365 PROFIT OR LOSS DECLARATION

1
BUSINESS TAX YEAR
Please Select
Please Select
2025
2024
2023
2022
2021
2020
2019
2
BUSINESS OWNER FULL NAME* This field is required.
First Name
Last Name
3
BUSINESS PARTNER
First Name
Last Name
4
WHICH AGENT WILL BE HELPING YOU PREPARER YOUR BUSINESS FILING THIS YEAR?
Please Select
Please Select
DERRICK ROBINSON
MARGARET PEGUES
HIEDI GADSON
COREY WHITESIDE
KIANA THOMAS
SHARI ENGLISH
CHARMAINE CHUNG
SELECT FROM DROP-DOWN LIST
5
BUSINESS OWNER PERCENTAGE OF OWNERSHIP
6
BUSINESS PARTNER PERCENTAGE OF OWNERSHIP
7
BUSINESS NAME* This field is required.
8
TYPE OF BUSINESS ENTITY* This field is required.
Please Select
Please Select
INDEPENDENT CONTRACTOR (SCHEDULE-C)
SOLE PROPRIETORSHIP (SCHEDULE-C)
SINGLE-MEMBER LLC (SCHEDULE-C)
PARTNERSHIP (FORM 1065)
S-CORPORATION (FORM 1120-S)
CORPORATION (FORM 1120)
9
BUSINESS INDUSTRY TYPE* This field is required.
10
DO YOU HAVE AN EMPLOYER IDENTIFICATION NUMBER (EIN) ISSUED TO YOU FROM THE IRS FOR YOUR BUSINESS?* This field is required.
YESNO
11
EMPLOYER IDENTIFICATION NUMBER (EIN)
12
BUSINESS PHONE NUMBER* This field is required.
13
BUSINESS EMAIL* This field is required.
example@example.com
14
BUSINESS ADDRESS* This field is required.
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
15
BUSINESS ACCOUNTING METHOD* This field is required.
Please Select
Please Select
CASH
ACCRUAL
16
DID YOU RECEIVE A 1099-NEC OR 1099-MISC FROM AN EMPLOYER?* This field is required.
YES
NO
17
TAKE A PHOTO OF FORM 1099
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Max. file size: 10.6MB
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18
TAKE A PHOTO OF FORM 1099
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Select files to upload
Max. file size: 10.6MB
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19
TAKE A PHOTO OF FORM 1099
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Select files to upload
Max. file size: 10.6MB
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20
TAKE A PHOTO OF FORM 1099
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Max. file size: 10.6MB
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21
DO YOU OPERATE YOUR BUSINESS FROM A HOME OFFICE?* This field is required.
YES
NO
22
TOTAL HOME SQ. FT?IF YOU OPERATE YOUR BUSINESS FROM HOME PLEASE FILL IN THE BLANK FOR POTENTIAL TAX SAVINGS
23
TOTAL HOME OFFICE SQ. FT?IF YOU OPERATE YOUR BUSINESS FROM HOME PLEASE FILL IN THE BLANK FOR POTENTIAL TAX SAVINGS
24
PLEASE UPLOAD YOUR BUSINESS PROFIT OR LOSS STATEMENT FOR THE YEAR ASSOCIATED WITH YOUR TAX RETURN
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Max. file size: 10.6MB
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25
FILL OUT THE FINANCIAL INFORMATION BELOW IF YOUR BUSINESS HAS NOT COMPLETED AN INTERNAL PROFIT OR LOSS STATEMENT FOR THE YEAR. THIS IS ONLY A GUIDE TO HELP ENSURE ALL YOUR INCOME AND EXPENSES FOR THE YEAR HAS BEEN ACCURATELY ACCOUNTED FOR AND CALCULATED. IF THERE ARE INCOME OR EXPENSES OUTSIDE OF THE LINE ITEMS LISTED PLEASE BE SURE TO INFORM YOUR TAX PREPARER AND PROVIDE THE ADDITIONAL INFORMATION TO FINISH YOUR TAX FILING.
26
BUSINESS INCOME
Amount
Sales
Row 0, Column 0
Services
Row 1, Column 0
Other Income
Row 2, Column 0
Sales
Services
Other Income
Amount
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Amount
Row 1, Column 0
Amount
Row 2, Column 0
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27
GROSS BUSINESS INCOME* This field is required.
