• Business Auto Questionnaire

  • Business Auto Deductions: This questionnaire gives us the information we need to properly deduct your auto expenses. Please review ALL QUESTIONS as it can have an impact on your ending tax result. 

    Estimated Time to Complete: 5 - 15 minutes

  • Business Auto Expenses: AUTO #1 - Primary Business Vehicle

    Tell us about the PRIMARY vehicle you are using in your business

  • AUTO #1 - PRIMARY BUSINESS VEHICLE: Provide the information listed below about your vehicle(s) used by your business. AUTO #1 is the PRIMARY VEHICLE used for the business. Please be sure to indicate if your auto is a lease or purchase.

  • Was this vehicle purchased in this tax year?

  • Note about your purchase: Please provide the auto purchase paperwork with your tax document upload.

  • Is the Gross Weight of the Vehicle over 6,000 pounds?
  • Do you Own or Lease the Vehicle?
  • What name is registered on the vehicle Title?

  • REPORTING YOUR AUTO MILEAGE FOR 2023 REQUIREMENT: The IRS requires you to track auto mileage on business vehicles, even if you are using actual expenses. MILEAGE RATE CHANGE: The IRS standard mileage rate from January - December 2024 was 67 cents per mile. Any updates by the IRS within the year will require a split in your mileage reporting.

  • I have evidence to support mileage information for Auto #1?
  • Is that Evidence a written/electronic log or other place?
  • Do you have your Actual Auto Expenses for this auto reported in your Books?
  • Do you have another/secondary vehicle used for business?*

  • Select "Go to Next Page" to continue with your questionnaire. Need more time? Click "Save for Later" only if you need to save your data and return later. If you select Save for Later, you will receive a link emailed to you to return to the form for completion.

  • Business Auto Expenses: AUTO #2 - Business Vehicle

    Tell us about the SECONDARY vehicles you are using in your business

  • AUTO #2 - SECONDARY BUSINESS VEHICLE: Provide the information listed below about your vehicle(s) used by your business. AUTO #2 is the SECONDARY VEHICLE used for the business.

  • Was this vehicle purchased in this tax year?

  • Note about your purchase: Please provide the auto purchase paperwork with your tax document upload.

  • Is the Gross Weight of the Vehicle over 6,000 pounds?
  • Do you Own or Lease the Vehicle?
  • What name is registered on the vehicle Title?

  • REPORTING YOUR AUTO MILEAGE FOR 2024 REQUIREMENT: The IRS requires you to track auto mileage on business vehicles, even if you are using actual expenses. MILEAGE RATE CHANGE: The IRS standard mileage rate from January - December 2024 was 67 cents per mile. Any updates by the IRS within the year will require a split in your mileage reporting.

  • I have evidence to support mileage information for Auto #2?
  • Is that Evidence a written/electronic log or other place?
  • AUTO #2: Do you have your Actual Auto Expenses for this auto reported in your Books?
  • Do you have a 3rd vehicle you use for the business?*

  • Select "Go to Next Page" to continue with your questionnaire. Need more time? Click "Save for Later" only if you need to save your data and return later. If you select Save for Later, you will receive a link emailed to you to return to the form for completion.

  • Business Auto Expenses: AUTO #3 - Business Vehicle

    Tell us about the additional vehicle you are using in your business
  • Was this vehicle purchased in this tax year?

  • Note about your purchase: Please provide the auto purchase paperwork with your tax document upload.

  • Is the Gross Weight of the Vehicle over 6,000 pounds?
  • Do you Own or Lease the Vehicle?
  • What name is registered on the vehicle Title?

  • REPORTING YOUR AUTO MILEAGE FOR 2023 REQUIREMENT: The IRS requires you to track auto mileage on business vehicles, even if you are using actual expenses. MILEAGE RATE CHANGE: The IRS standard mileage rate from January - December 2024 was 67 cents per mile. Any updates by the IRS within the year will require a split in your mileage reporting.

  • I have evidence to support mileage information for Auto #3?
  • Is that Evidence a written/electronic log or other place?
  • AUTO #3: Do you have your Actual Auto Expenses for this auto reported in your Books?

  • You are almost DONE! Review the two items below.

    SUBMIT YOUR ANSWERS: Once complete, click "Submit Answers" to transmit your response to our office. Select "Save for Later" if you'd like to edit responses prior to submitting. YOUR ANSWERS WILL BE REVIEWED: We will review your submission to determine next steps.

    Thank you for your time in completing this form!

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