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Hi All! This document is read only when online
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Please go to File:Download or File:Make a copy to edit it for your information
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Click Here for a video walkthrough of how to use this worksheet
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Mouse over each Item to get more detail/examples
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BUSINESS or CLIENT NAME
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BUSINESS INCOME RECEIVED0*Please send us all 1099s you received related to this business income)
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Does this include sales tax? (If yes, include sales tax expense below)
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(Do not include other income such as from W-2 or 1099-INT or 1099-DIV)
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Feel free to add notes here if you'd like:
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Advertising/Marketing
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Car & Truck Expense
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Bank Charges
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Commissions
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Contract Labor
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Delivery & Freight
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Dues & Subscriptions
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Interest Paid
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Insurance-Business
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Legal and Professional
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Office expense
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Parking and Tolls
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Postage
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Rent-Office ( Not Home office. Home office section is below)
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Rent-Storage
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Rent-Equipment
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Repairs and maintenance
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Security
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Supplies
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Taxes: Payroll
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Taxes: Sales Tax (if included in Business income above)
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Taxes: LLC fee
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Licenses and Permits
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Education & Training
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Telephone
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Business Travel (hotel, plane)
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Business Meals (at restaurants)
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Other Business Meals
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Utilities
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Salary or Wages paid
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Software
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Health Insurance
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Other:
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Total Expenses0
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LARGE ASSET PURCHSES:
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Vehicles, Equipment, Machinery, office furniture:0
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(list description, date purchased and amount)
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DID YOU USE YOUR VEHICLE FOR BUSINESS?
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If so, we need: MAKE MODE OF VEHICLE
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TOTAL MILES DRIVEN IN 2023 IN VEHICLE?
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OUT OF THOSE MILES, THE MILES DRIVEN FOR BUSINESS?
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Did you have a HOME OFFICE?
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If so, complete the below:
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SQ FEET Entire Home
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SQ FEET your office Space
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ANNUAL RENT EXPENSE PAID ( If you own, complete RE taxes and Mortgage interest)
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UTILITY
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REAL ESTATE TAXES
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MORTGAGE INTEREST EXPENSE
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Other:
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Total Home Office Expense
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Did You Move This Year, if so provide date
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DID YOU USE…PRIMARILY…
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SQ FEET Entire Home 2
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SQ FEET your office Space 2
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RENT (see mortage int and RE taxes below if you own)
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UTILITY
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RE Taxes
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Mortgage interest
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Other:
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Total Home Office Expense0
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DATE PAID2023 Estimates paid?Amounts paid FED
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Q1 2023
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Q2 2023
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Q3 2023
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Q4 2023
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2022 Estimates paid?Amounts paid STATE