Small Business Worksheet
If you are claiming a small business on your 2018 Federal Income Tax Return, this form is mandatory.
When filing a business you must send it some form of documentation along with your other documents to complete your return. Acceptable documentation would be: Business License, DBA, Accounting ledger, Receipt book, log/list of clients, list of expenses on a ledger stating 2019. Thank you
Occupation (Cosmetologist, Child Care, Housekeeping, Etc).
Business Address (If it's a home based business, please type your home address).
Business EIN (If applicable)
Gross Receipt of Sales or Total Income Earned in 2018 for your small business
Please view the categories listed below. You cannot type on the lines, only type into box the category of the expense that you spent toward a business expense and the amount of the total expenses you paid out of pocket in that category for the year 2019. This is only a guide providing suggested categories, you may also type in any other expenses that are not listed.
Advertising_______ Rent ________, Repairs _________ Supplies _________ Commissions Paid __
Car Insurance _________ Property Insurance _______, Meals _______ Office Expenses _______
Taxes (Property) ________ Taxes (Sales), Business Phone (Cell or Land Line) _______
Utilities _____ Wages paid________ Travel _______ Vehicle Repairs (Maintenance/Tires, oil changes, etc) ________
How many miles are on your business vehicle ______
Business Miles Traveled in 2019 ________
Personal Miles Traveled in 2019________
Is the same car used for business that's used for personal or a different vehicle? ______
Equipment Rental _____ Tolls ________ Uniforms/Shoes __________
Travel Expenses for business travel in 2019:
Air and other travel fares_____
Local transportation (uber, cab, bus) _____
Lodging (away from home overnight) _____
Meals (away from home overnight) _____
Note: If you are filing your small business taxes with us, please submit a flyer or business card for your business or a picture or link for your business Facebook page. If you don't have one, please create one before filing. You can also create an electronic business card on VistaPrint. It is your responsibility to maintain proof of your business expenses and keep them on file in case the IRS selects you for an audit. You do not have to mail in any proof of your expenses unless the IRS asks for it by mail. The IRS will NEVER contact you by phone. Please know that IRS contacts by phone are fraudulent and someone attempting to fraudulently obtain your information, do not speak with them or provide them anything.
Please type your name as certified signature. I _______ provide The Tax Queens Tax preparation office in 2018 with the above written information to prepare my Federal Business Income Tax return. I certify that I keep a contemporary cumulative ledger and/or receipts of all of my income and expenses and I am able to provide it to the IRS if I am requested to do so.
Do Not Fill This Out