BUSINESS INTAKE FORM
Complete one for each activity/schedule.
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Email *
Tax Payer Name *
Business Name *
Tax ID Number *
Address *
Nature of Business *
Income *
Do you have receipts for business expenses? *
Are you in need of bookkeeping services? *
Are you in need of payroll services? *
Are you in need of administrative support services? *
Do you need to file F1099s? You are required to file F1099s to everyone you made payments to that was over $600 (except to a corporation). *
Did you make improvements to your building/office? *
Were you out of work due to contracting Covid or being required to quarantine and not able to work?                        If yes How many days out of work?  *
Did you have any employees out of work due to contracting COVID or who were required to quarantine? Is this accounted for in your payroll report?  *
Business Refund/Returns
COST OF GOODS SOLD
Beginning Inventory 1/1
Ending Inventory 12/31
Purchases (items for resale, and purchases to make products)
Cost of Labor
Other (ex: Shipping,)
EXPENSES
Advertising/Marketing
Business Travel
Meals/Entertainment
Commission/fees
Contract Labor *1099 Payments total
Employee Programs (401k, Benefits, Life Insurance, Pension)
Insurance (BWC, Liability, Business, Property)
Wages (W-2 Payments)
Paid Interest (Loan, credit cards, Mortgage)
Legal/professional
General office expense (ex: supplies, software)
Building Rent or Lease
Equipment Rent or Lease
Repairs/maintenance
Taxes, Licenses, Permit (ex: payroll tax, CAT,)
New business asset purchased this year (ex: printers, equipment, computers)
Job Supplies (ex: building materials)
UTILITIES
Internet/Cable
Water/sewer Cost
Electric Cost
Phone
Gas
Lawncare/Snow Removal
Security System
Do you use your vehicle for business? *
AUTO EXPENSE
If Mileage deductions provide Vehicles Year, Make & Model
If Mileage deductions provide Odometer readings Jan 1
If Mileage deductions provide Odometer readings on Dec 31.
If Mileage deductions provide business percentage or business miles driven.
If using actual expenses list Gas, Repairs, Insurance
Other Costs (ex: postage,)
A copy of your responses will be emailed to the address you provided.
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