Self-Employment Reconstruction
To help accurately prepare your tax return, we need to estimate your income from self-employment activities. This worksheet will guide you in listing out all the different ways you’ve received payments over the year, like bank deposits, cash sales, and app transfers (e.g., Cash App or PayPal). Even if you don’t have all the receipts or records, this tool will help us create a reasonable estimate of your income based on your usual business activities. This helps ensure we capture everything and avoid any issues with the IRS.
Taxpayer Name
*
First Name
Last Name
Business Name
*
Business Phone Number
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Industry/Type
How long have you been in business?
Where did you operate your business?
How do customers find you?
Estimate Your Monthly Income
*
Frequency (Daily/Weekly/Monthly)
Total Estimated Income ($)
Direct Bank Deposits
Cash App/PayPal/Venmo Transfers
Zelle Payments
Cash Sales
Invoices
Checks Received
Estimate Your Monthly Expenses
*
Description
Amount
Operational Costs
Advertising Costs
Costs for Supplies
Other Expenses
Attestation:
*
I affirm that the information provided is true and correct to the best of my knowledge.
I understand that this affidavit may be used to support my tax filings and that any false statements may result in penalties.
Signature
*
Date Signed
*
-
Month
-
Day
Year
Date
Submit
Should be Empty: