Business Income & Expense Worksheet (Page 2 of 2) in pdf

Business Income & Expense Worksheet (con’t)

General Expenses

30 Parking Fees & Tolls..........................................................................................__________________________

31 Permits & Fees..................................................................................................__________________________

32 Postage.............................................................................................................__________________________

33 Printing & Reproduction...................................................................................__________________________

34 Repairs & Maintenance....................................................................................__________________________

35 Rents

a Equipment Rental.............................................................................................__________________________

b Property/Building Rental..................................................................................__________________________

36 Salaries & Wages (provide W-3 Form)

a Gross Wages.....................................................................................................__________________________

b Social Security & Medicare Taxes...................................................................__________________________

c Federal Unemployment Tax.............................................................................__________________________

d State Unemployment Tax.................................................................................__________________________

37 Security Fees.....................................................................................................__________________________

38 Supplies.............................................................................................................__________________________

39 Taxes (other)

a State Sales/Franchise Tax.............................................................................__________________________

b Property Taxes..................................................................................................__________________________

c Other Miscellaneous Taxes...............................................................................__________________________

40 Telephone.........................................................................................................__________________________

41 Tools.................................................................................................................__________________________

42 Training/Continuing Education.........................................................................__________________________

43 Travel (airline, parking, hotels, tolls, rental car)..............................................__________________________

44 Uniforms...........................................................................................................__________________________

45 Utilities..............................................................................................................__________________________

46 Other Expenses.................................................................................................__________________________

47 Vehicle description….. ________________________ Date placed in service……________________________

a Mileage reading beginning of year________________ Mileage reading at end of year__________________

b Business miles (mileage log required – do not include personal miles).......................____________________

Depreciable Assets

Type

Amount

48 Fixed Asset Purchases.........._________________________________________________________________

_________________________________________________________________

*If you have a new business entity such as a corporation, partnership, or multi-member LLC, or you are a

new client, please have the following documents and information available at your appointment:

Articles of Incorporation/Articles of Organization

Shareholder(s)/partner(s) name(s) and social security number(s) with percentage of

ownership

Verification of Subchapter S Corporation status, if applicable

Business Income & Expense Worksheet Page 2