2024 Business Organizer

2024 Business Information/Self employment

Please Note: Supporting documentation, such as invoices or receipts, may be required to substantiate the expenses reported on this form
Do you have a registered business name in any state?

YesNO
Owner/ Manager Rep. business
Business Name
EIN
Business Address

Street Address and suite number(Suite# if application)

Street Address Line 2

CityState / Province

Postal / Zip Code
What does your business do?*
Did you pay any contractor $600 or more during the tax year?

YesNo
Did you file Form 1099-NEC with the IRS and provide a copy to the contractor?

YesNo
Do you need help filing Form 1099-NEC with the IRS and providing a copy to the contractor?

YesNo

This section applies to Sole Proprietorships and Single-Member LLCs that require Schedule C but do not have a formal income statement prepared. If a financial statement has already been prepared, you are not required to complete the income and expense sections. Instead, please email a copy of your financial statement to our office.
Would you like to proceed with completing the income and expense information for your business or gig work?*

YesNo
Income
Gross Receipts or Sales(don't include income received on 1099)
Upload all 1099-NEC and 1099-MISC forms you received. (Please do not upload again if you already submitted them with your questionnaire.)

Cancelof
Upload your business documents, including the letter from the SOS or Comptroller’s Office, and your EIN letter (if applicable).

Cancelof
Other income(if applicable)
Expenses(Supporting documentation, such as invoices or receipts, may be required to substantiate the expenses reported on this form)
Business Use of Automobile(skip this info if you did not use vehicle to conduct business).
Car/Truck Description
Purchase price/Cost
Date started using car/truck in Business

MonthDayYear
Date
Car/Truck Fuel
Car/Truck repair and maintenance
Total Miles driven
Business Miles
Commuting Miles: Personal Miles:
Personal Miles
Commuting Miles
Depreciation

	Amount
+Beginning Inventory(1)
+Purchase(2)
+Labor or employees(send payroll report)(3)
+Material(4)
+Contract Labor(send copy of 1099's issued to contractors(5)
+Freight in(6)
-Ending Inventory(7)
Total cost of good sold(1+2+3+4+5+6-7)

Claiming Home Office?

Please note: Home office deduction not allowed if claiming office rent or building depreciation.
Square Footage of Home office
Total Square Footage of Home
Mortgage Interest
Utilities
Real Estate Taxes
Insurance
Home Maintenance
I certify that the information provided is true and complete to the best of my knowledge. I understand this information will be used to prepare my federal and state tax returns*

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2024 Business Information/Self employment