CALCULATED AMOUNT DO NOT EDIT
28
BUSINESS EXPENSES
Amount
ACCOUNTING SERVICES
Row 0, Column 0
ADVERTISING
Row 1, Column 0
BANK CHARGES
Row 2, Column 0
BUSINESS ENTERTAINMENT
Row 3, Column 0
BUSINESS GIFTS
Row 4, Column 0
BUSINESS PERMITS
Row 5, Column 0
BUSINESS PHONE
Row 6, Column 0
BUSINESS UNIFORMS
Row 7, Column 0
BUSINESS LICENSES
Row 8, Column 0
BUSINESS LOAN INTEREST
Row 9, Column 0
BUSINESS VEHICLE GAS AND OIL
Row 10, Column 0
BUSINESS VEHICLE TIRES
Row 11, Column 0
BUSINESS VEHICLE REGISTRATION & TAXES
Row 12, Column 0
BUSINESS VEHICLE LOAN INTEREST
Row 13, Column 0
BUSINESS VEHICHLE INSURANCE
Row 14, Column 0
BUSINESS VEHICLE RENTAL OR LEASE PAYMENTS
Row 15, Column 0
BUSINESS VEHICLE GARAGE OR STORAGE FEES
Row 16, Column 0
BUSINESS VEHICLE TOLLS AND PARKING FEES
Row 17, Column 0
CHARITABLE DONATIONS
Row 18, Column 0
COMMISSIONS PAID
Row 19, Column 0
1099 CONTRACTOR PAYMENTS
Row 20, Column 0
COMPUTER EXPENSES
Row 21, Column 0
DELIVERY AND FREIGHT
Row 22, Column 0
DEPRECIATION
Row 23, Column 0
BUSINESS INSURANCE
Row 24, Column 0
LAUNDRY AND CLEANING SERVICES
Row 25, Column 0
JANITORIAL SERVICES
Row 26, Column 0
MEMBERSHIP FEES
Row 27, Column 0
MISCELLANEOUS BUSINESS EXPENSES
Row 28, Column 0
OFFICES SUPPLIES
Row 29, Column 0
PENSION PLANS
Row 30, Column 0
PROFESSIONAL/LEGAL FEES
Row 31, Column 0
POSTAGE SERVICES
Row 32, Column 0
RENTS
Row 33, Column 0
REPAIR & MAINTENANCE
Row 34, Column 0
BUSINESS TAXES
Row 35, Column 0
BUSINESS TRAVEL EXPENSES
Row 36, Column 0
BUSINESS MEALS
Row 37, Column 0
EDUCATION/TRAINING SEMINARS
Row 38, Column 0
UTILITIES
Row 39, Column 0
VEHICLE RENTS/MACHINERY AND EQUIPMENT
Row 40, Column 0
ACCOUNTING SERVICES
ADVERTISING
BANK CHARGES
BUSINESS ENTERTAINMENT
BUSINESS GIFTS
BUSINESS PERMITS
BUSINESS PHONE
BUSINESS UNIFORMS
BUSINESS LICENSES
BUSINESS LOAN INTEREST
BUSINESS VEHICLE GAS AND OIL
BUSINESS VEHICLE TIRES
BUSINESS VEHICLE REGISTRATION & TAXES
BUSINESS VEHICLE LOAN INTEREST
BUSINESS VEHICHLE INSURANCE
BUSINESS VEHICLE RENTAL OR LEASE PAYMENTS
BUSINESS VEHICLE GARAGE OR STORAGE FEES
BUSINESS VEHICLE TOLLS AND PARKING FEES
CHARITABLE DONATIONS
COMMISSIONS PAID
1099 CONTRACTOR PAYMENTS
COMPUTER EXPENSES
DELIVERY AND FREIGHT
DEPRECIATION
BUSINESS INSURANCE
LAUNDRY AND CLEANING SERVICES
JANITORIAL SERVICES
MEMBERSHIP FEES
MISCELLANEOUS BUSINESS EXPENSES
OFFICES SUPPLIES
PENSION PLANS
PROFESSIONAL/LEGAL FEES
POSTAGE SERVICES
RENTS
REPAIR & MAINTENANCE
BUSINESS TAXES
BUSINESS TRAVEL EXPENSES
BUSINESS MEALS
EDUCATION/TRAINING SEMINARS
UTILITIES
VEHICLE RENTS/MACHINERY AND EQUIPMENT
Amount
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29
TOTAL BUSINESS EXPENSES* This field is required.
CALCULATED AMOUNT DO NOT EDIT
30
NET EARNINGS* This field is required.
CALCULATED AMOUNT DO NOT EDIT
31
DO YOU OPERATE A BUSINESS VEHICLE?* This field is required.
YES
NO
32
IS THIS BUSINESS VEHICLE ALSO USED FOR PERSONAL REASONS?
YES
NO
33
WHEN DATE DID YOU FIRST START TO OPERATE THIS VEHICLE FOR YOUR BUSINESS?
Date
Month
Day
Year
34
HOW MANY MILES DID YOU DRIVE WHILE OPERATING YOUR BUSINESS FOR THE YEAR?
35
CAN YOU PROVIDE PROOF OF BUSINESS USE MILEAGE LISTED ABOVE?
YES
NO
36
BY SIGNING BELOW CLIENT/TAXPAYER AGREES THAT ALL REQUIRED BUSINESS FILINGS AND REGISTRATION ARE CURRENT WITH STATE AND IRS. IF BUSINESS FILINGS ARE NOT PROPERLY REGISTERED THEN CLIENT AGREES TO REGISTER BUSINESS IMMEDIATELY AND UPDATE TAX PREPARER WITH PROPER DOCUMENTATION. BY SIGNING THIS DOCUMENT CLIENT/TAXPAYER CERTIFIES THAT ALL INFORMATION PROVIDED BY YOU TO BE TRUE AND FACTUAL. BY SIGNING CLIENT/TAXPAYER CERTIFIES THAT ALL FINANCIAL INFORMATION ILLUSTRATED ON THIS DOCUMENT CAN BE PROVEN BY RECEIPTS, INVOICES, BANK STATEMENTS OR ANY OTHER IRS APPROVED DOCUMENTS FOR RECORDKEEPING PURPOSES. BY SIGNING CLIENT/TAXPAYER AGREE TO HOLD HARMLESS AND INDEMNIFY TAX PREPARER AND ALL TAX SPACE 365, LLC PERSONNEL AND STAKEHOLDERS IN THE EVENT OF ANY FUTURE INQUIRIES, AUDITS OR FUTURE LEGAL PROCEEDINGS IN ASSOCIATION WITH THE INFORMATION PROVIDED ON THIS PROFIT OR LOSS STATEMENT FOR TAX PREPARATION PURPOSES.
37
SIGNATURE REQUIRED* This field is required.
Should be Empty: