2026 Self-Employed Tax Intake

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2026 Self-Employed Tax Intake* This field is required.Before We Begin
I understand this questionnaire is used to collect information for the preparation of my 2026 federal income tax return. I agree to provide complete and accurate information and understand that additional documentation may be requested.
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1. Legal First Name* This field is required.
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2. Legal Middle Name
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3. Legal Last Name* This field is required.
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4. Date of Birth* This field is required.
Date
Month
Day
Year
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5. Social Security Number or ITIN* This field is required.
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6. Occupation* This field is required.Examples: Hair Stylist Truck Driver Consultant Realtor Tax Professional
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7. Phone Number* This field is required.
Please enter a valid phone number.
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8. Email Address* This field is required.
example@example.com
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9. Preferred Method of Contact
Phone
Email
Text
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10. Best Time to Contact You
Please Select
Morning
Afternoon
Evening
Anytime
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11. Filing Status
Please Select
Single
Married Filing Jointly
Married Filing Separately
Head of Household
Qualifying Surviving Spouse
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12. Are you a returning client of The Filing Factory?
Yes
No
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1. Business Name
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2. Doing Business As (DBA)Leave blank if you do not have an EIN.
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3. Business Structure
Sole Proprietorship
Single-Member LLC
Qualified Joint Venture
Other
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4. Employer Identification Number (EIN)Leave blank if you do not have an EIN.
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5. Business Start DateWhen did you begin operating this business?
Date
Year
Month
Day
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6. Is this a new business for 2026?
Yes
No
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7. Is this business still operating?
Yes
No
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8. Principal Business ActivityExamples: Hair Braiding Tax Preparation Trucking Consulting Lawn Care Photography
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Ok
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9. Principal Business Code (NAICS) If you know your business code, enter it here. Otherwise, leave this blank and we'll determine the appropriate code during tax preparation.
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10. Accounting Method
Cash Basis
Accrual Basis
Unsure
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11. Did you materially participate in this business during 2026?
Yes
No
Unsure
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12. Did you have another owner?
Yes
No
Unsure
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1. Did your business earn income during 2026?* This field is required.
Yes
No
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2. Approximately how much gross business income did your business receive before expenses?Total Gross Business Income
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3. Which types of income did your business receive? (Select all that apply.)
Form 1099-NEC
Form 1099-K
Form 1099-MISC
Credit Card Payments
Cash Payments
Checks
ACH / Bank Transfers
Cash App
Venmo
Paypal
Zelle
Square
Stripe
Shopify
Amazon
Etsy
Ebay
Other
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4. Did you receive any business income that was not reported on a tax form?
Yes
No
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5. Estimate the amount of income that was not reported on a tax form.Unreported Business Income
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6. Did you receive Forms 1099 from multiple businesses or clients?
Yes
No
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Upload All Income DocumentsUpload all Forms 1099-NEC, 1099-K, 1099-MISC, sales reports, bookkeeping reports, payment processor statements, or any other records that support your business income. You may upload multiple files.
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Max. file size: 10.6MB
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8. Were all business deposits made into the same bank account?
Yes
No
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9. Is there anything about your business income that you would like us to know?Examples: One-time contract Business started mid-year Lost records due to computer failure Payment processor corrected a 1099 Income received after business closed
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Ok
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Which business expenses did you have during 2026? (Select all that apply.)
Office & AdministrativeOffice suppliesPostage & shippingPrinting & copyingSoftware & subscriptions
Advertising & MarketingAdvertisingWebsite expensesSocial media marketingBusiness cards & promotional materials
Vehicle & TravelVehicle expensesMileageParking & tollsBusiness travelHotels & lodgingAirfareMeals while traveling for business
Business OperationsRent or lease paymentsUtilitiesTelephone & internetBusiness insuranceBank feesMerchant processing fees
Professional ServicesAccounting & bookkeepingLegal feesTax preparation feesBusiness consulting
Equipment & PropertyEquipment purchasesToolsComputersOffice furnitureRepairs & maintenance
Employees & ContractorsEmployee wagesIndependent contractorsPayroll taxes
Inventory & Cost of Goods SoldInventory purchasesMaterials & supplies for products
OtherEducation & trainingLicenses & permitsDues & membershipsHome office expensesOther business expensesI had no deductible business expenses
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Approximately how much did your business spend on deductible expenses during 2026?
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1. Did you use a vehicle for business during 2026?* This field is required.
Yes
No
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2. How many vehicles were used for business?
Please Select
1
2
3
More than 3
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3. Vehicle InformationInclude: Year Make Model Example: 2022 Toyota Camry
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Ok
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4. Date Vehicle Was First Used for Business
Date
Month
Day
Year
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5. Total Miles Driven During 2026
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6. Business Miles
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7. Commuting Miles
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8. Personal Miles
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9. Did you keep a mileage log?
Yes
No
Partial Log
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10. Did you claim this vehicle for business in prior years?
Yes
No
Unsure
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11. Were all vehicle expenses paid by you?
Yes
No
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12. Which vehicle expenses did you pay?
Gas
Oil Changes
Repairs
Tires
Insurance
Registration
Car washes/detailing
Lease payments
Loan interest
Parking
Tolls
Other
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13. Upload Mileage DocumentationUpload mileage logs, mileage tracking app reports, maintenance records, or any documents that support your business vehicle use.
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Max. file size: 10.6MB
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14. Additional Notes...Is there anything else we should know about your business vehicle?Examples: Purchased during the year Sold during the year Multiple drivers Switched vehicles Mixed personal and business use
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Ok
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1. Did you use part of your home exclusively for business?* This field is required.
Yes
No
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2. What type of home do you use?
House
Apartment
Condo
Mobile Home
Other
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3. Total Square Footage of Your Home
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4. Square Footage Used Exclusively for Business
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5. Do you own or rent your home?
Own
Rent
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6. Did you have any of these home expenses during 2026?
Rent
Mortgage interest
Property taxes
Homeowners insurance
Renters insurance
Electricity
Water
Gas
Internet
Trash service
HOA fees
Repairs & maintenance
Security system
Other
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7. Approximately how much did you spend on home expenses during 2026?Estimated Total Home Expenses
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8. Is your home office your principal place of business?
Yes
No
Unsure
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9. Upload Supporting DocumentsUpload Home Office Supporting Documents Examples: Mortgage interest statement (Form 1098) Lease agreement Utility bills Property tax records Homeowners or renters insurance
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Max. file size: 10.6MB
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10. Additional Information...Home OfficeIs there anything else we should know about your home office? Examples: Separate office entrance Shared workspace Moved during the year Began using the office mid-year
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Ok
Ok
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1. Did your business maintain inventory during 2026?* This field is required.
Yes
No
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2. What type of inventory did you sell?
Retail merchandise
Handmade products
Wholesale products
Beauty products
Clothing
Food or beverages
Automotive parts
Construction materials
Digital products
Other
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3. Beginning Inventory (January 1, 2026)Inventory Value at the Beginning of the Year
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4. Inventory Purchased During 2026
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5. Ending Inventory (December 31, 2026)
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6. Cost of Materials and Supplies
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7. Did you manufacture any products?
Yes
No
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8. Did you have inventory stored in more than one location?
Yes
No
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9. Upload Inventory RecordsUpload Inventory Reports, Purchase Records, or Cost of Goods Sold Documentation Examples: Inventory reports Purchasereceipts Supplier invoices POS inventory summaries Bookkeeping reports
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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10. Additional Notes...InventoryIs there anything else we should know about your inventory or products? Examples: Inventory damaged or stolen Inventory donated Business started during the year Inventory counts estimated Seasonal inventory fluctuations
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Ok
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1. Did you purchase any business assets or equipment during 2026?
YESNO
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2. Which types of assets did you purchase?
Computer or laptop
Printer or office equipment
Furniture
Tools
Machinery
Business vehicle
Cameras or photography equipment
Phones or tablets
Business software
Manufacturing equipment
Trailers
Others
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3. Approximate Total Cost of Assets Purchased
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4. How were the assets acquired?
Purchased outright
Financed
Leased
Gifted
Trade-in
Other
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5. Did you sell, trade, or dispose of any business assets during 2026?
YESNO
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6. If yes, describe the asset(s).Include: Description Date sold Approximate selling price Reason for disposal
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7. Are all purchased assets used more than 50% for business?
YESNO
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8. Upload Asset DocumentationUpload Receipts, Invoices, Financing Agreements, or Lease Documents Examples: Purchase receipts Equipment invoices Loan documents Lease agreements Sales receipts Trade-in documentation
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Select files to upload
Max. file size: 10.6MB
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9. Additional Notes...Assets & EquipmentIs there anything else we should know about your business assets? Examples: Equipment still being financed Purchased near year-end Personal and business use Insurance claim replacement Donated equipment
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Ok
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1. Did you pay any independent contractors or subcontractors during 2026?* This field is required.
YESNO
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2. Approximately how many contractors did you pay?
Please Select
1
2
3
4
5+
Unsure
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3. Approximately how much did you pay all contractors during 2026?
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4. Did you collect a completed Form W-9 from each contractor?
Yes
No
Unsure
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5. Were any individual contractors paid $600 or more during 2026?
Yes
No
Unsure
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6. How were your contractors paid?
Check
ACH / Bank Transfer
Cash
Cash App
Venmo
PayPal
Zelle
Credit Card
Debit Card
Other
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7. Did a third-party payment processor (such as PayPal, Venmo, or a credit card company) process the payments?
Yes
No
Unsure
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8. Upload Contractor RecordsUpload Contractor Payment Records, W-9 Forms, or Payment Reports Examples: W-9 forms Contractor invoices Payment summaries Bookkeeping reports Spreadsheet of contractor payments
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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9. Additional Contractor NotesIs there anything else we should know about your contractor payments? Examples: First year using contractors Foreign contractors Family members Missing W-9 forms Payments still outstanding
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Ok
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1. Did you make any estimated tax payments during 2026?* This field is required.
Yes
No
Unsure
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2. Which types of tax payments did you make?
Federal estimated tax payments
State estimated tax payments
Extension payment (Form 4868)
Prior-year refund applied to 2026
Local estimated tax payments (if applicable)
None
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3. Approximately how much did you pay in Federal estimated taxes?
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4. Approximately how much did you pay in State estimated taxes?
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5. Did you apply any of your 2025 tax refund to your 2026 taxes?
Yes
No
Unsure
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6. If yes, how much was applied?
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7. Did you file an extension for your 2026 tax return?
YESNO
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8. If you filed an extension, approximately how much did you pay with it?
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9. Upload Payment DocumentationUpload Estimated Tax Payment Confirmations or IRS/State Payment Receipts Examples: IRS Direct Pay confirmations EFTPS confirmations State payment receipts Bank payment confirmations Extension payment confirmations
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Select files to upload
Max. file size: 10.6MB
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10. Additional Estimated Tax InformationIs there anything else we should know about your estimated tax payments? Examples: Missed a quarterly payment Made a late payment Payment returned by the bank Unsure of exact payment amounts Waiting for payment confirmation
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Ok
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1. How did you track your business income and expenses?* This field is required.
QuickBooks Online
QuickBooks Desktop
Wave
Xero
FreshBooks
Excel Spreadsheet
Google Sheets
Paper Ledger
Bank Statements Only
Credit Card Statements Only
Receipt Folder
Mobile App
I did not keep bookkeeping records
Other
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2. Are your bookkeeping records complete for the entire year?
Yes
No
Mostly
Unsure
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3. Have your bank accounts been reconciled?
Yes
No
Partially
Unsure
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4. Did you maintain separate business and personal finances?
Yes
No
Mostly
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5. Approximately how organized are your business records?
Very organized
Mostly organized
Some records are missing
I need bookkeeping assistance
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6. Which financial reports do you have available?
Profit & Loss Statement
Balance Sheet
General Ledger
Sales Report
Expense Report
Inventory Report
Bank Statements
Credit Card Statements
None of the above
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7. Upload Your Bookkeeping RecordsUpload Bookkeeping Reports or Financial Statements Examples: Profit & Loss Balance Sheet General Ledger Excel spreadsheets Bank statements Credit card statements Bookkeeping exports Sales reports
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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8. Do you need bookkeeping cleanup before your tax return can be prepared?
Yes
No
Unsure
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9. Additional Bookkeeping InformationIs there anything else we should know about your bookkeeping records? Examples: Switched bookkeeping software during the year Lost records due to a computer failure Business started or ended during the year Need help categorizing expenses Behind on bookkeeping
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Ok
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1. Did your business use a separate business bank account?* This field is required.
YESNO
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2. How many business bank accounts did you use during 2026?
Please Select
1
2
3
4+
None
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3. Which financial institutions did your business use?Chase Business Checking, Bank of America Savings, Navy Federal Credit Union
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4. Which payment processors did your business accept payments through?
Square
Stripe
PayPal
Venmo Business
Cash App Business
Zelle
Shopify Payments
Clover
Toast
QuickBooks Payments
Amazon
Etsy
eBay
None
Other
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5. Did you accept cash payments?
YESNO
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6. Did you deposit all business income into your business bank account?
Yes
No
Mostly
Unsure
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7. Did you use any personal bank accounts for business transactions?
YESNO
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8. Upload Business Financial StatementsUpload Business Bank Statements and Payment Processor Reports Examples: Business bank statements PayPal reports Stripe reports Square reports Shopify payout reports Merchant account summaries
Drag and drop files here
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Max. file size: 10.6MB
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9. Additional InformationIs there anything else we should know about your business banking or payment processing? Examples: Opened a new account during the year Closed an account Switched banks Shared account with another business Experienced fraudulent transactions
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1. Profit & Loss Statement (Recommended)Upload Your Profit & Loss Statement Examples: QuickBooks Profit & Loss Excel Profit & Loss Accounting software reports
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Max. file size: 10.6MB
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2. Business Bank StatementsUpload statements for the months your business operated during 2026.
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Max. file size: 10.6MB
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3. Credit Card StatementsUpload Business Credit Card Statements
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Select files to upload
Max. file size: 10.6MB
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4. Income DocumentsUpload All Business Income Documents Examples: 1099-NEC 1099-K 1099-MISC Sales reports Merchant statements
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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5. Expense DocumentationUpload Business Expense Documentation Examples: Receipts Vendor invoices Expense reports Utility bills Insurance invoices
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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6. Vehicle Records
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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7. Home Office DocumentsUpload Home Office Documentation Examples: Utility bills Mortgage interest statement (Form 1098) Lease agreement Property tax records Insurance statements
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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8. Inventory Records (If Applicable)Upload Inventory Reports and Purchase Records
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Select files to upload
Max. file size: 10.6MB
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9. Asset & Equipment DocumentationUpload Asset Purchase Receipts and Equipment Documentation
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Select files to upload
Max. file size: 10.6MB
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10. Contractor RecordsUpload W-9 Forms and Contractor Payment Records
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Select files to upload
Max. file size: 10.6MB
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11. Estimated Tax Payment RecordsUpload Estimated Tax Payment Confirmations
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Select files to upload
Max. file size: 10.6MB
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12. Prior-Year Tax Return (Highly Recommended)Upload Your 2025 Federal Tax Return If another tax professional prepared your prior-year return, uploading it helps us identify carryovers, depreciation schedules, estimated tax history, and other items that may affect your 2026 return.
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Max. file size: 10.6MB
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13. Additional Business Tax DocumentsUpload Any Additional Business Tax Documents Examples: IRS notices State tax correspondence Business licenses Loan interest statements Any other documents you believe may be helpful
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Max. file size: 10.6MB
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1. Taxpayer Acknowledgment* This field is required.
I certify that the information I have provided is true, complete, and accurate to the best of my knowledge. I understand that The Filing Factory will rely on the information and documents I provide to prepare my tax return and that additional information or documentation may be requested before my return can be completed.
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2. Business Records Acknowledgment* This field is required.
I understand that I am responsible for maintaining adequate business records to support my income, expenses, deductions, and credits. I certify that the information and documents I have provided accurately reflect my business activities for the 2026 tax year.
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3. Electronic Communication Consent* This field is required.
I authorize The Filing Factory to communicate with me regarding my tax return using the phone number and email address I provided. I understand that communications may include requests for additional documents, appointment reminders, tax return updates, and filing notifications.
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Taxpayer Electronic Signature* This field is required.By signing below, I certify that the information submitted through this intake form is true and complete to the best of my knowledge. I understand that completing this questionnaire does not constitute the filing of my tax return and that additional information may be required before my return can be prepared and electronically filed.
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Date Signed* This field is required.
Date
Month
Day
Year
Should be Empty: