DNC Accounting Solutions 2023 Business Organizer

NuStart Business Consulting 2023 Business Client Intake
Tax Return Year
Business Legal Name*
Business Entity Type*
Date Business started*

MonthDayYear
Date
Date of Incorporation or registered with appropriate Secretary of State

MonthDayYear
Date
If an S Corp, the date the S Corp election became effective

MonthDayYear
Date
Employer Identification Number (EIN)*
If you do not have an EIN, enter NONE. Please do not enter your Social Security number
If you do not have an EIN for your business, would you like NuStart Business Consulting to assist you with applying for an EIN?

YesNo
Business Industry*
Business/NAICS Code
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Phone Number*
Please enter a valid phone number.
Business Email*
example@example.com
Is the primary purpose of the business activity to realize a profit?*

YesNo
Business Activity*
(ex...sells shirts or provide lawncare)
Do the business have a business license, if YES please upload a copy

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Did you participate in the day to day operation of this business?*

YesNo
Did you have W-2 employees during the tax year 2022?*

YesNo
Have the W-2s for the employee(s) been prepared and distributed?

YesNo
If answered YES to the above questions, please upload Form W-3

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Did you have Independent Contractor(s) during the 2022 tax year?*

YesNo
If Yes, have you prepared and distributed Form 1099-NEC or 1099-MISC to the independent contractor(s)?

YesNo
If 1099s were issued to your Independent Contractor(s), please upload Form 1096

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If you have not prepared your employee(s)' W-2 or independent contractor(s)' 1099, would you like NuStart Business Consulting to assist with preparing these documents?

YesNo
Accounting method used.*
Is this the first time you will be filing taxes for this business?*

YesNo
Do you use a portion of your home for business?*

YesNo
Did you make or do you plan to make any contribution to a self-employed retirement plan?*

YesNo
Did you pay any Health and or Dental premiums for your employee(s)?*

YesNo
If YES, please provide the type of plan and the amount?
Business Purpose
(ex...Product or Service base)
If so, have you provide Form 1099-NEC or 1099-MISC
BUSINESS INCOME
Total Gross Receipts*
This is the total of all monies received (sales) from your business activities. This does not include any money received from business loans, investors (including you, the owner), or the sale of fixed assets (like old equipment). It does include 1099-MISC income. NOTE: Do not count sales tax you collected as income.
Total Other Business Income (not included in gross receipts above)*
Please select all forms and/or documents you can provide to show proof of business income earned during the tax year.*

1099-MISC1099-NEC1099-KBank StatementsThird Party Payment Processor Statements (Cash App, PayPal, Stripe, Square, Vemo, etc)Profit & Loss StatementReceipt BookSelf-prepared statement of income received (Excel, Hand written)Other
Please upload documents for proof of business income selected above*

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Do you track inventory (for manufacturers, wholesales, and businesses that make, buy, or sell goods)*

YesNo
If YES, complete the below information:
Did you purchase, trade, or sell any digital assets (virtual currency) in your business?*

YesNo
Did you pay any employees or independent contractors with digital assets (crytocurrency, stable, NFTs)?*

YesNo
If YES, please upload Form 8949 or Form 1099-B

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Total Costs of Goods Sold
This includes: 1. Purchase of inventory. 2. Purchases of materials, parts, ingredients, or other supplies directly used in producing or procuring your product; and 3. Packaging or shipping expenses, when not paid by customers or accounted for elsewhere. The value of any year-end inventory will be subtracted from the costs you paid out over the year; if you had inventory left at the year-end , list that amount.
Gain/Loss from sale/trade of virtual currency
*Use +/- to indicate gain/loss.
BUSINESS EXPENSES

To be deductible, a business must be both ordinary and necessary. An ordinary expense is one that is common and accepted in your field of business. A necessary expense is one that is helpful and appropriate for your business. An expense does not have to be indispensable to be considered necessary. To file with NuStart Business Consulting, LLC you need to bring a breakdown of your deductible business expenses subtotaled by category. *IF you have a collection of receipts to organize and/or bank and credit accounts to reconcile, we can assist with these activities, however these activities are not part of tax preparation and are considered bookkeeping. Bookkeeping fees will be applied in addition to tax preparation services.
Advertising
Bad Debt
Bank Charges
Business License
Contract Labor
Commission and Fees
Depreciation
Employee Benefit Programs
Employee Health Insurance
Gifts
Depletion
Insurance(other than health)
Mortgage Interest
Other Interest
Internet Service
Legal and Professional Services
Management Fees
Meals/ Business
Office Expenses (include office supplies and postage)
Pension and Profit Sharing
Rent or Lease Equipment, Car, Machinery
Rent or Lease Of Property -Business
Repairs and Maintenance
Supplies (not included in inventory or office expenses)
Taxes and Payroll
Taxes - Property
Taxes - Sales
Taxes - State
Telephone & Telecommunication
Travel
Meals
Utilities
Salaries/Wages
OTHER BUSINESS EXPENSES

If you have other business expenses that do not appear to fit in any of the expense categories listed above, please list them below individually.
Other Business Expense (include description and amount)
CAR & TRUCK EXPENSES

You may deduct car/truck expenses for local or extended business travel, including: 1. between one client and another 2. to meet clients or customers 3. to attend meetings 4. for other ordinary and necessary managerial or operational tasks or needs of your business. NOTE: You cannot deduct the costs of driving your car or truck between your home and your main or regular workplace. These costs are personal commuting expenses. You should have kept a record of your business-related mileage over the year. This rate accounts for gas, repairs, maintenance, depreciation, and auto insurance (but not interest on a car loan). If you do not have a record of mileage or are unsure how to calculate your total, contact our office.
Did you use your Car in your business?*

YesNo
Date you put your vehicle in service for business purposes.

MonthDayYear
Date
Make/ Model of Vehicle
Was your vehicle available for personal use during off-duty hours?

YesNo
Do you(or your spouse) have another vehicle available for personal use ?

YesNo
Do you have written evidence to support your business vehicle use ?

YesNo
Mileage Section
Actual Expenses
Enter the following information for assets purchased that have a useful life greater than one year
NOTE: Depreciation is the annual deduction that allows you to recover the cost of other basis of your business asset/property over a certain number of years. Depreciation starts when you first use the property in your business. It ends when you either take the asset/property out of service, recover the total cost of the asset/property, or no longer use the asset/property in your business
Equipment sold or disposed of during the tax year - Enter the following informationfor assets sold or disposed of:
BUSINESS USE OF HOME

NOTE: Area of home must be exclusively used for business except for storage or day care
Business use area (square footage)
Total area of home (square footage)

Enter below only the expenses paid during the period the home was used for the business. ** Direct expenses benefits only the business use portion of the home **Indirect expenses are for keeping up and running the entire home, such as mortgage interest

	Direct	Indirect
Mortgage Interest
Property Taxes
Insurance
Rent
Repairs & Maintenance
Utilities
Other

By signing this form, I confirm the information I am providing to be accurate and supported by the necessary documents. I have retained all documents, cancelled checks, and other data that form the basis of incomeand deductions pertaining to this return.

I declare under penalty of perjury that the foregoing is true and correct.
DISCLAIMER:

I agree by the fraud laws within the United States and the State of Florida that all above information is correct to the best of my ability and was voluntarily provided by myself (responsible party for the business tax matters). In addition, none of the above information was in any way added or embellished by the Tax Professionals/Employees of NuStart Business Consulting I further agree by signing I release NuStart Business Consulting, LLC and their employees or independent contractors of any liability due to any errors that may have been incorrect or falsified by myself-Responsible party for business tax matters. I understand that it is my responsibility to provide proof to the IRS and/or any other government agency in the event of an audit or upon request
Print Name*

First NameLast Name
Signature*

Clear
Date*

MonthDayYear
Should be Empty:

NuStart Business Consulting 2023 Business Client Intake

BUSINESS INCOME

BUSINESS EXPENSES

OTHER BUSINESS EXPENSES

CAR & TRUCK EXPENSES

BUSINESS USE OF HOME

DISCLAIMER: