Business Tax Organizer

Business Tax OrganizerColdie2023-02-09T07:36:28-07:00

Instructions

Below we have created an online Organizer form that will allow you to input all of your tax information and submit it to us electronically. We have upgraded the system to allow you to upload pictures of your tax documents (ex. W2’s, 1099’s, etc.). If you would rather download the organizer, print it and fill it out by hand please press the Download PDF button below. Otherwise, scroll down and begin answering the questions. Feel free to call our office at (480) 898-7640 if you have any questions or issues filling out the organizer.

Excel Organizer

Business Tax Organizer

Step 1 of 3

IMPORTANT NOTICE: INCREASED PENALTIES for non-filing of 1099s.
1099s must be issued to any individual (not LLC or corp) paid over $600 last year. Due by 1/31.
Tax Professional*
If this is your first return with us, who referred you or how did you hear about us?
First and Last Name
Business Name
Business Employer Identification Number (EIN)
This business belongs to...
- Me
- My Spouse
Schedule C
Do not complete if you have computer printouts for these figures.
Income
Income, 1099
Bring copies of 1099s
Income, Non-1099
Total Income
Costs
Cost of Sales, Purchases
Cost of Sales, Labor
Total Cost of Sales

Office in Home
RESTRICTIONS APPLY: Office in home must be used regularly and exclusively for business tasks not performed in another office.
Total Home Size
In square feet
Office Size
In square feet
Home Office Expenses
Maintenance, Other
Home Insurance
HOA Fees
Utilities
Auto/Truck
Vehicle Description
Total Miles
Personal & business
Mileage January 1st
Mileage December 31st
Business Mileage
Do you have written records to show the business purpose?
- Yes
Equipment/Improvements
(Purchased or Sold this Year)
Description
Date Bought
MM slash DD slash YYYY
Purchase Price
Date Sold
MM slash DD slash YYYY
Selling Price
Description
Date Bought
MM slash DD slash YYYY
Purchase Price
Date Sold
MM slash DD slash YYYY
Selling Price
Description
Date Bought
MM slash DD slash YYYY
Purchase Price
Date Sold
MM slash DD slash YYYY
Selling Price
Attach copies of payroll tax returns (4 quarterly 941, SUTA, 940, W3) and 1099s.
Meals must have a clear business purpose. Document name of people and topic of discussion.
QuickBooks: We make a limited, cursory review of file contents and cannot be held responsible for the contents.