CEO Katherine Burgess, MBA
TAX PROFESSIONAL
Schedule C Ledger with Affidavit
Business Information
Business Name:
Business Address:
Business Address:
Is this your first year in business?
Yes
No
Federal ID Number (if any):
Income and Inventory Details
Total Gross Business Income:
Inventory Details (Retail Businesses Only):
Beginning Inventory:
Merchandise Purchased for Resale:
Cost of Labor (excluding owner's labor):
Materials & Supplies:
Other Direct Sales Costs:
Ending Inventory:
Expense Details
Advertising:
Commissions and Fees:
Contract Labor:
Insurance (other than health):
Mortgage Interest:
Office Expenses:
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- Repairs and Maintenance: $
- Supplies: $
- Travel (not including meals): $
- Meals and Entertainment: $
- Utilities: $
- Wages: $
Additional Information
Did you make payments requiring Form 1099?
Yes
No
If 'Yes', did you file the required Form 1099?
Yes
No
Do you have 'evidence' to support mileage?
Yes
No
If yes, is the 'evidence' written?
Yes
No
Affidavit
I certify that I have listed all income, expenses, and I have documentation to support the figures entered on this worksheet. I understand that providing false information may result in penalties.
Printed Name:
Signature:
Date:
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Month
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Day
Year
Date
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Schedule C Ledger with Affidavit
Income
Income
Rows
Date
Column 2
Column 3
Column 4
Description
Amount
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2
3
4
5
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8
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Expenses
Expenses
Rows
Date
Column 2
Column 3
Column 4
Description
Amount
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2
3
4
5
6
7
8
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Schedule C Ledger with Affidavit
Summary
Total Income:
Total Expenses:
Net Income:
Affidavit
I certify that the information listed above is accurate and reflects the income and expenses of my business for the tax year 2025. I have supporting documentation available and understand that this information may be subject to audit by the IRS.
Printed Name:
Signature:
Date:
-
Month
-
Day
Year
Date
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Schedule C Ledger Checklist
Business Information
Full legal name
Business name (if applicable)
Business address
Email address & phone number
Social Security Number (SSN) or EIN
Tax year needed (e.g., 2023, 2024)
Income Documentation
Provide all sources of business income for the tax year:
Bank statements (business and/or personal used for business)
1099-NEC / 1099-K (if applicable)
Invoices or sales records
Payment processor reports (Cash App, Zelle, PayPal, Stripe, Square, etc.)
Cash income summary (if applicable)
Expense Documentation
Provide proof of ordinary and necessary business expenses:
Advertising & marketing
Office supplies & software
Business phone & internet
Vehicle expenses (mileage log or auto expenses)
Meals (business-related only)
Travel expenses
Education & training
Home office expenses (if applicable)
Professional fees (legal, accounting, VA services, etc.)
Other business-related expenses (specify)
Additional Required Information
Description of business activity
Business start date
Accounting method (Cash or Accrual - if known)
Prior year Schedule C (if available)
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