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Update my intake: Self-Employment (Schedule C)
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1
I confirm I previously submitted my intake form and I am completing this Self -Employment (Schedule C) add-on to update my return information.
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YES
NO
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2
Which tax year is this Schedule C (Self-Employment) update for?
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Please Select
2025- Current Tax Year
2024
2023
2022
2021 or earlier
Please Select
Please Select
2025- Current Tax Year
2024
2023
2022
2021 or earlier
Please select the correct tax year so your documents are placed with the correct return. Uploads submitted with the wrong year may delay processing.
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3
Name of taxpayer that is completing this questionnaire
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First Name
Last Name
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4
Tax Payer's SSN
*
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Example: xxx-xx-xxxx
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5
Phone Number
*
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Please enter a valid phone number.
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6
Email
*
This field is required.
example@example.com
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7
What type of self-employment income are are you adding/updating?
*
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Self-employment / Business (Schedule C)
Independent Contractor (received 1099-NEC for your services)
Rideshare (Uber, Lyft, Doordash, etc..)
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8
Please enter your Business Information
*
This field is required.
Type of Business
Business Name
Street Adrress
Street Address Line 2
City
State/ Province
Postal/ Zip Code
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9
Income
*
This field is required.
Please provide your business income
Gross Income Sales
Additional Business Income
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10
Business Expenses
*
This field is required.
Please put a dollar amount for all expenses that you occurred
Amount Paid
8. Advertising
Row 0, Column 0
10. Commissions and fees
Row 1, Column 0
11. Contract Labor
Row 2, Column 0
12. Depletion
Row 3, Column 0
15. Insurance (other than health)
Row 4, Column 0
16a. Interest (Mortgage paid to banks, etc.)
Row 5, Column 0
16b. Interest (other)
Row 6, Column 0
17. Legal and Professional services
Row 7, Column 0
18. Office expenses
Row 8, Column 0
20a. Rent or Lease (Vehicles, machinery, and equipment)
Row 9, Column 0
20b. Rent or Lease (Other business property)
Row 10, Column 0
21. Repairs and Maintenance
Row 11, Column 0
22. Supplies not included in Part III
Row 12, Column 0
23. Business Taxes and Licenses
Row 13, Column 0
24a. Travel and Meals (Travel amount)
Row 14, Column 0
24a. Travel and Meals (Meals amount)
Row 15, Column 0
25. Business Utilities
Row 16, Column 0
26. Wages (If you had employees who receive a W-2)
Row 17, Column 0
36. Purchases
Row 18, Column 0
37. Cost of labor. Do not include any amounts paid to yourself
Row 19, Column 0
38. Materials and supplies
Row 20, Column 0
39. Other Cost
Row 21, Column 0
44a. Business miles
Row 22, Column 0
44b. Commuting Miles
Row 23, Column 0
44c. Other Miles
Row 24, Column 0
Part V: Other Cost Not listed above (Bank charges, dues, subscriptions, etc.)
Row 25, Column 0
Part V: Other Cost Not listed above (Tolls)
Row 26, Column 0
Part V: Other Cost Not listed above (Cell Phone)
Row 27, Column 0
Part V: Other Cost Not listed above
Row 28, Column 0
8. Advertising
10. Commissions and fees
11. Contract Labor
12. Depletion
15. Insurance (other than health)
16a. Interest (Mortgage paid to banks, etc.)
16b. Interest (other)
17. Legal and Professional services
18. Office expenses
20a. Rent or Lease (Vehicles, machinery, and equipment)
20b. Rent or Lease (Other business property)
21. Repairs and Maintenance
22. Supplies not included in Part III
23. Business Taxes and Licenses
24a. Travel and Meals (Travel amount)
24a. Travel and Meals (Meals amount)
25. Business Utilities
26. Wages (If you had employees who receive a W-2)
36. Purchases
37. Cost of labor. Do not include any amounts paid to yourself
38. Materials and supplies
39. Other Cost
44a. Business miles
44b. Commuting Miles
44c. Other Miles
Part V: Other Cost Not listed above (Bank charges, dues, subscriptions, etc.)
Part V: Other Cost Not listed above (Tolls)
Part V: Other Cost Not listed above (Cell Phone)
Part V: Other Cost Not listed above
Amount Paid
Row 0, Column 0
Amount Paid
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Amount Paid
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Amount Paid
Row 28, Column 0
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11
Rideshare/Driver Expenses
*
This field is required.
