Business Deductions Form
Use this form to organize your business deductions. If you come to this form with all of your materials prepared, please anticipate at least 20 minutes to complete it. The form is unencrypted so that you will be able to save it to continue later. If you feel uncomfortable uploading anything here, please use Intuit Link for uploads. Should you have questions while filling this out, feel free to email me at makinidoestaxes@thefabulistsagenda.com or text me at 215-868-7690
If You Have More Than One Business
PLEASE NOTE: if you have more than one business, you should complete a separate form PER business. If you are Married Filing Jointly with one or more Qualified Joint Ventures, you should complete a separate form PER business PER spouse. For example: you have an advertising firm that you operate as a sole proprietorship in your name, AND you have a theater company that you operate as a single-member LLC under a separate name and EIN; OR you have a grant-writing consultation firm that you operate as a sole proprietorship in your name, AND you are a sculptor who organizes your business as a sole proprietorship also in your own name)
Email
*
example@example.com
Will you be using this business deductions worksheet for deductions related to the 2025 tax year? If not, please select "Other" and list the year that to which this worksheet will refer (ex. Jan 1, 2021 - Dec 31, 2021)
*
Yes, 2025 tax expenses
Other
Legal Name
*
First Name
Last Name
Have I (or has another tax preparer at Philly Tax Prep for Artists) filed your taxes in a previous year?
*
Yes
No
BUSINESS STRUCTURE
Your Business Name, if different
If you use a separate EIN for this business, enter it here
XX-XXXXXXX
Is the above business classified as a:
*
Sole Proprietorship (most likely you if you receive 1099s in your name for some or all income)
Single-member LLC
Other business type
Other Business Types
If your business is a Partnership or Multi-Member LLC (1065 filing), S Corporation (1120-S filing), C Corporation (1120 filing), Joint Venture (for married couples), or Non-Profit Entity (990 series filing), please use the form found at https://thefabulistsagenda.com/bizclients . You do not need to submit this form. For any other business type, please submit below and await a response from me via email so that we can figure out whether I can get you the tax help you need, or will need to refer you to someone who can. If you have additional information to include here, please do so below, and then submit this form. I will be in touch shortly
Submit
What type of business is this?
*
for example: Independent Artist; Clay Studio; Print-making Service
Is the above selected year your first year of business?
*
Yes
No
Please check all that apply (feel free to email me at makinidoestaxes@thefabulistsagenda.com if you have questions):
*
I spent more than $250 during the tax year on making my business more accessible to people with disabilities (ex. I hired interpreters, bought software for captioning automation, hired a disability justice firm for an audit)
I travel out of my city of residence for work
I use part of my residence as a Home Office space (NOTE: if you are self-employed, this is likely true for you)
I have business mileage expenses for one or more vehicles that I own or lease (NOTE: if you will be including business mileage expenses, you should NOT also be including gas, repair, or maintenance expenses for the same vehicle/s)
My business is the legal owner of land or real estate
I made large business purchases during the year ($500 or over) NOT including land or real estate
I hired one or more contractors during the year that I paid $600 or more
My business has one or more W-2 employees
MONEY MANAGEMENT
Do you use money management software to track your business expenses? (i.e. Wave, Expensify, Simplifi, Quickbooks, business bank affiliated software)
*
Yes
No
Does your money management software allow you to add an accountant (if you use Quickbooks, the answer is "yes") or tax preparer to your account to share your financial information with them?
*
Yes
No
Not sure
What is your money management software?
Would you like to add me as an accountant (or the equivalent) on your money management software?
*
Yes, and I have JUST finished adding your email address — makinidoestaxes@thefabulistsagenda.com — to my account so that you can access most of my deduction information there
No, I would like to enter all of my deduction information via this form
DISABLED ACCESS CREDIT
With your money management, do you specifically categorize which expenses are related to expenses that create access for people with disabilities?
*
Yes
No
Not sure
Please list the total amount your business spent during the year on access-related expenses. DO NOT include these expenses in categories below.
