Schedule C Client Intake

Schedule C Client Intake

Please complete this form to provide your business information for Schedule C tax preparation.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Business Name
Business Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Type of Business
Income
Enter your business income
Employer Identification Number (EIN), if applicable
When did your business start?

MonthDayYear
Date
Brief Description of Business Activities
What accounting method do you use?
Do you have employees?
Do you use part of your home for business?
Did you file a Schedule C in the previous tax year?
Additional Comments or Information
Your tax professional will need more detailed expenses along with proof.
Signature
Should be Empty: