Entity and Business Expense Details
Please provide complete entity, contact, financial, asset, and tax information for your business. Required fields are marked.
Entity Information
Enter your business entity details below.
Entity Legal Name
*
Employer Identification Number (EIN)
*
Tax Year
*
Please Select
2026
2025
2024
2023
2022
Business Activity
Primary Contact Details
Provide the main contact person for this entity.
Primary Contact Name
*
Primary Contact Email
*
example@example.com
Financial and Expense Data
Report your business expenses for the tax year. Enter 0 if not applicable.
Accounting
Accounting
Amortization
Amortization
Automobile and Truck Expense (USD)
Bank Charges (USD)
Cleaning (USD)
Commissions (USD)
Computer Services and Supplies (USD)
Delivery and Freight (USD)
Discounts (USD)
Dues and Subscriptions (USD)
Equipment Rent (USD)
Gifts (USD)
Insurance (USD)
Janitorial (USD)
Laundry and Cleaning (USD)
Legal and Professional Fees (USD)
Meals 50% (USD)
Meals 80% (USD)
Meals 100% (USD)
Entertainment Nondeductible (USD)
Miscellaneous (USD)
Office Expense (USD)
Outside Services (USD)
Parking Fees and Tolls (USD)
Postage (USD)
Printing (USD)
Security (USD)
Supplies (USD)
Telephone (USD)
Tools (USD)
Training (USD)
Travel (USD)
Uniforms (USD)
Utilities (USD)
Other Expense Description
Other Expense Amount (USD)
Asset Details
Enter details for each business asset. Use tooltips for guidance.
Asset Description
Asset Type
Please Select
Machinery
Vehicle
Furniture
Computer Equipment
Building
Land
Other
Business Use (%)
Date Acquired
-
Month
-
Day
Year
Date
Date Placed in Service
-
Month
-
Day
Year
Date
Cost or Basis (USD)
Land Included?
Land Included
Section 179 Elected?
Section 179 Elected
Section 179 Amount (USD)
Bonus Depreciation Eligible?
Bonus Depreciation Eligible
Bonus Depreciation Election
Please Select
Yes
No
Not Applicable
Listed Property?
Listed Property
Auto, Truck, SUV?
Auto, Truck, SUV
Depreciation Method
Please Select
MACRS
Straight Line
Other
MACRS Convention
Please Select
Half-Year
Mid-Quarter
Mid-Month
Other
Recovery Period (years)
Prior Depreciation (USD)
Current Year Depreciation (USD)
Asset Disposed?
Asset Disposed
Disposition Date
-
Month
-
Day
Year
Date
Asset Sales Price (USD)
Expense of Sale (USD)
Asset Gain or Loss (USD)
Form 4797 Carryover (USD)
State and Local Tax Details
Provide state and local tax information as applicable.
State
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Other
State Cost or Basis (USD)
State Section 179?
State Section 179
State Depreciation Method
Please Select
MACRS
Straight Line
Other
Include in State Return?
Include in State Return
Submit
Should be Empty: