Schedule C Worksheet

Business Owner First Name *

Business Owner Last Name *

Principal Business or Profession *

Name of Business *

Did you make payments requiring a form 1099? *

YES
NO
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Address (if Different than Home)

Office City

Office State

Office Postal / Zip Code

Company EIN Number *

Please provide all income received including any 1099 MISC Forms *

$

Is this your 1st year in business? *

YES
NO
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Retail Businesses ONLY:

Mortgage Interest (If paid for Business)

$

Beginning Inventory

$

Cost of labor ( Do Not Include $ paid to yourself)

$

Merchandise Purchased for Resale

$

Materials & Supplies

$

Other Direct Sales Costs

$

Ending Inventory

$

All Businesses:

Advertising

$

Commissions & Fee's

$

Contract Labor

$

Insurance (other than health)

$

Health Insurance (for you)

$

Health Insurance (for your employees)

$

Professional fees

$

Other Interest Paid

$

Attire for Business

$

Office Expenses

$

Rent on business property

$

Equipment Rentals

$

Telephone % used for business

$

Repairs & Maintenance

$

Supplies ( not included above)

$

Other Taxes

$

Travel (do not include meals)

$

Real Estate Taxes (if paid for Business)

$

Meals & Entertainment

$

Water

$

Gas

$

Business Phone

$

Internet

$

Percentage of Phone Used For Business

$

Wages (W-2's Issued)

$

Bank & Credit Card Charges

$

Electric

$

Tax Prep Fees

$

Other Expenses: Please List Name & Amount

$

Uniforms

$

Tolls

$

Overdraft Fees

$

"Evidence" includes mileage logs, appointment records, calendars, etc. plus IRS could ask for odometer readings from oil changes, repair invoices, purchase and sale documents.

License/ Dues

$

Registration

$

Tools

$

HO Insurance

$

Business Mileage

Do you have evidence to support your mileage?

YES
NO
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If yes is the evidence written?

YES
NO
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(Do not include mileage to and from home unless your office is in your home)

Did you purchase any major pieces of equipment?

YES
NO
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Please Enter the Equipment name, Date and Amount

Do you have an office in your home?

YES
NO
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Sq ft of Home

Sq ft of Office

Real Estate Taxes

Mortgage Interest/ Rent Paid

$

Utilities ( Lights and Gas )

$

Signature *

Clear

I certify that I have listed all income, all expenses, and I have a documentation to back up the figures entered on this worksheet.

Please upload any additional documentation or ledger

Full Name *

Date *