SECTION I GENERAL INFORMATION
1. Principal business or profession and products, or
services
2. Business name if different from your name
3. Business address if different from your address
4. Accounting method (cash,accrual,other)
5. Did you materially participate in the business
6. Date started business
SECTION II INCOME
1. Gross receipts or sales
2. Miscellaneous income on 1099-MISC (include copies)
3. Returns and allowances
4. Bad debts from sales or service
SECTION III VEHICLE/s
For each vehicle:
1. Date vehicle placed in service for business
2. Miles driven for the year
a. Total miles for the year
b. Business miles
c. Commuting miles
d. Other miles
3. Parking fees and tolls (includes parking meters and toll
roads
4. Do you (or spouse) have another vehicle for personal
use
5. Did you keep a mileage log
6. DMV fees
SECTION III COST OF GOODS SOLD
1. Inventory at beginning of year
2. Purchases less cost of items for personal use
3. Cost of labor (not including yourself)
4. Materials and supplies
5. Inventory at end of year
SECTION IV EXPENSES
1. Advertising
a. ads
b. phone book ad
c. business cards
d. flyers
e. other
2. Commissions and fees
3. Employee benefit programs
4. Pension and profit-sharing plans
5. Insurance (other than health)
6. Interest
a. mortgage
b. other
7. Rent or lease
a. business property
b. vehicles
c. machinery
d. equipment
e. other
8. Legal and professional services
9. Repairs and maintenance
10. Office
a. supplies
b. equipment
c. furniture
11. Taxes and licenses
12. Travel
a. motel / hotel
b. air fair, bus, taxi, train
c. tips
13. Business meals
14. Entertainment
15. Utilities
16. Wages
17. Telephone
a. phone (cost and service)
b. cellular (cost and service)
c. pager (cost and service)
d. answer machine
e. voice mail
f. fax
g. pay phone
h. 2nd line
i. other
18. Computer
a. computer
b. printer
c. monitor
d. scanner
e. software
f. cables
g. internet
h. supplies
1.) paper
2.) toner
3.) ink
4.) other