Business Year End Questionnaire

Year End Business Questions Subsequent Years

Tell us about the vehicle you use for your business so we can help you get the biggest tax deduction possible.

Name of Business*
Name*
First Last
Do You Use Any Personal Vehicles in Your Business?*
Is this a Different Vehicle Than What You Reported Last Year?*
Vehicle Description*
Year, Make, Model
Date in Service*
MM slash DD slash YYYY
Purchase Price*
Total Business Miles Driven Last Year*
Total Miles Driven Last Year*
What Type of Insurance Policy do You Have?*
Do You Pay Your Insurance Personally or Through the Business?*
Name of Insurance Company*
Annual Cost of Insurance You Paid Personally for this Vehicle*
Loan Balance as of December 31
Loan Company
Vehicle Weight Over 6000lbs?*
- Yes
- No
Home Office
Your home office will qualify as your principal place of business for deducting expenses for its use if: you use it exclusively and regularly for administrative or management activities of your business. AND you have no other fixed location where you conduct substantial administrative or management activities of your business
Based on the Explanation above, Do you qualify for home office expense?*
Is this the same Home Office You Reported in the Prior Tax Year?*
Would you like us to Compute Home Office Expense Based of Your Prior Year Submission?*
How Would You Like Us to Compute Your Home Office Deduction?*
We can use the simplified method of $5 per square foot, up to 300 feet OR You can Provide Actual Expenses at 100% (We will do the math!)
How Many Square Feet is Your Office Space*
Include Office Space and Storage used 100% for Business
How Many Square Feet is Your Home?*
Utilities*
Provide 100% of Electric and Gas
Business Telephone/Fax Line
Provide 100% of Business Phone and Fax Line. This CANNOT include your home phone. Telephone expense must be Only for a phone number in your business name. Do not include Cell Phone
Internet*
Insurance*
Include Homeowners and Umbrella Policy if Applicable
Maintenance
Include Lawn and Pool Services; Housekeeper
Repairs I Made to My Entire House
Example: Replace Your Roof
Repairs/Upgrades I Made Just to My Home Office
Example: Paint and New Carpet Provide 100% of Expense
Business Use of Home
Did You Use Your House for Any Business Event?*
This is not home office. For example, you had an employee bbq, or management meeting at your house
How Many Days Did You Use Your House for a Business Event?*
What was the Business Event?*
Fixed Assets
Did You Sell or Otherwise Dispose of Any Assets listed as Fixed Assets on Your Prior Year Tax Return?*
Please Provide Asset Details (Name or Asset #)*
What Did You Do with The Asset?*
Date You Sold/Disposed of Asset*
MM slash DD slash YYYY
Sales Price*
What was Fair Market Value on Date of Transaction?*
If this relates to a vehicle you MUST provide blue book value from a private seller
Please Upload copy of Donation Receipt Here or in Teamwork
Max. file size: 100 MB.

Year End Business Questions Subsequent Years

Home Office

Business Use of Home

Fixed Assets