Ramsey' Tax Self-Employment Intake Form

Form Instructions

Complete this form to provide information about your self-employment income, expenses, write-offs, and associated sales/gross. Provide documents where available (tax returns, invoices, receipts, bank statements). Enter an email so we can follow up. If asked later for sensitive identifiers (full SSN), you will be asked to provide them through a secure channel.

First Name *

Last Name *

Email *

Phone *

Address

Street Address *

Country *

State *

City *

Postal Code *

Tax Identifier

Employer Identification Number (EIN)

Social Security Number (SSN)

Business Information

Business name / DBA

Business legal structure *Select the legal structure of your business.

Date business started

Primary business activity / NAICS description *

Describe the services or products you provide.

Income & 1099 Information

Total gross receipts / sales for last tax year (USD)

Total gross receipts / sales year-to-date (USD)

Number of 1099-NEC / 1099-MISC received last year

Total amount reported on 1099s (USD)

Upload received 1099s (optional)

Click to upload

Upload copies of 1099s you received.

Expenses — Line Items
(enter expense amount and sales/gross attributable)

Item 1

Associated sales / gross (USD)

Receipt / Invoice

Item 2

Associated sales / gross (USD)

Receipt / Invoice

Item 3

Associated sales / gross (USD)

Receipt / Invoice

Item 4

Associated sales / gross (USD)

Receipt / Invoice

Item 5

Associated sales / gross (USD)

Receipt / Invoice

Expense Totals

Advertising / marketing — total (USD)

Auto / vehicle — total (USD)

Supplies / materials — total (USD)

Contractor / subcontractor payments — total (USD)

Rent / lease — total (USD)

Insurance — total (USD)

Meals (50% deductible unless otherwise noted) — total (USD)

Depreciation / equipment purchases — total (USD)

Other deductible expenses — total (USD)

Home Office

Do you use part of your home regularly and exclusively for business?

Square footage used for business

Total home square footage

Estimated deductible home expenses attributable to business — monthly (USD)

Method used (simplified vs actual)

Indicate whether you use the simplified $/sqft method or actual expense allocation.

Vehicle / Mileage

Do you use a vehicle for business?

Vehicle deduction method

Standard mileage rate

Actual expenses

Do not claim vehicle deduction

Business miles driven this year

Total miles driven this year

Mileage log or vehicle expense records (optional)

Click to upload

Depreciation / Capital Assets

Item 1

Asset description

Date placed in service

Cost basis (USD)

Depreciation / expensing method

Section 179

Bonus depreciation

MACRS / straight-line

Expensed fully (not depreciated)

Purchase invoice or proof of cost

Item 2

Asset description

Date placed in service

Cost basis (USD)

Depreciation / expensing method

Section 179

Bonus depreciation

MACRS / straight-line

Expensed fully (not depreciated)

Purchase invoice or proof of cost

Item 3

Asset description

Date placed in service

Cost basis (USD)

Depreciation / expensing method

Section 179

Bonus depreciation

MACRS / straight-line

Expensed fully (not depreciated)

Purchase invoice or proof of cost

Item 4

Asset description

Date placed in service

Cost basis (USD)

Depreciation / expensing method

Section 179

Bonus depreciation

MACRS / straight-line

Expensed fully (not depreciated)

Purchase invoice or proof of cost

Item 5

Asset description

Date placed in service

Cost basis (USD)

Depreciation / expensing method

Section 179

Bonus depreciation

MACRS / straight-line

Expensed fully (not depreciated)

Purchase invoice or proof of cost

Payroll & Contractors

Do you have employees (W-2)?

Number of W-2 employees

Do you pay contractors / subcontractors?

Number of contractors paid

Payroll or contractor payment records (optional)

Estimated Taxes & Payments

Have you made quarterly estimated tax payments this year?

Total estimated payments made this year (USD)

Do you pay self-employment (SE) tax on this business?

Supporting Documents (upload)

Most recent personal & business tax returns (pdf preferred)

Bank statements showing business activity

Invoices, contracts, or proof of sales

Additional notes / explanations

Use this space to explain unusual items, large purchases, or changes in business activity.

I authorize the tax preparer to contact my clients, contractors, or financial institutions to verify information if necessary Checking this will help expedite verification. If not checked, processing may be delayed.

Privacy & Security Note

We treat your information confidentially and only use it for tax preparation and verification. Do not upload full SSNs unless specifically requested and through a secure channel.

By checking this box, I consent to receive non-marketing text messages from Ramsey’s Financial & Co., LLC regarding my tax preparer application, application status, onboarding, training, scheduling, and related communications. Message frequency varies. Message & data rates may apply. Text HELP for assistance or reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from Ramsey’s Financial & Co., LLC at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Date Signed

Signature

Clear

Ramsey' Tax Self-Employment Intake Form

Tax Identifier

Business Information

Income & 1099 Information

Expenses — Line Items (enter expense amount and sales/gross attributable)

Item 1

Item 2

Item 3

Item 4

Item 5

Expense Totals

Depreciation / Capital Assets

Item 1

Item 2

Item 3

Item 4

Item 5

Supporting Documents (upload)

Expenses — Line Items
(enter expense amount and sales/gross attributable)