1. Instructions

    1. Instructions

  2. General

    1. *Notices from the IRS

    2. *Were there any ownership changes during the year?

    3. *Did the business purchase any fixed assets within the year?

    4. *Did you dispose of any vehicles during the year that were used for any business purpose in the past?

    5. *Did the business receive any income that HAS NOT been recorded in the books or in the summary that you provided (ex: tips, cash sales, etc.)?

    6. *Did the business owner use personal funds to pay for any business items in the year that ARE NOT recorded in your books? If yes, please provide a summary by expense category.

    7. *During the year, did the business owner have self-employed health insurance for the owner and/or owner's family?

  3. Retirement Plan

    1. *Does the business have a retirement plan (401(k), SEP, Simple IRA, etc)?

    2. *Does the business owner want to make a contribution for the year before the tax return is filed?

    3. *Does the owner want to create a plan before the tax return is filed?

  4. Income

    1. *Did the business make any payments that would require it to file 1099 Form(s) (1099-NEC, 1099-MISC, 1099-INT, etc.)?

    2. *Did you take any payroll tax credits for employee retention and/or sick and family leave or defer employer social security tax due to the CARES Act during the year?

    3. *Did the business have income earned in any state other than the business' home state in 2020?

    4. *Did the business have employees or contract labor located in any state other than the business' home within the year?

    5. *Did the business have any foreign income, foreign bank accounts, foreign trusts, or any other foreign financial activity or assets at any time during the year?

    6. *Did the business make any payments to foreign individuals or foreign entities for services that foreign individuals or foreign entities performed in the US during the year?

    7. *Did the business have any foreign partners/members/shareholders during the year?

    8. *At any time during the year did the business receive, sell, send, exchange, or otherwise conduct any transaction with any virtual currency?

    9. *Income documentation

  5. S-Corporations

    1. *Does your business file the Form 1120S S-Corporation income tax return?

  6. Purchase of Rental

    1. *Did the business acquire rental or business property during the year?

  7. Rental Property

    1. *Did the business own any rental property during the year?

    2. *Upload rental property documentation

  8. Business Vehicle

    1. *Did you use a vehicle for business purposes within the year?

  9. Home Office

    1. *Do you have a home office?

Tax Return Documentation - Business (USA)


Tax Return Documentation - Business (USA)

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*Notices from the IRS

Did you receive any notices from the IRS (or any state tax authority) during the past year regarding your taxes?

  • Yes

  • No

*Were there any ownership changes during the year?

  • Yes

  • No

*Did the business purchase any fixed assets within the year?

  • Yes

  • No

*Did you dispose of any vehicles during the year that were used for any business purpose in the past?

  • Yes

  • No

*Did the business receive any income that HAS NOT been recorded in the books or in the summary that you provided (ex: tips, cash sales, etc.)?

  • Yes

  • No

*Did the business owner use personal funds to pay for any business items in the year that ARE NOT recorded in your books? If yes, please provide a summary by expense category.

  • Yes

  • No

*During the year, did the business owner have self-employed health insurance for the owner and/or owner's family?

Note: Self-employed health insurance includes premiums paid by your business or from personal funds. It does not include any payments made through other employers' plans or to health sharing ministries such as Medishare or Liberty.

  • Yes

  • No

*Does the business have a retirement plan (401(k), SEP, Simple IRA, etc)?

  • Yes

  • No

*Does the business owner want to make a contribution for the year before the tax return is filed?

  • Yes

  • No

*Does the owner want to create a plan before the tax return is filed?

  • Yes

  • No

*Did the business make any payments that would require it to file 1099 Form(s) (1099-NEC, 1099-MISC, 1099-INT, etc.)?

  • Yes

  • No

  • Unsure

*Did you take any payroll tax credits for employee retention and/or sick and family leave or defer employer social security tax due to the CARES Act during the year?

  • Yes

  • No

*Did the business have income earned in any state other than the business' home state in 2020?

Please note that physical presence (where the sale takes place or the work is performed) determines where income is earned.

  • Yes

  • No

*Did the business have employees or contract labor located in any state other than the business' home within the year?

  • Yes

  • No

*Did the business have any foreign income, foreign bank accounts, foreign trusts, or any other foreign financial activity or assets at any time during the year?

  • Yes

  • No

*Did the business make any payments to foreign individuals or foreign entities for services that foreign individuals or foreign entities performed in the US during the year?

  • Yes

  • No

*Did the business have any foreign partners/members/shareholders during the year?

  • Yes

  • No

*At any time during the year did the business receive, sell, send, exchange, or otherwise conduct any transaction with any virtual currency?

  • Yes

  • No

*Income documentation

If you have documentation for any of the above questions about business income, please upload them here.

Choose fileor drag a file here

*Does your business file the Form 1120S S-Corporation income tax return?

  • Yes

  • No

*Did the business acquire rental or business property during the year?

  • Yes

  • No

*Did the business own any rental property during the year?

  • Yes

  • No

*Upload rental property documentation

Please include any 1099s & 1098s received and any settlement statements for purchases/refinances/sales that occurred within the year.

Choose fileor drag a file here

*Did you use a vehicle for business purposes within the year?

  • Yes

  • No

*Do you have a home office?

If the business owner has a qualified home office, please complete the following (include the total amount of each expense; we will calculate the home office portion).


If you do not know what qualifies, please feel free to ask.  

  • Yes

  • No