Schedule C Business Information Form
Provide your business details, income, expenses, and supporting documents for Schedule C tax preparation.
Personal and Business Information
Please provide your business details. If you are a previous client and believe we already have your information, you may skip fields that have not changed.
Full Name
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First Name
Last Name
Business Name
Business EIN
Business Description
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Business Sales/Income (other than 1099)
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Costs of Goods Sold (Products, inventory, etc.)
General Admin and Operation Expenses
Advertising Expenses
Commissions and Fees Paid
Contract Labor
Interest Paid Related to the Business
Legal and Professional Services
Office Expenses (Postage, Delivery, Cleaning, etc.)
Pension and Profit-Sharing Plans
Rent or Lease of Equipment
Repairs and Maintenance
Travel, Meals, and Entertainment
Travel (Airfare, Land, Car Rental, etc.)
Wages for Employees
Utilities
Telephone
Cellphone
Light/Water/Gas
Supplies (Stationery, etc.)
Number of Internet Connections
Home Office Expenses
Estimated House Area (square footage)
Estimated Area of House Used for Business (square footage)
Home Office Supplies (Stationery, etc.)
House Rent
House Fire Insurance
House Repairs & Maintenance
House Property Tax
House Utilities (Gas, Electric, Water, Security, Heater, etc.)
Other Expenses
List all other expenses here with the exact amount in $.
List all Assets here with the Asset Type, date of purchase, exact amount in $.
Vehicle Expenses
Description of Vehicle?
Approximate Date Placed in Service for Business
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Month
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Day
Year
Date
What is the purchase cost of the car?
Estimated FMV of Your Car if Sold Now
Estimated Miles Driven for Business
Estimated Daily Commutes
Personal Miles (Vacation, Family, etc.)
Parking and Toll for Business
Vehicle Operating Expenses (Gas, Car Insurance, Repairs & Maintenance, Tires, etc.)
List all other work vehicles & details here with the Description, date of purchase, exact amount in $.
Receipts and Summary (if any)
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Bank & Credit Card Statements for Business Only
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Other Supporting Files (if any)
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Acknowledgements by Client
Please read the following acknowledgments carefully before signing:
The law provides various penalties and interest that may be imposed when taxpayers underestimate their tax liability. You acknowledge that any such understated tax, and any imposed interest and penalties, are your responsibility, and that we have no responsibility in that regard. If you would like information on the amount or circumstances of these penalties, please contact us. Client also acknowledges that applicable tax laws are changed from time to time, and that such changes are sometimes retroactively effective. Firm provides no warranty that any such changes will not adversely impact the amount of any refund or credit which might otherwise have been payable to Client or the amount of tax which Client might otherwise have been required to pay.
Confidentiality: Under the law, some communications between a client and a tax preparer are privileged and not subject to disclosure to the IRS. However, any information you furnish to us for preparing your tax returns is not protected by this privilege and consequently may be discovered by the IRS.
Client Responsibilities: It is your responsibility to provide the Firm with all the information needed to prepare complete and accurate returns. The Fee shall be paid in full prior to the filing of the tax returns and/or delivery of returns to Client.
Audit Assistance: Tax returns are subject to audit by the taxing authorities. If your returns are audited, you may be required to furnish source documents to the tax authorities to substantiate information you provided and that the Firm reported on your return. If your returns are selected for audit, the Firm can assist you in preparing for the audit; however, this service is not included in the Fee specified in Section 4, and will require a separate letter of engagement. In this regard, you should retain backup documents for your tax return for at least seven (7) years after the returns were filed.
Client Signature
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