Business Taxes Intake Form

Business Owner Information:

Full Name of Owner /Responsible party *

Owner/ Member Email *

Owner Number *

Address

Street Address

City

State

Country

Postal code

Owner Role / Title *

Are you the business owner? *

Yes

No

Representative Name / Title

Business Entity Type

Type of Entity *

Business Start Date

Did you pay yourself Payroll this year?

Yes

No

Number of Owners

Names of Additional Members/ Partners

Business Details:

Business Legal Name *

DBA (if applicable)

IRS EIN *

Business Address *

Formation State *

Date: *

Accounting Method

Is this your first-year filing? *

Yes

No

Please upload all documents pertaining to this section.

Business Activity

Industry/ Type of Business *

Description of Operations *

NAICS Code

Does your business operate in multiple states? *

Yes

No

List States:

Bookkeeping Status

Do you have bookkeeping completed? *

Yes

No

If No Choose:

Did you mix business & personal expenses *

Yes

No

Did you mix business & personal Income *

Yes

No

Upload all Bookkeeping documents

credit card expenses receipts & income reports

Business Income (Revenue)

Total Gross Income

Did you receive 1099- NEC or 1099-K? *

Yes

No

Upload income statements/ all 1099s

Business Expenses

To prepare your business tax return accurately please upload ALL expense documentation for the tax year.

Accepted documents include:

Profit & Loss Report

Expense Spreadsheet

Bank Statements

Credit Card Statements

Receipts

Business Transaction Export (Square, Stripe, PayPal, etc.)

Upload as many files as needed.

We accept PDF, JPEG, PNG, Excel, CSV, and ZIP.

Upload expense spreadsheet & receipts

Assets & Depreciation

Did you purchase any business Equipment over $2,500? *

Yes

No

Did you sell or dispose of business assets? *

Yes

No

Upload Sale Records, receipts and documents

Payroll (If Applicable)

Do You have Employees? *

Payroll/Contractor Reports

Business Loans

Did you take out any business loans during the year? *

Yes

No

Beginning Balance

Ending Balance

Interest Paid

Upload statements

Sales Tax/ State Tax

Did you select sales tax

Yes

No

Did you file sales tax return?

Yes

No

Upload Reports

Prior Year Business Tax Return

Did you file a tax return last year? *

Did you receive any IRS or State tax letters/ notices this year?

Yes

No

Upload business return/ IRS notices

Final Questions

Any Major changes this year?

Any missing Documents?

Preferred method of communication?

Deadline requested for completion?

Business Banking Information

Bank Name

Name on Bank Account

Routing Number

Account Number

Will you be using a bank product (refund transfer) to pay for your Tax Preparation fees?s

Yes- I will use a bank product

No- I will pay upfront

ACKNOWLEDGMENT & SIGNATURE

I confirmed that all information I entered here is accurate and true.
I allow Consecrated Tax Solution to capture my sensitive data like personal ID, government id, social security number (SSN), and other information.
I have read the terms and conditions and privacy policy of Consecrated Tax Solution.
By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this Business Tax return.

Date Signed

Taxpayer Signature

Clear

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