• Business Owner / Self Employed Worksheet

  • Does your business have an EIN?*
  • Would you like assistance applying for an EIN?*
  • Is your business registered with the Secretary of State(LLC) or your county (DBA)?*
  • Is your business home-based?*
  • Do you have separate banking accounts for personal and business transactions?*
  • Have you been issued a 1099-NEC,1099-K, or any other document to support the income?*
  • How do you keep track of your business income and expenses?(Select all that apply)*
  • How do you receive payment from customers/clients? (Select all that apply)*

  • Business Income Information

  • Do you have inventory at the beginning of the year that you sell throughout the year?*
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  • Did you make payments to independent contractors that require you to issue a 1099?*

  • Please list expenses related to your business (if you have a home-based business, these figures will be in relation to your home expenses....if you have none put : N/A)

  • Do you use a vehicle to conduct business functions?*
  • Do you have evidence to support business mileage?
  • What documents do you have to substantiate your business?*
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  • By signing below I am attesting that the financial information

    provided to Major Tax Plus Company is true and accurate. The information listed on the Business Owner Worksheet is information given to the paid tax preparer to complete the return.

    I release the tax preparer from any negligence or responsibility pertaining to this return. I acknowledge 

    that all information provided to Major Tax Plus Company is true and accurate to the best of my knowledge. I understand that I am required to have any supporting documentation to validate the information provided.

    Furthermore, I understand that knowingly providing false information on my tax return and reporting it to the IRS, that I am taking part in a

    potentially criminal

    penalty situation and is punishable by law including but not limited to: criminal charges, restitution, and possible imprisonment. I waive Major Tax Plus Company and the preparer of any error due to incorrect information provided by me.

  • Do you have an additional business to report?*
  • Should be Empty: