Homepage - Tax Refunds 101

BUSINESS INFORMATION

(applicable to all returns with Schedule C income/expense)

Taxpayer Name*

Last Four of SSN*

Business Name*

What kinds of products/services do you offer?*

Where do you conduct business?*

Street Address Address Line 2 City State ZIP Code

Do you have set hours of operation?*

Y

N

How is payment amount determined?*

(Charged per client/service/product, daily/weekly/monthly rate, paid by job, receives tips, etc.)

How much do you charge for your products/services?*

(If amount varies by service or customer explain here)

How often do you provide products/services?*

(If frequency varies by service or customer, explain here)

What method of payment do you receive?*

(Cash, Check, Credit Cards, online, accepts multiple payment methods, other)

How do you get new customers?*

Was income steady year round or were there changes in operations?*

(Seasonal business, increase or decrease in clients or services, business growth, etc.)

Use this section for additional information and calculations used to arrive at final income amount.

What types of items do you need to operate your business?*

(List specific types of tools, supplies, office materials, etc.)

How often do you need to replenish your supplies?*

(List frequency of purchase for every item listed above.)

Do you travel for business?**

(*If yes, complete the Vehicle Use Worksheet)

Are there additional expenses associated with your business?*

(Insurance, licensing, advertising, wages, utilities, etc.)

How much was spent on each additional expense?*

(Indicate in answer if amount listed was annual, monthly, one time fee, etc.)

Use this section for any additional information and calculations used to arrive at final expense amounts.

Ensure all supporting documents including additional pages used for calculation of total amounts are attached.

Drop files here or

Max. file size: 516 MB.

Taxpayer Signature*

Date*

Business Income Services and/or Products

SERVICE BUSINESS INCOME INFORMATION

Customer Name

Customer Contact Information

Services Provided

Cost of Services

Number of Payments Received

INCOME

Tap "plus" to add more

TOTAL ANNUAL SERVICE BUSINESS INCOME*

Calculate the total annual service business income

PRODUCT SALES INCOME INFORMATION

Product

Full Sale Price

Discounted Sale Price (if applicable)

Number of Products Sold at Full Price

Number of Products Sold at Discount (if applicable)

TOTAL SALES AMOUNT

Tap "plus" to add more

TOTAL PRODUCT SALES INCOME

Calculate the total product sales income

COST OF GOODS SOLD

*Does not apply to taxpayers who do not have goods to sell

A. Inventory at beginning of year

Describe expense

DOLLAR VALUE ($)

B. Purchases (less cost of personal use items)

Describe expense

DOLLAR VALUE ($)

C. Materials and supplies (for manufacturing goods)

Describe expense

DOLLAR VALUE ($)

D. Cost of labor (Do not include amounts paid to TP)

Describe expense

DOLLAR VALUE ($)

E. Other Costs (provide details)

Describe expense

DOLLAR VALUE ($)

F. Add lines A-E

Describe expense

DOLLAR VALUE ($)

G. Inventory at end of year

Describe expense

DOLLAR VALUE ($)

Cost of Goods Sold ($)

Subtract line G from line F

*Ensure all supporting documents including additional pages used for calculation of total amounts are attached

Drop files here or

Max. file size: 516 MB.

Taxpayer Signature*

Date*

Business Expenses

* A description of items purchased/expenses incurred should be provided for every expense claimed

A. Advertising (List ads used)*

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

A. COST FOR TAX YEAR ($)*

B. Supplies (List items purchased)*

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

B. COST FOR TAX YEAR ($)*

C. Interest on Business Loans (provide loan info)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

C. COST FOR TAX YEAR ($)

D. Machinery Rent/Lease (list items)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

D. COST FOR TAX YEAR ($)

E. Equipment Rent/Lease (list items)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

E. COST FOR TAX YEAR ($)

F. Other Business Property Rent/Lease (list items)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

F. COST FOR TAX YEAR ($)

G. Utilities (list types under description)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

G. COST FOR TAX YEAR ($)

H. Office Expenses (list types under description)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

H. COST FOR TAX YEAR ($)

I. Taxes (provide detail on state, federal, property, etc.)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

I. COST FOR TAX YEAR ($)

J. Licenses & Permits (list types)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

J. COST FOR TAX YEAR ($)

K. Legal & Professional Services (list types)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

K. COST FOR TAX YEAR ($)

L. Insurance (list types, do not include medical)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

L. COST FOR TAX YEAR ($)

M. Cellphone - Full Annual Cost ($)*

(allocated for business use)

M. Percentage used for business (%)*

M. Available for personal use?*

Y

N

M. Total allowable expense ($)

(annual cost less personal use)

N. Other (Provide details of each)

DESCRIPTION OF EXPENSE / ITEMS PURCHASED

COST FOR TAX YEAR ($)

Tap "plus" to add more

EMPLOYEE/CONTRACT LABOR EXPENSE

*Do not include any expense applicable to Cost of Goods Sold

A. Fees, Commissions, Salaries

(list number of employees and detail on payment)

A. DOLLAR VALUE ($)

B. Contract Labor

(list number of contractors and detail on payment)

B. DOLLAR VALUE ($)

C. Employee Benefit Programs

(list types)

C. DOLLAR VALUE ($)

*Please upload Proof of Business*

[1] Business Bank statements

[2] Business cards / Ads

[3] Invoices

[4] Screenshots of Customer email correspondence

[5] Screenshots of Social Media pages

[6] Receipts of Expenses

Drop files here or

Max. file size: 516 MB.

Taxpayer Signature*

Date*

Additional Notes/ Calcluations

Name

This field is for validation purposes and should be left unchanged.

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Client Data Sheet

Net Profit From Business Worksheet

Schedule C Worksheet

Vehicle Expense Worksheet

Client Data Sheet

Please include a copy of your last year’s return

Dependents: (List Youngest First)

You paid estimated Federal or State taxes last year.

CHILD CARE INFORMATION (Note: This information is required for each provider.

Bank Information for Deposit

THE EASY WAY TO GET YOUR TAXES DONE

Net Profit From Business Worksheet

Please include a copy of your last year’s return

INFORMATION ABOUT YOUR VEHICLE: Complete this section only if you are claiming vehicle expenses

SUMMARY OF GROSS RECEIPTS

SUMMARY OF EXPENSES

List purchased items used in Business with Useful Life Over 1 year:

Interest on Business Loans

Rent/Lease

Other Expenses - please list

OWN A COMPANY OR SELF-EMPLOYED?

Schedule C Worksheet

Please include a copy of your last year’s return

BUSINESS INFORMATION

Business Income Services and/or Products

COST OF GOODS SOLD

Business Expenses

EMPLOYEE/CONTRACT LABOR EXPENSE

USE YOUR CAR FOR YOUR BUSINESS?

Vehicle Expense Worksheet

Please include a copy of your last year’s return

MILEAGE/VEHICLE EXPENSE

ACTUAL VEHICLE EXPENSE

MILAGE INFORMATION

ALWAYS REVIEW YOUR ENTRIES!