Small Business Information

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PART I — GENERAL INFORMATION

Name(Required)

First Last

Name of Business(Required)

EIN(Required)

*We only need this if it is your first year or not on file.

Is the address of the business the same as on your tax return?(Required)

Yes

Business Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Did you receive any 1099-misc, 1099-nec, Or 1099-k for your business?(Required)

Yes

Did you issue any 1099s this year?(Required)

Yes

PART II — Income & Expenses

If you do have expenses for a field, please enter “0.”

Income(Required)

Auto Expenses(Required)

Advertising(Required)

Commissions & Fees(Required)

Contract Labor(Required)

Employee Benefit Programs(Required)

Insurance (other than health)(Required)

Interest Paid (Not for home mortgage)(Required)

Legal & Professional Fees(Required)

Office Expenses(Required)

Pension or Profit-sharing plans(Required)

Rent — Machinery & Equipment(Required)

Rent — Building/Office Space(Required)

Repairs & Maintenance(Required)

Supplies(Required)

Taxes & Licenses(Required)

Travel(Required)

Meals(Required)

Utilities(Required)

Wages(Required)

*Please send a copy of the Federal W3

Payroll Tax Paid(Required)

Payroll Processing Fees(Required)

Bank Charges(Required)

Website Fees(Required)

Credit Card/Merchant Processing Fees(Required)

Telephone(Required)

Software Expenses(Required)

Dues & Subscriptions(Required)

Continuing Education(Required)

Permits & Fees(Required)

Other Expenses Not Listed

Expense

Amount

Click the + to add more expenses.

PART III — Capital Expenditures

Did you make any capital purchases or improvements?(Required)

Yes

THESE INCLUDE THINGS SUCH AS NEW COMPUTERS, PRINTERS, CELL PHONE, EQUIPMENT, MACHINERY, OFFICE RENOVATIONS, ETC.

If yes, please indicate the capital expenditure, date it was made, and price.
*Please do not include any entries listed in Part II.

Business Expenditures

Expenditure

Date

Price

Click the + to add more expenditures.

Do you have a vehicle that is used for your business?(Required)

Yes

*if we have your vehicle on file, we just need the mileage incurred.

Date Vehicle Was Purchased

Purchase Price or Lease Payment Per Month

Total Miles Driven This Year

Miles Driven for Business Purposes

PART IV — Additional Information

Do you use a portion of your home as designated office space for your business?(Required)

Yes

Square Footage of Home/Apartment

Square Footage of Designated Office Space

Real Estate Taxes or Rent Paid

Mortgage Interest

Homeowners Insurance

Utilities

*Separate from those listed above

Home/Apartment Repairs

Did you, or do you wish to make a contribution to a SEP or deductible IRA plan?(Required)

Yes

If yes, please indicate which plan you wish to contribute to:

Do you wish to make the maximum contribution?

Yes

If no, please indicate how much you would like to contribute:

Are you and/or your family covered under a health insurance plan?

Yes

If yes, please indicate total health insurance expenditures:

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