BUSINESS EXPENSE CATEGORIES
List total amounts paid for each of the following. If any of the totals below are estimates, please note this next to the estimated amount; for ex. "$2300 (estimate)". All amounts should include ONLY totals from the tax year indicated above. DO NOT include in the list below any purchases for business property (real estate, furniture, technological materials, renovation costs, etc.) that cost $500 or more. You will include that in a later section.
If you already have information on the categories below documented and organized onto a separate spreadsheet:
*
I would like to upload a spreadsheet below instead of filling out this section of the form
I would like to continue with filling out this form
Please upload your spreadsheet here
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Advertising (for ex. cards, headshots, mailings, email marketing)
Commissions and Fees (for ex. credit card fees, transaction fees, application fees)
Insurance (OTHER than health insurance; for ex. business insurance, liability insurance, workers' comp)
Legal and Professional Fees (for ex. bookkeepers, lawyers, payroll service provider, last year's tax prep fees)
Office and web/software expenses (for ex. website design and hosting, software/app subscription fees, cloud storage, office supplies)
Business Rent (including space rental for rehearsal/performance/studio/gallery/office)
Equipment Rental
Supplies (art supplies, sets, props, costumes, other work-related supplies)
Taxes and Licenses (local or state business taxes, business licenses, withholding taxes for payroll)
Telephone (business use — may be a % of total cost)
Research (books, scripts, etc.)
Business gifts (only include up to $25 per recipient of total gifts)
Continuing Education
Hair / Makeup / Appearance (job-related)
Professional development (for ex. tickets to events, membership fees, residency fees, subscriptions, etc)
Union Dues
Local business-related travel via public transportation, bike, taxi, Uber/Lyft NOT including commuting to/from a W-2 job; this should also NOT include costs related to a vehicle you own or lease
Business-related meals that you shared in-town (where you live) with one person or more
BUSINESS TRAVEL
Travel Expenses
*
Personal Per Diems
Typically, it is more advantageous to claim a deduction for travel meals based on federally established time-based rate allowances, versus ACTUAL travel meal expenses. Traveling for business should include: (1) trips in which you were contracted for non-W2 work in which you received some amount of per diem or meal reimbursement; (2) trips in which you were contracted for non-W2 work in which you received no per diem or meal reimbursement; (3) self-funded business trips you made for research, professional development, networking, etc. in which you received no per diem (if you paid yourself a per diem, this legally still amounts to you NOT having received per diem for the trip). If you opt to forego the per diem allowance, you can include the ACTUAL costs that you paid for meals during your business travel. You can find the federal per diem allowance rates for domestic travel at https://www.gsa.gov/travel/plan-book/per-diem-rates and for international travel at https://aoprals.state.gov/web920/per_diem.asp
Have you already included your business travel ACTUAL meal totals (for personal meals) in the information that you shared with me via your money management app or your uploaded spreadsheet?
*
Yes
No
I included it, but not separately; the totals were included within a larger category (for ex. "Travel" or "Business Meals")
Please select below:
*
I would like to use the federal per diem allowance rates, and would like for you to calculate them for me based on the travel information I list below
I would like you to compare the total of my business travel meals for the tax year below, as well as my business travel details, and would like you to calculate which deduction option will be most advantageous for me
I would like to use the total of my business travel meals instead of the federal allowance rates
Please list the name of the category in which you have included your business travel ACTUAL meal totals (for personal meals) on your spreadsheet or in your money management app
What is the ACTUAL total of your (personal) business travel meals for the tax year?
*
Personal Per Diem Allowances
*
Do you have documentation to support the above totals? (for example: calendar entries, receipts, conference/festival emails, etc)
*
Yes
No
Other
BUSINESS USE OF HOME
Does your money management software organize expenses for the business use of your home according to tax reporting needs?
*
Yes
No
I'm not sure
Please select from the following:
*
My home office information is the same as the last time you (or another Philly Tax Prep for Artists preparer) filed my taxes. I will simply enter information about costs below
For part of the year, my home office information is consistent with what you (or another Philly Tax Prep for Artists preparer) filed previously. However, I have new information to enter as well for another part of the year
I am living in a different place and will need to enter entirely new home office information.
Do you own or rent your previously filed home office?
*
Own
Rent
Return Client — Rental Primary Residence(s)
*
Return Client — Owned Primary Residence(s)
*
Do you own or rent your the home office we are filing now for the first time?
*
Own
Rent
Owned for part of the year, Rented for part of the year
Do you own or rent your home office?
*
Own
Rent
Owned for part of the year, Rented for part of the year
Rental Primary Residence(s)
*
Owned Primary Residence(s)
*
VEHICLE(S) USED FOR BUSINESS
Does your money management software organize expenses for the business use of your vehicle(s) according to tax reporting needs?
*
Yes
No
Not sure
Please select from the following:
*
My business vehicle information is the same as the last time you (or another Philly Tax Prep for Artists preparer) filed my taxes. I will simply enter information about mileage below
My business vehicle information is the same as the last time you (or another Philly Tax Prep for Artists preparer) filed my taxes. I wish to enter information about both my actual vehicle expenses AND my mileage to let you determine which deduction will be more advantageous
For part (or all) of the year, my business vehicle information is consistent with what you (or another Philly Tax Prep for Artists preparer) filed previously. I would like to enter MILEAGE ONLY for that vehicle. However, I have new vehicle information to enter as well for another part of the year
For part (or all) of the year, my business vehicle information is consistent with what you (or another Philly Tax Prep for Artists preparer) filed previously. I would like to enter MILEAGE AND ACTUAL EXPENSES for that vehicle. However, I have new vehicle information to enter as well for another part of the year
I have a new business vehicle and will need to enter the information for this below.
Vehicle(s) Currently On File
Return Client — Business Vehicle Mileage
*
Return Client — Business Vehicle Mileage and Actual Expenses
*
New Vehicle(s) to File
To file this business vehicle's deductions, you would like to:
*
Share mileage information
Share both mileage information AND actual expense information to allow your preparer to determine the most advantageous deduction
Business Vehicle First-Time Mileage
*
Business Vehicle First-Time Mileage and Actual Expenses
*
REAL ESTATE
Do you use your money management software to record purchase and depreciation information for business real estate and renovations related to that real estate?
*
Yes
No
Not sure
Please upload here any files related to the purchase and closing on business real estate (for previous years as well, if we haven't filed for you before), as well as receipts or invoices for renovation work related to the real estate (for previous years as well, if we haven't filed for you before). If your business real estate includes renovation of an old building, reforestation, or use of alternative energy sources (solar or wind power), please include documentation for this as well.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
LARGE PURCHASES
Did you use your money management software to track depreciation on any large business purchases (over $500 — furniture, computers, high-end software, equipment, etc.)?
*
Yes
No
Not sure
Depreciable Items
*
CONTRACT LABOR
Did you send a 1099 form to the contractor(s) you paid $600 or more?
*
Yes
No
Not yet, but I plan to
Please upload all 1099s you issued to your contractors
*
Browse Files
Drag and drop files here
Choose a file
Cancel
of
What is the total that you paid to contractors during the year?
*
How many contractors did you pay in total?
EMPLOYEES
Is all of your payroll information tracked in your money management software?
*
Yes
No
Not sure
Have you issued your employee(s) W-2 forms?
*
Yes
No
Not yet, but I plan to
Payroll Expenses
*
Select any of the following that are true:
*
I have one or more employees in a Work Opportunity Tax Credit category (including unemployed and/or disable veterans, previously incarcerated people, people living in Empowerment Zones or Ruran Renewal Counties, SNAP recipients)
My business is in the food and beverage industry
My business provides childcare for employees
My business provides family and medical leave for employees
None of the above
ANYTHING ELSE
Other Categorized Expenses
Submit
Should be Empty: