Business Organizer
Annual Profit & Loss, Balance Sheet and Questionnaire
Business Name
*
Business Administrator's Name
*
First Name
Last Name
Is this a New or Existing business (i.e. existing, you have you reported business on prior year tax return)?
*
New
Existing
Employer Identification Number (EIN) or Social Security Number
*
Date Business Started
*
-
Month
-
Day
Year
Date
If PorterKinney did not prepare the prior year business tax return, please upload a copy here:
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Entity Type
*
Sole Proprietorship (Schedule C)
Single Owner LLC - Disregarded Entity (Schedule C)
Multi-Member LLC or Partnership
S-Corporation
C-Corporation
Not sure
Has the business address changed from the prior year tax return:
*
Yes
No
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Preferred Business Phone Number
*
Please enter a valid phone number.
Preferred Business Email
*
example@example.com
Was there a change in ownership this year?
*
Yes
No
Ownership Information
*
Most businesses are required to file an updated Beneficial Ownership Information Report (BOIR) with the Financial Crimes Enforcement Network (FinCEN) when there is a change in ownership. Have you filed an updated BOIR?
*
Yes
No
Most businesses are required to file a Beneficial Ownership Information Report (BOIR) with the Financial Crimes Enforcement Network (FinCEN). This is not something that PorterKinney will file for you. If you are unsure if you are required to file, please visit BOI E-FILING (https://boiefiling.fincen.gov/help) to determine if you have a filing requirement. Have you filed this report?
*
Yes
No
What is the date you last filed BOIR:
*
I certify that: (choose one)
*
I have reviewed the filing requirements outline by BOI E-FILING (https://boiefiling.fincen.gov/help) and determined that I DO NOT have a filing requirement.
I will notify my tax preparer the date my BOIR is filed before authorizing my tax return to be filed.
Did any person or business provide you services to whom you paid $600 or more during the year?
*
Yes
No
Businesses must generally file Form 1099-NEC for any payments over $600 per year for services. Did you or will you issue the above referenced person(s) and/or businesses a 1099-NEC for the 2024 tax year?
*
Yes
No
Did the business, or someone on behalf of the business, receive a digital asset at any time during the year?
*
Yes
No
Does PorterKinney have access to your business QuickBooks file?
*
Yes
No
You must provide an annualized Profit and Loss (P&L) statement and other financial information for your business tax return to be filed. Please indicate how you would like to provide your P&L.
*
Fill out PorterKinney's PDF organizer
Upload your own Excel worksheet
Fill out PorterKinney's online template (choosing this option will display a new section below)
Please download to fill out and upload as attachment
Upload your annualized P&: (e.g. Excel or PDF file)
*
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Income
*
Amount
Sales
Services
Other Income
Gross Income
Expenses
*
Amount Paid
Advertising/Marketing
Auto Expenses (100% business use)
Contract Labor
Dues & Subscriptions
Insurance
Interest
Licenses
Meals
Office Expense
Postage/Shipping
Legal & Professional Fees
Rent
Repairs & Maintenance
Small Tools & Equipment
Software
Supplies
Taxes Paid (excluding federal income tax)
Telephone/Internet (100% business use)
Travel
Utility (Gas, Electric, Water, Garbage, etc.)
Wages
Other Expenses
Total Expenses
Net Earnings/(Loss)
Did you purchase any assets with cost > $2,500
*
Yes
No
Asset Purchase List
*
Do you have inventory on hand?
*
Yes
No
Inventory and Cost of Good Sold
*
Amount
1/1 Beginning Inventory Balance
Purchases during year
Cost of Labor
Materials & Supplies
12/31 Ending Inventory Balance
What was the ending cash balance of your business bank account as of December 31st?
*
Did you have any business loans outstanding as of December 31st?
*
Yes
No
Business Loan Balances and Interest Paid
*
Did PorterKinney prepare your payroll?
*
Yes
No
Not Applicable
Please upload copies of your filed W-2s, W-3 Form 940 and quarterly L&I, Workers Comp, ESD and PFML forms:
*
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Business Income, Home Office and Vehicle Deductions
Did you use a vehicle for business purposes?
*
Yes
No
Vehicle Deduction
*
By selecting "No" on the above question and indicating that you do not have written evidence to support your mileage, you acknowledge that you will not be able to claim the expense(s) associated with the specified vehicle.
*
I acknowledge that I will not be able to claim a vehicle expense without written evidence to support mileage.
Retirement Contributions
Contributions amount already made
Contributions amount not yet made but will make
Need PorterKinney to calculate max contributions allowed
Additional Notes:
Solo 401(k)
SEP IRA
Individual IRA
Do you utilize a home office?
*
Yes
No
Square Footage of Home Office
*
Home office deduction requirement acknowledgements
*
The home office is used exclusively and regularly for business.
The home office is used as a principal place of business.
Do you do business outside of Washington State?
*
Yes
No
List below the states in which this company does business. Note: If a company does business in certain states (such as California or Oregon), there may be minimum tax due even if the business does not have income.
Additional comments:
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