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 reported business on prior year tax return)?
*
New
Existing
Employer Identification Number (EIN) or Social Security Number
*
Date Business Started
*
-
Month
-
Day
Year
Date
Entity Type
*
Sole Proprietorship (Schedule C)
Single Owner LLC - Disregarded Entity (Schedule C)
Multi-Member LLC or Partnership
S-Corporation
C-Corporation
Not sure
Did the business change addresses this year?
*
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.
Format: (000) 000-0000.
Preferred Business Email
*
example@example.com
Was there a change in ownership this year?
*
Yes
No
Ownership Information
*
Did your business pay any non‑employees (independent contractors) $600 or more for services provided to the business?
*
Yes — I understand the 1099‑NEC rules and have or will meet all filing requirements.
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
Does your business have any outstanding loans as of December 31?
*
Yes — and adjustments may be needed
Yes — and no adjustments are needed to QuickBooks (we have been providing loan details to PorterKinney throughout the year)
No — my business does not have any loans
Please fill out the following or upload year-end loan statements.
Please provide the year‑end loan statements showing the ending balance and the total interest paid for the year.
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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.
*
PDF Organizer
Excel
Fill out using online template
Please download to fill out and upload as attachment
Upload your annualized Profit and Loss (e.g. excel or PDF file)
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Income
*
Rows
Amount
Sales
Services
Other Income
Gross Income
Expenses
*
Rows
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
*
Rows
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
*
Does PorterKinney have access to your payroll?
*
Yes — via ADP
Yes — via another online payroll system
No — PorterKinney does not have access. I will upload physical payroll documents.
No — I don't have employees
Please upload copies of your filed W-2s, W-3, and annual payroll summary:
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Business Income, Home Office and Vehicle Deductions
Did you use a vehicle for business purposes?
*
Yes — and I’ve already provided my mileage for 2025
Yes — and I’d like to enter my mileage now
No
Vehicle Deduction
Do you have written documentation (such as a mileage log) to support your business miles?
Yes
No
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.
Which of the following applies to your 2025 retirement contributions?
I already made retirement contributions through payroll (e.g., 401(k) deferrals).
PorterKinney calculates my allowable retirement contributions during tax preparation (e.g., SEP IRA, SIMPLE IRA, Solo 401(k), or Traditional/ Roth IRA).
I haven’t made retirement contributions this year but would like to explore my options.
I do not plan on making retirement contributions for this tax year.
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
Please note that certain states, including California and Oregon, require minimum tax payments or other mandatory fees when filing a state tax return, regardless of whether any income tax is owed. Please list the states in which this company conducts business below:
*
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