Business Information
Provide your basic business details so we can correctly identify your tax return type.
Are you self-employed or do you operate a business?
*
Yes
No
Legal Business Name
*
DBA (Doing Business As)
*
Type of Business / Industry
*
Business EIN (if applicable)
*
Business Start Date
*
-
Month
-
Day
Year
Date
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business Structure
*
Sole Proprietor (Schedule C)
Single-Member LLC
Multi-Member LLC (1065)
S-Corp (1120-S)
C-Corp (1120)
Independent Contractor / Gig Worker
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
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Business Income
Tell us about your income sources for the tax year.
Total Gross Income (Annual)
Did you receive Form 1099-NEC?
*
Yes
No
Upload 1099-NEC Forms
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Other Income (tips, cash, sales, etc.)
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Business Expenses (Profit & Loss)
Select the expenses that apply to your business and enter the amounts.
Advertising ($)
Supplies ($)
Office expenses ($)
Home office deduction ($)
Travel ($)
Cell phone use ($)
Professional fees ($)
Contract labor ($)
Equipment purchases ($)
Business insurance ($)
Other expenses
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Deductions & Credits
Help us maximize your tax refund by submitting deductible expenses.
Do you want to itemize deductions instead of standard deduction?
*
Yes
No
Did you pay for childcare?
*
Yes
No
Did you attend school and receive a 1098-T?
*
Yes
No
Retirement Contributions?
*
Yes
No
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Additional Business Details
Tell us about any other tax-related items for your business
Did you have employees?
*
Yes
No
Did you pay subcontractors (Contract Labor)?
*
Yes
No
Did you purchase assets requiring depreciation?
*
Yes
No
Any business loans?
*
Yes
No
Any business-related questions or notes?
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Upload Your Supporting Documents
Upload any business documents you want us to review.
Business License
*
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Prior year business tax return
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EIN Letter (CP-575)
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Bank Statements
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Expense Receipts
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Profit & Loss Statements
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Balance Sheet
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of
1099s
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Any additional documents
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Consent & Authorization
Please authorize SmartTaxIQ to prepare your business tax return.
*
I authorize SmartTaxIQ to prepare my business tax return.
I confirm all information provided is complete and accurate
Signature
*
Date of Signature
-
Month
-
Day
Year
Date
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Review & Submit
Review your information before submitting your intake.
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