Acme Inc.

Tax Return Documentation for Businesses

  1. Instructions

    1. Instructions

  2. Business Information

    1. *Business Name

    2. *Business Address(es)

    3. *Business Phone Number

    4. *Business Email Address

    5. Business Website (if applicable)

    6. *Employer Identification Number (EIN)

    7. Type of Business Entity

    8. *Notices from the IRS

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

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

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

    12. *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.)?

    13. *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.

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

  3. Tax Year Information

    1. Tax Year Start Date

    2. Tax Year End Date

    3. *Fiscal Year or Calendar Year

  4. Income Information

    1. *Did the Business Make Payments Requiring 1099 Forms?

    2. *Did the Business Have Any Foreign Income or Assets This Year?

    3. *Did the Business Engage in Any Transactions with Virtual Currency During the Year?

    4. Did the Business Earn Income Outside Its Home State?

    5. Gross Receipts or Sales

    6. Returns and Allowances

    7. Net Receipts or Sales

  5. Cost of Goods Sold (COGS)

    1. Beginning Inventory

    2. Ending Inventory

    3. Purchases

    4. Cost of Labor

    5. Materials and Supplies

    6. Other Costs

  6. Business Expenses

    1. Advertising

    2. Car and Truck Expenses

    3. Commissions and Fees

    4. Contract Labor

    5. Depletion

    6. Depreciation

    7. Employee Benefit Programs

    8. Insurance (other than health)

    9. Interest

    10. Legal and Professional Services

    11. Pension and Profit-Sharing Plans

    12. Repairs and Maintenance

    13. Supplies

    14. Licenses

    15. Travel

    16. Meals

    17. Utilities

    18. Rent or Lease

    19. Office Expenses

    20. Do You Have a Home Office?

  7. Deductions and Credits

    1. Home Office Deduction

    2. Qualified Business Income Deduction

    3. Other Deductions

    4. Tax Credits

  8. Asset Information

    1. Asset(s)

  9. Liability and Loan Information

    1. Liabilities and Loans

  10. Shareholders, Partners, or Members Information

    1. Shareholder(s)

  11. Additional Documentation

    1. Previous Year’s Tax Return

    2. Bank Statements

    3. Credit Card Statements

    4. Payroll Records

    5. Receipts and Invoices

    6. Contracts and Agreements

    7. Loan Documents

    8. Lease Agreements

    9. Financial Statements (Balance Sheet, Income Statement)

    10. Any Other Relevant Documents to Support Information Provided

  12. Acknowledgement

    1. *Name

    2. *I declare and acknowledge that, to the best of my knowledge, all the information provided is accurate.

Tax Return Documentation for Businesses


Tax Return Documentation for Businesses

Acme Inc.



Thank you for completing this checklist!


All required items on the checklist are submitted. We're reviewing your submission and will stay in touch.








Powered by

OkaySend

Start

Instructions

Thank you for your interest in our services. Before we get started, we're going to need some information from you. Please ensure that all information you enter here is accurate and true.



What do you need to know?


  1. Provide all required information here using this form.
  2. Click ✓ Ok to submit and check off each request.
  3. Drafts are saved automatically and your progress restored (so you don't have to complete the checklist in one go


Need help?


Click the message icon in the top right corner to leave a message or comment for the question or section you're stuck in or need help with.


Getting started


Click the ✓ Ok button below to get started.


*Response requiredBusiness Name

*Response requiredBusiness Address(es)

*Response requiredBusiness Phone Number

+31

Business Website (if applicable)

*Response requiredEmployer Identification Number (EIN)

Type of Business Entity

*Response requiredNotices 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

*Response requiredWere there any ownership changes during the year?

  • Yes

  • No

*Response requiredDid the business purchase any fixed assets within the year?

  • Yes

  • No

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

  • Yes

  • No

*Response requiredDid 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

*Response requiredDid 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

*Response requiredDuring 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

Tax Year Start Date

Tax Year End Date

*Response requiredFiscal Year or Calendar Year

*Response requiredDid the Business Make Payments Requiring 1099 Forms?

  • Yes

  • No

  • Unsure

*Response requiredDid the Business Have Any Foreign Income or Assets This Year?

  • Yes

  • No

*Response requiredDid the Business Engage in Any Transactions with Virtual Currency During the Year?

  • Yes

  • No

Did the Business Earn Income Outside Its Home State?

  • Yes

  • No

Gross Receipts or Sales

Choose filesor drag files here

Returns and Allowances

Choose filesor drag files here

Net Receipts or Sales

Choose filesor drag files here

Beginning Inventory

Ending Inventory

Purchases

Cost of Labor

Materials and Supplies

Other Costs

Advertising

Car and Truck Expenses

Commissions and Fees

Contract Labor

Depletion

Depreciation

Employee Benefit Programs

Insurance (other than health)

Interest

Legal and Professional Services

Pension and Profit-Sharing Plans

Repairs and Maintenance

Supplies

Licenses

Travel

Meals

Utilities

Rent or Lease

    • Type (Property, Vehicles, Machinery, and Equipment, Etc.)

    • Amount

  • Add an item

Office Expenses

Do You Have a Home Office?

  • Yes

  • No

Home Office Deduction

Qualified Business Income Deduction

Other Deductions

Tax Credits

Asset(s)

    • Asset Description

    • Date Acquired

    • Cost/Basis

    • Depreciation Method

    • Depreciation Expense

  • Add an item

Liabilities and Loans

    • Description of Liability/Loan

    • Lender Name

    • Date Incurred

    • Original Amount

    • Current Balance

    • Interest Rate

    • Monthly Payment

    • Maturity Date

    • Collateral

  • Add an item

Shareholder(s)

    • Name

    • Address

    • Social Security Number (SSN)

    • EIN (if a company)

    • Nationality (if no SSN provided)

    • Ownership Percentage

    • Capital Contributions

    • Withdrawals/Distributions (this year)

  • Add an item

Previous Year’s Tax Return

Choose filesor drag files here

Bank Statements

Choose filesor drag files here

Credit Card Statements

Choose filesor drag files here

Payroll Records

Choose filesor drag files here

Receipts and Invoices

Choose filesor drag files here

Contracts and Agreements

Choose filesor drag files here

Loan Documents

Choose filesor drag files here

Lease Agreements

Choose filesor drag files here

Financial Statements (Balance Sheet, Income Statement)

Choose filesor drag files here

Any Other Relevant Documents to Support Information Provided

Choose filesor drag files here

*Response requiredName

*Response requiredI declare and acknowledge that, to the best of my knowledge, all the information provided is accurate.

  • I acknowledge