Business Income & Expense Worksheet

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Business Income & Expense Worksheet
General Information
1 Business Name.___________________________________________________________________________
2 Business Street Address ___________________________________________________________________
City_________________________________
State____________
Zip _________________________
3 Principal Business Profession......_____________________________4 Tax ID No.______________________
5 Type of Entity* (Circle One): Sole Proprietorship
S Corp
C Corp
Partnership
LLC
LLC w/ S Corp Taxation Election
Income
Type
Amount
5
Gross Receipts or Sales:.............______________________________________________________________
_______________________________________________________________
_______________________________________________________________
_______________________________________________________________
_______________________________________________________________
6
Other Income (interest etc.)....._______________________________________________________________
_______________________________________________________________
Cost of Goods Sold (if Applicable)
7
Purchases (for resale, etc.)................................................................__________________________________
8
Direct Materials.................................................................................__________________________________
General Expenses
NOTE: If any expense is both business and personal; you must provide amounts or % allocation.
9
Accounting.........................................................................................................__________________________
10 Advertising.........................................................................................................__________________________
11 Bank Charges/Fees.............................................................................................__________________________
12 Cleaning.............................................................................................................__________________________
13 Commissions…………..........................................................................................__________________________
14 Computer Services & Accessories.....................................................................__________________________
15 Contract Labor/Outside Services.......................................................................__________________________
16 Credit & Collection Costs...................................................................................__________________________
17 Delivery & Freight..............................................................................................__________________________
18 Dues & Subscriptions.........................................................................................__________________________
19 Gifts....................................................................................................................__________________________
20 Health Savings Account Contributions...............................................................__________________________
21 Insurance
a Health Insurance................................................................................................__________________________
b Liability Insurance..............................................................................................__________________________
c Life Insurance.....................................................................................................__________________________
d Property Insurance.............................................................................................__________________________
22 Interest
a Finance Charges.................................................................................................__________________________
b Loan Interest......................................................................................................__________________________
c Other Interest....................................................................................................__________________________
23 Internet Service..................................................................................................__________________________
24 Laundry..............................................................................................................__________________________
25 Legal & Professional Fees...................................................................................__________________________
26 Licenses..............................................................................................................__________________________
27 Meals & Entertainment......................................................................................__________________________
28 Miscellaneous....................................................................................................__________________________
29 Office Supplies...................................................................................................__________________________

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