Please put a dollar amount for all expenses that you occurred
Amount Paid
8. Advertising
Row 0, Column 0
10. Commissions and fees
Row 1, Column 0
15. Insurance (other than health)
Row 2, Column 0
17. Legal and Professional services
Row 3, Column 0
18. Office expenses
Row 4, Column 0
20a. Rent or Lease (Vehicles, machinery, and equipment)
Row 5, Column 0
21. Repairs and Maintenance
Row 6, Column 0
22. Supplies not included in Part III
Row 7, Column 0
23. Business Taxes and Licenses
Row 8, Column 0
24a. Travel and Meals (Travel amount)
Row 9, Column 0
24a. Travel and Meals (Meals amount)
Row 10, Column 0
36. Purchases
Row 11, Column 0
44a. Business miles
Row 12, Column 0
44b. Commuting Miles
Row 13, Column 0
44c. Other Miles
Row 14, Column 0
Part V: Other Cost Not listed above (Bank charges, dues, subscriptions, etc.)
Row 15, Column 0
Part V: Other Cost Not listed above (Tolls)
Row 16, Column 0
Part V: Other Cost Not listed above (Cell Phone)
Row 17, Column 0
Part V: Other Cost Not listed above
Row 18, Column 0
8. Advertising
10. Commissions and fees
15. Insurance (other than health)
17. Legal and Professional services
18. Office expenses
20a. Rent or Lease (Vehicles, machinery, and equipment)
21. Repairs and Maintenance
22. Supplies not included in Part III
23. Business Taxes and Licenses
24a. Travel and Meals (Travel amount)
24a. Travel and Meals (Meals amount)
36. Purchases
44a. Business miles
44b. Commuting Miles
44c. Other Miles
Part V: Other Cost Not listed above (Bank charges, dues, subscriptions, etc.)
Part V: Other Cost Not listed above (Tolls)
Part V: Other Cost Not listed above (Cell Phone)
Part V: Other Cost Not listed above
Amount Paid
Row 0, Column 0
Amount Paid
Row 1, Column 0
Amount Paid
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Amount Paid
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Amount Paid
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Amount Paid
Row 15, Column 0
Amount Paid
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Amount Paid
Row 17, Column 0
Amount Paid
Row 18, Column 0
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12
Please upload your business expense summary or 12-month income & expense ledger (if available)
Drag and drop files here
Select files to upload
Max. file size
: 10.6MB
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13
Are you still actively running the business?
*
This field is required.
Please Select
Yes
No (I stopped it)
It started in 2025
Please Select
Please Select
Yes
No (I stopped it)
It started in 2025
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14
Do you have a separate bank account for your business income?
*
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YES
NO
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15
Did you keep records of the business income and expenses this year?
YES
NO
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16
How do you keep track of your income and expenses?
*
This field is required.
Examples: spreadsheet, app, bank statements, manual records (Records may include formal or informal methods used by the taxpayer.)
Please Select
QuickBooks (or similar software)
Payment apps (Cash App, PayPal, etc.)
Bank Statements
Excel / spreadsheet
I did not track income and expenses formally
Please Select
Please Select
QuickBooks (or similar software)
Payment apps (Cash App, PayPal, etc.)
Bank Statements
Excel / spreadsheet
I did not track income and expenses formally
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17
Did you receive or expect to receive a 1099-NEC or 1099-k?
If you expect to receive a 1099 you should wait to file your return to ensure your numbers match with IRS
Please Select
Yes- I uploaded it
No- I didn't get a 1099 for my business
I'm not sure
Please Select
Please Select
Yes- I uploaded it
No- I didn't get a 1099 for my business
I'm not sure
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18
Do you have a DBA, LLC, EIN, etc. for your business?
If you already uploaded it prior you don't need to again.
Please Select
Yes- I have one
No- I do not have one
Please Select
Please Select
Yes- I have one
No- I do not have one
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19
Upload your business LLC, EIN, etc paperwork
*
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Drag and drop files here
Select files to upload
Max. file size
: 10.6MB
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20
Do you promote or advertise the business?
*
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YES
NO
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21
When did you start driving for Uber/Lyft/etc.?
2025
2024
2023
2022
2021
2020 and before
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22
Did you purchase or lease a vehicle primarily for rideshare?
YES
NO
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23
Do you have insurance or registration costs related to the vehicle used?
YES
NO
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24
Do you keep mileage logs for business use of your vehicle?
YES
NO
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25
Upload Mileage Logs
(Ex: Business Card, Flyer, Facebook Post/Ad, Etc...)
Drag and drop files here
Select files to upload
Max. file size
: 10.6MB
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26
Taxpayer Signature
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Clear
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Clone of IRS DUE DILIGENCE QUESTIONNAIRE 2025
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