Annual Business Expense Form
This form is for self employed tax clients to document expenses to claim on your 2025 tax return. If you have any business bank statements, expense spreadsheets etc, please upload them as well.
Full Name of the Client
*
First Name
Last Name
Business Name
*
Business EIN
Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Business email
example@example.com
Business Tax Year
Please Select
2025
2024
2023
Business Annual Income
Marketing Expenses
Contract Labor Expenses
Commission and Fees
Office Supplies
Other Supplies
Depletion
Employee Benefits Program
Health Insurance
Travel Expenses
Meal Expenses 50%
Meal Expenses 80%
Taxes and Licenses Expenses
Mortgage Interest
Other Interest
Legal and Professional Services Expenses
Pension and Profit Sharing Expenses
Rent or Lease of Equipment
Rent or Lease of Property
Utilities Expenses(ex: Duke energy, water, phone and internet etc.)
Vehicle Expenses - Fuel (only if using fuel oil for business vehicles)
Vehicle Expenses - Maintenance and Repairs
Vehicle Expenses - Insurance
Vehicle Expenses - Lease or Loan Payments
Vehicle Mileage
Upload Receipts or Relevant Documents
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I agree that all expenses and documents are accurate to the best of my knowledge.
Submit Expense Data
Submit Expense Data
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