Schedule C

Schedule C
Business Income & Expenses

This form is for clients reporting self-employment or small business income. Please complete all sections accurately and upload supporting documents where applicable. All information provided must be true, complete, and supported by records if requested by the IRS.

Identity

Please upload your ID and SSN card before completing the rest of this form. The IRS requires identification before any tax preparation can begin. Thank you for your cooperation.
Upload ID & SSN Card*

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Business Income

Report all income received from your business during the tax year, even if you did not receive a 1099.
Total Gross Business Income/Revenue*
YesNo
Upload Income Documents (1099-NEC/1099-K/1099-MISC)

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Other income not reported on 1099s? (If yes, explain and state the amount below)

Business Expenses

Business expenses must be ordinary, necessary, and directly related to your business. Please upload documentation where available. Do not include personal expenses. Only enter amounts you can reasonably support.
Advertising & Marketing
Office Supplies
Software/Subscriptions
Legal/Professional Fees (i.e., tax prep fees, legal advice, consulting fees etc.)
Education & Training
Insurance (car insurance for business, self-employed health insurance, etc.)
Repairs & Maintenance
Internet (Business Portion)
Meals (Business Related Only)
Cell Phone (Business Portion)
Travel (Business Only) (i.e., Uber/Lyft, Flights, Hotels/Airbnb, etc.)
Supplies/Other Business Expenses - Description & Amount
Upload receipts, statements, or summaries

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Personal Tax Situations

Please complete this section if any of the following apply to you.
YesNo
Upload W2

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YesNo
List dependent(s): Full Name, DOB, SSN (if NOT applicable, write N/A)*

IRS Compliance & Due Diligance

Please read confirm the statement below.
I understand that my tax professional reports information as provided and does not create or adjust income or expenses to increase refunds. I understand that inaccurate reporting may result in IRS penalties, audits, or interest.

Recordkeeping Acknowledgement

Please read and confirm the statement below.
I confirm that all income and expenses reported in this form are accurate to the best of my knowledge and are supported by records (receipts, statements, or logs). I understand that personal expenses may not be claimed as business expenses. I understand that estimates, fabricated amounts, or unsupported expenses are not permitted.
Business expenses must be ordinary, necessary, and directly related to your business. If documentation is requested by the IRS, you are responsible for providing it

Final Certification

Please read and confirm below.
By submitting this form, I certify that the information provided is true, complete, and correct to the best of my knowledge.
Signature*
Spouse Signature (Required, if Applicable)
Date*

MonthDayYear
Date
Should be Empty:

Business Income & Expenses