• Tax: Business Auto & Home Office Questionnaire

  • Business Auto & Home Office Deductions:

    This questionnaire gives us the information we need to properly deduct your Auto and any Home Office expenses. Please review ALL QUESTIONS as it can have an impact on your ending tax result.

    Estimated time to Complete: Less than 5-15 minutes

  • Understanding your form Navigation:

    • Click on Go to Next Page to go to the next page to continue with your questionnaire.
    • Need more Time? Click on Save for Later and you will be emailed a link so you can return to this form for completion.

  • AUTO #1 - Primary Business Vehicle

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

  • NOTE: Need to Upload

    Please provide the auto purchase/acquisition paperwork with your tax document upload.

  • REPORTING YOUR AUTO MILEAGE FOR 2024

    • REQUIREMENT: The IRS requires you to track auto mileage on business vehicles, even i fyou are using actual expenses.
    • MILEAGE RATE CHANGE: The IRS standard mileage rate from January - December 2024 is 65.5 cents per mile.

  • NOTE: YOU ARE NOT IN COMPLIANCE!

    • Business miles need to be supported with evidence. If you need assistance, please contact our office. 

  • IRS REQUIREMENT FOR YOUR EVIDENCE

    • Evidence will need to be written, electronic or other to meet IRS requirement. If you need assistance, please contact our office.
    • Click on Go to Next Page to go to the next page to continue with your questionnaire.
    • Need more Time? Click on Save for Later and you will be emailed a link so you can return to this form for completion.

  • AUTO #2 - Secondary Business Vehicle

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

  • NOTE: Need to Upload

    Please provide the auto purchase/acquisition paperwork with your tax document upload.

  • REPORTING YOUR AUTO MILEAGE FOR 2024

    • REQUIREMENT: The IRS requires you to track auto mileage on business vehicles, even i fyou are using actual expenses.
    • MILEAGE RATE CHANGE: The IRS standard mileage rate from January - December 2024 is 65.5 cents per mile.

  • NOTE: YOU ARE NOT IN COMPLIANCE!

    • Business miles need to be supported with evidence. If you need assistance, please contact our office. 

  • IRS REQUIREMENT FOR YOUR EVIDENCE

    • Evidence will need to be written, electric or other to meet IRS requirement. If you need assistance, please contact our office. 
    • Click on Go to Next Page to go to the next page to continue with your questionnaire.
    • Need more Time? Click on Save for Later and you will be emailed a link so you can return to this form for completion.

  • AUTO #3 - Alternate Business Vehicle

    Tell us about the AUTO #3 vehicle you are using in your business

  • NOTE: Need to Upload

    Please provide the auto purchase/acquisition paperwork with your tax document upload.

  • REPORTING YOUR AUTO MILEAGE FOR 2024

    • REQUIREMENT: The IRS requires you to track auto mileage on business vehicles, even i fyou are using actual expenses.
    • MILEAGE RATE CHANGE: The IRS standard mileage rate from January - December 2024 is 65.5 cents per mile.

  • NOTE: YOU ARE NOT IN COMPLIANCE!

    • Business miles need to be supported with evidence. If you need assistance, please contact our office. 

  • IRS REQUIREMENT FOR YOUR EVIDENCE

    • Evidence will need to be written, electronic or other to meet IRS requirement. If you need assistance, please contact our office. 
    • Click on Go to Next Page to go to the next page to continue with your questionnaire.
    • Need more Time? Click on Save for Later and you will be emailed a link so you can return to this form for completion.

  • Business Use of Home - Home Office Deductions

  • Business Use of Home - Defined

    IRS Publication 587 States: Your home office will qualify as your principal place of business for deducting expenses for its use if you meet the following requirements:

    1. You use it exclusively and regularly for administrative or management activities of your trade or business.
    2. You have no other fixed location where you conduct substantial administrative or management activities of your trade or business.

  • Please note per IRS Publication 587:

    • You can have more than one business location, including for a single trade or business
    • The administrative office is a "principal" office.
    • You must use this office exclusively for business.
    • You must use this office regularly for business.
    • You must do your administrative work in your home office.
    • You must not do your administrative work in the office outside your home.

  • NOTE: To proceed, you will need to verify your home office space (Business Use of Home) as defined above is exclusively used for business and the primary administrative duties of the business are performed in this space.

    Click HERE for more information, IRS Publication 587.

    • Click on Go to Next Page to go to the next page to continue with your questionnaire.
    • Need more Time? Click on Save for Later and you will be emailed a link so you can return to this form for completion.

  • Business Use of Home Office

    • Click on Go to Next Page to go to the next page to continue with your questionnaire.
    • Need more Time? Click on Save for Later and you will be emailed a link so you can return to this form for completion.

  • You are almost DONE! Review the items below.

    1. 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.

    2. UPLOAD YOUR TAX DOCUMENTS!: After you click SUBMIT ANSWERS, you will need to upload your tax documents to our firm. Best Practice is to upload as many of your documents at one time as possible.

    2. NEED OTHER TAX QUESTIONNAIRES?: Links to all other tax questionnaires you may need will be available on the next page after submitting.

    Thank you for your time in completing this form!

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