2015 Business Income & Expense Organizer Form

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2015 BUSINESS INCOME & EXPENSE ORGANIZER
Name: __________________________________________ Phone: __________________ FIN:__________________
Income:
1. Gross receipts or sales
$_______________
Is sales tax included in gross income?
Yes No
2. Returns and allowances
$_______________
3. Business interest income
$_______________
4. Other Income (a) ______________________________________
$_______________
(b) ______________________________________
$_______________
(c) ______________________________________
$_______________
********************************************************************************************
Expenses:
1. Advertising
$_______________ 17. Taxes:
2. Car & truck expense*
(a) Licenses
$_______________
(a) Car
$_______________
(b) Real estate
$_______________
(b) Pickup
$_______________
(c) Sales tax
$_______________
(c) Truck
$_______________
(d) Payroll
$_______________
3. Commissions & fees*
$_______________
(e) Other
$_______________
4. Contract labor*
$_______________ 18. Travel
$_______________
5. Employee benefits:
$_______________ 19. Meals & Entertainment
$_______________
6. Insurance:
20. Utilities:
(a) Business & liab.
$_______________
(a) Electricity
$_______________
(b) Workers comp.
$_______________
(b) Telephone
$_______________
(c) Employee health
$_______________
(c) Cell phone
$_______________
(d) Other
$_______________
(d) Garbage
$_______________
(d) Water
$_______________
7. Mortgage interest expense $_______________
(e) Other
$_______________
8. Other interest expense
$_______________ 21. Wages:
9. Accounting fees*
$_______________
(a) to spouse
$_______________
10. Legal fees*
$_______________
(b) to children <18
$_______________
11. Other professional fees* $_______________
(c) Other
$_______________
12. Office expense
$_______________ 22. Other:
13. Pension & profit sharing $_______________
(a) Dues & pub.
$_______________
14. Rent or lease:*
(b) Education
$_______________
(a) Equipment
$_______________
(c) Laundry
$_______________
(b) Other*
$_______________
(d) _____________
$_______________
15. Repairs & maintenance* $_______________
(e) _____________
$_______________
16. Supplies
$_______________ 23. Self-employed health ins. $_______________
********************************************************************************************
Cost of Goods Sold Information:
1. Purchases of product & supplies for resale
$_______________
2. Cost of items taken for personal use
$_______________
3. Purchase of materials for jobs
$_______________
4. Freight-In
$_______________
5. Other costs
$_______________
6. Inventory at beginning of year
$_______________
7. Inventory at end of year
$_______________
* If over $600.00 to non-corporate entity a Form 1099 may be required to be filed.

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