2025 Small Business (Schedule C) Tax Client Intake Form

2025 Small Business (Schedule C) Tax Client Intake Form

Please complete all sections to help us prepare your 2025 Schedule C tax return accurately.
Instructions

Welcome to your 2025 Small Business (Schedule C) Tax Intake Form, Please complete all sections as thoroughly as possible. Required monetary fields must be filled unless not applicable (enter $0 or N/A as appropriate). If you have questions, please reach out to your Chime In Consultancy representative. Your responses help us ensure accurate and timely filing of your tax return.
Section 1: Basic Business Details
Client Name*
Business Name*
Tax Year*
Principal Business Activity*
Business Address*
Employer ID Number*
Did you start or acquire this business in 2025?*

YesNo
If Yes, enter the Start Date

MonthDayYear
Date
Did you close or sell this business in 2025?*

YesNo
If Yes, enter the End Date

MonthDayYear
Date
Accounting Method used?*

CashAccrual
Did you make any payments in 2025 that would require you to file Form(s) 1099?*

YesNo
If Yes, did you or will you file all required Forms 1099?

YesNoNeed help filing
Section 2: Business Income (Money In)
Gross Sales / Receipts (USD)*
Returns and Allowances (USD)*
Other Income (USD)*
Describe Other Income*
Section 3: Cost of Goods Sold (COGS)
Inventory value at beginning of year (USD)*
Purchases of materials/merchandise for resale (USD)*
Cost of Labor (USD)*
Materials and supplies used in production (USD)*
Inventory value at end of year (USD)*
Section 4: General Business Expenses

List your business expenses below. For 'Other Expenses,' please specify the type in the description.*

Rows	Expense Category	Annual Total (USD)
Expense 1
Expense 2
Expense 3
Expense 4
Expense 5

If you have additional 'Other Expenses', please list them below.
Section 5: Meals
Business Meals (USD)*
Substantiation: Please provide details of who attended, where the meal took place, and the business purpose.*
Section 6: Vehicle Expenses
Method Used for Vehicle Expenses*

Standard Mileage RateActual Expense Method
PART A: Vehicle Description*
Date vehicle placed in service*

MonthDayYear
Date
Total miles driven for ALL purposes*
Total BUSINESS miles driven*
Average daily roundtrip COMMUTING miles*
Was another vehicle available for personal use?*

YesNo
Do you have evidence to support your deduction?*

YesNo
If Yes, is the evidence written?

YesNo
PART B: Actual Vehicle Expenses (Complete only if using Actual Expense Method)
Gas/Oil (USD)
Repairs/Tires (USD)
Insurance (USD)
Tags/Tax (USD)
Loan Interest/Lease Payments (USD)
Section 7: Large Assets & Equipment
Did you purchase any single pieces of equipment, machinery, furniture, or vehicles in 2025 that cost more than $2,500?*

YesNo
If Yes, list each item below.
Section 8: Home Office Deduction
Do you have an area in your home used exclusively and regularly for business?*

YesNo
If Yes, total square footage of entire home
If Yes, square footage of business area
If Yes, Mortgage Interest OR Rent Paid (USD)
If Yes, Real Estate Taxes (USD)
If Yes, Homeowners/Renters Insurance (USD)
If Yes, Utilities (USD)
If Yes, Whole House Repairs/Maintenance (USD)
If Yes, Repairs directly to the office space (USD)
Section 9: Other Self-Employed Items
Health Insurance Premiums (USD)*
Estimated Tax Payments: Federal Total (USD)*
Estimated Tax Payments: State Total (USD)*
Section 10: Client Verification
Client Signature*
Date*

MonthDayYear
Date
Should be Empty:

2025 Small Business (Schedule C) Tax Client Intake Form

Instructions

Section 1: Basic Business Details

Section 2: Business Income (Money In)

Section 3: Cost of Goods Sold (COGS)

Section 4: General Business Expenses

Section 5: Meals

Section 6: Vehicle Expenses

PART B: Actual Vehicle Expenses (Complete only if using Actual Expense Method)

Section 7: Large Assets & Equipment

Section 8: Home Office Deduction

Section 9: Other Self-Employed Items

Section 10: Client Verification