SCHEDULE C WORKSHEET
This checklist is designed to assist you in gathering the information required for preparation of your Schedule C worksheet. Please complete all applicable sections. Also, please provide details and documentation as requested your Sharefile account.

If you have any questions or concerns while filling out this checklist please give our office a call at 281-469-6600

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Email *
Business Name (if any)
 *
Business Owner Name
 *

Address (if different from personal address)

 *

Federal ID# (if any)

 *

Is this your first year in business?
If no; IN OTHER please provide the origin date

 *
Required

Did you “materially participate” in the operation of this business during 2023?   

 *

Did you make payments requiring a Form 1099?
If yes; did you file required Form 1099?
If yes; please upload documentation to your Sharefile account.

 *
Did the business receive any cash payments (excluding checks) of more than $10,000 in the current year in one transaction of two or more related transactions? 
If yes; was Form 8300, Report of Cash Payments over $10,000 Received in Trade or Business, filed *

Do you have a self-employed retirement plan?

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Did you receive a PPP Loan forgiveness?

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Do we have copies of your 2022 payroll returns, if applicable.
If no; please upload documentation to your Sharefile account.

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Business Mileage

Do not include mileage to and from home unless your office is in your home

 

Do you have "evidence" to support your mileage?
If yes; please upload documentation to your Sharefile account.
 *
Is the "evidence" written?
Evidence includes mileage logs, appointment records, calendars, etc. The IRS could ask for odometer readings from oil changes, repair invoices, purchase and sale documents.
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Did you purchase any major pieces of equipment?
If yes; please upload documentation to your Sharefile account.
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Do you have QuickBooks online?
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