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BUSINESS NAME HERE
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Dashboard
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DATE
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Principal business or profession (what do you do?)
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What is the IRS or NCAIS activity code?
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Has ownership, entity structure, or business address changed since last year? If so, please descirbe.
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Have you provided Articles, Operating Agreements, By-Laws, and other business governance documents to us (Yes, No)
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Do you earn revenue sourced to multiple states? If so, do you track revenue by state? Please explain.
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Did your business start operations in 20xx? If so, did you have startup costs or transfer equipment into the business?
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Did you purchase any equipment over $2,500? If so, please provide dates, amounts and descriptions.
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Does your business own a vehicle that you use for personal use? (Yes, No)
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Do you have any foreign bank accounts? (Yes, No)
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Do you have written proof of your meals and entertainment expense? (Yes, No, NA)
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Do you have adequate proof and support of your travel expense? (Yes, No, NA)
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Do you have adequate proof and support of your mileage expense? (Yes, No, NA)
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Did you make payments that require filing a 1099-MISC? (Yes, No)
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If Yes, have you filed and mailed the 1099-MISC forms? (Yes, No, Need Help)
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Did you receive a 1099-K or collect sales tax in 20xx? If so, please describe.
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Do you have a 401k or SEP IRA? If so, do you plan on making a contribution next year for this tax year? If so, what is the amount?
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Do you use a company credit card? If so, do you recognize the expense when you use the card or when you pay the card. Please describe.
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How much did you take out of the business in the form of distributions? Do not count reimbursements or wages.
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Did you put money into the business during 20xx? If so, how much?
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Business Checking / Savings Accounts
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Beginning Balance (Jan 1 20xx)0
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Ending Balance (Dec 31 20xx)0
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Accounts Receivable (if applicable)
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Beginning Balance (Jan 1 20xx)0
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Ending Balance (Dec 31 20xx)0
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Loan Balances (if applicable)
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Beginning Balance (Jan 1 20xx)0
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Ending Balance (Dec 31 20xx)0
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Estimated Tax PaymentsIRS AmtDateState AmtDate
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Q104/15/20xx04/15/20xx
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Q206/15/20xx06/15/20xx
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Q309/15/20xx09/15/20xx
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Q401/15/20xx (Next Year)01/15/20xx (Next Year)
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