Amount spent on vehicle lease payments - $
Amount spent on vehicle loan interest - $
Purchase price of vehicle (including sales tax and dealer warranties) - $
Vehicle registration cost - $
Cost of Car Insurance - $
Any other auto related expenses - $
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Home Office
(Optional)
Worksheet
Home Office #1
Home Office # 2 (if you moved or spouse has a separate office)
Was the home office used exclusively & regularly for business?
Do you use your home office as your principal place of business?
SqFt of Home Office
SqFt of Entire Home (Add unfinished SqFt if office is a separate structure or attic/garage)
Did you use your home as a daycare?
Did you use your home to store inventory?
Did you meet customers, patients, or clients in your home?
Did you use a separate structure on your property (attic, garage, ADU, etc.) for business?
Rent Paid - $
Mortgage Interest Paid (or upload 1098 below) - $
Property Taxes Paid (or upload 1098 below) - $
Amount Spent on Utilities (Gas, Water/Sewer, Electricity, Trash) - $
Amount Spent on Home Internet - $
Amount Spent on Home Phone (Landline) - $
Amount Spent on Repairs Excluding Landscaping (Entire Home) - $
Amount Spent on Repairs (Just For The Home Office) - $
Amount Spent on Remodeling (Entire Home) - $
Amount Spent on Remodeling (Just Home Office) - $
Purchase Price of Your Home and year purchased (optional)
Value of Just the Land (optional)
Amount Spent on Hazard Insurance (Homeowners or Renters Insurance) - $
Amount Spent on Hazard Insurance (Homeowners or Renters Insurance) - $
Other Expenses Related to Home Office - $
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Upload Self-Employment Info (1099s, K-1s, etc.) Will obtain bookkeeping records from you separately if needed.
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Tax Preparer
Please Select
Jaime Virgo
Arleaser Corkes
Courtney Britton
Michelle Brooks
Tax Year
Please Select
2024
2023
2022
2021
2020
2019
I, certify that my income and expenses are correct to the best of my knowledge. In the event of an audit, I can substantiate my income and expenses from my receipts and bank statements. We shall not be held liable for any IRS audit or investigation resulting from inaccurate information provided or withheld by the taxpayer(s
Date
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Month
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Day
Year
Date
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