Fill out COMPLETELY or mark "N/A"

DO NOT leave blank

Use separate worksheets for each Schedule C

** Please Note: If possible, it is preferred a Trial Balance, P&L and Balance Sheet be provided. If available, write "See attachments" below and upload files. If not available, please use the input sheet below.

Year Filing For

Filing Status This Year

Taxpayer's Full Name*

First NameMiddle NameLast NameSuffix

Taxpayer's Address*

Street Address

Street Address Line 2

CityState

Zip Code

Taxpayer's Occupation*

Taxpayer's Date of Birth*

Date

Taxpayer's Social Securty *

Taxpayer's Phone Number*

Area CodePhone Number

Taxpayer's Email*

example@example.com

Are you a U.S. Citizen?*

YesNo

Spouse's Full Name

First NameMiddle NameLast NameSuffix

Spouse's Address

Street Address

Street Address Line 2

CityState

Zip Code

Spouse's Social Security

Spouse's Date of Birth

Date

Spouse's Occupation

Spouse's Phone Number

Area CodePhone Number

Dependent(s)

	First Name	Middle Name	Last Name	Date of Birth	Social Security Number	Relationship	No. of months resided with you	Childcare Expenses paid	Education Credit	Tuition and Fees Deduction
Dependent 1
Dependent 2
Dependent 3

Employer ID/EIN (If any)

Business Owner

TaxpayerSpouseBoth

Business Code or Profession

Date Business Started

Business Name

Business Address

Accounting Method

CashAccrualOther

If Other, please specify:

Did you materially participate in the business?

YesNo

Are you claiming use of a home office? If Yes... please include Home Office Deduction Worksheet.

YesNo

Do you have depreciable assets? If Yes... please provide a Detailed Depreciation Schedule.

YesNo

Vehicle Information

	Year	Make	Model	Date Placed in Service	Total Miles Driven	Business Miles	Commuting Miles
Business Vehicle

Fill out COMPLETELY or mark "N/A"

DO NOT leave blank

Use separate worksheets for each Schedule C

** Please Note: If possible, it is preferred a Trial Balance, P&L and Balance Sheet be provided. If available, write "See attachments" below and upload files. If not available, please use the input sheet below.

Self Insured Health Insurance Deduction?

YesNo

If Yes... how much did you pay?

Income - Sales (Required if no P&L or Trial Balance Available)

	Amount
Credit/Debit Card Payments (Form 1099K)
Returns & Allowances
Total Sales
Other Income

Cost of Goods Sold

	Amount
Inventory at Beginning of Year
Purchases
Cost of Labor
Cost of Items for Personal Use
Materials & Supplies
Other Costs
Inventory at End of Year

Car and Truck Expenses

	Amount
Total Miles
Business Miles
Gas
Gas
Tires
Insurance
Misc./Car Wash
Vehicle DMV
Vehicle Lease
Vehicle Interest

Vehicle Interest

	Amount
Accounting
Advertising
Auto Expenses (other than mileage)
Answering Service
Bad Debts
Bank Charges
Business Cellphone
Business Telephone
Commissions
Commissions
Contract Labor
Credit Card Fees
Delivery & Freight
Depletion
Depreciation (Need Sched)
Dues & Subscriptions
Employee Benefit Programs
Insurance (other than Health)
Interest- Mortgage
Interest- Other
Janitorial
Laundry- Uniforms
Legal & Professional
Meals (Total)
Miscellaneous
Office Expense
Outside Services
Parking & Toll
Pension & Profit Sharing Plans
Postage
Printing
Rent or Lease-Auto, Machinery, Equipment
Rent or Lease-Building
Repairs and Maintenance
Sales Tax
Security
Software
Supplies
Taxes and Licenses
Taxes-Payroll
Taxes-Real Estate
Tools
Travel (air, train, etc.)
Meals & Entertainment
Uniforms
Business Utilities
Business Internet
Wages
Other Expenses
New Office Equipment
Date New Office Equipment Purchased
New Computers
Date New Computers Purchased
New Other Equipment
Date Other Equipment Purchased

Please Upload Taxpayer's Identification

Browse Files

Valid Government/State Identification

Please upload Taxpayer's & Dependents Social Security Card(s)

Browse Files

Social Security Card(s)

Upload any supporting documentation

Browse Files

Signature*

Fill out COMPLETELY or mark "N/A"

DO NOT leave blank

Use separate worksheets for each Schedule C

** Please Note: If possible, it is preferred a Trial Balance, P&L and Balance Sheet be provided. If available, write "See attachments" below and upload files. If not available, please use the input sheet below.

Business Income and Expense Worksheet