2025 Business Tax Preparation Intake Form

Business Tax Preparation Intake Form

PLEASE FILL OUT ALL INFORMATION APPLICABLE
Business Owner's Name*

First NameLast Name
Title in Business*
Business Name*
Describe the type of service and or products your business offers.*
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Email*
example@example.com
Business Phone Number*
Please enter a valid phone number.
Business Structure*

Sole ProprietorLimited Liability Corporation (LLC)Single Member LLCS-CorporationCorporationNonprofitPartnership
EIN Number*
If business does not have an EIN please enter SSN of business owner.
Is this your first year in business?*

YesNo
Year business was established.*
If business does not have an EIN please enter SSN of business owner.
What tax year(s) do you need filed?*

20242021202320202022

Type a question

	Partner 1	Partner 2	Partner 3	Partner 4
First & Last Name
Address (Include City, State, and Zip Code
Phone Number
Email Address
Partnership Percentage

Enter your business expenses here. If you have additional expenses enter in the comment section below.*

	Annual Amount
Marketing/Advertising
Mileage (must be related to business activities)
Fuel
Cell Phone
Training/Education
License/Permits
Dues and Subscriptions
Meals
Lodging
Vending / Event Fees
Rent
Utilities
Internet
Storage
Software/Online Apps
Website Hosting/Management
Professional Fees
Supplies
Equipment and Tools
Repairs and Maintenance
Insurance (Health)
Insurance (Equipment/Vehicle)
Discounts or Allowances or Give-aways
Parking/Tolls Fee
Security Services
Contractor Payments (Total)

I confirm that these expenses are ordinary and necessary to the operations of my business. I also confirm that I have proper documentation of every expense listed.
Initials*

Additional Business Expenses

	Amount
Insurance Premiums paid
Long Term Care Premiums
Investment Interest
Cash Contributions
Non-Cash Contributions
Unreimbursed Business Expenses
Union Dues
Tax Preparation Fees
Investment Expenses

I confirm that these expenses are ordinary and necessary to the operations of my business. I also confirm that I have proper documentation of every expense listed.
Initials*
If your business is a daycare. How many days per year are you open?
If your business is a daycare. How many hours per day are you open?

Acknowledgment & Signature
- I allow The Great Tax Return, to capture my sensitive data like business documents, articles of incorporation, personal identification, government identification, social security number (SSN), employer identification number (EIN), and other information deemed necessary for the processing of my business tax return.
- I confirmed that all information entered here is accurate and true.
- I acknowledge and confirm that all expenses listed have proper documentation.
Date Signed*

MonthDayYear
Date
Taxpayer Signature*

Powered by Jotform SignClear
Date Signed

MonthDayYear
Date
Spouse Signature

Powered by Jotform SignClear
Should be Empty:

Business Tax Preparation Intake Form