Business Owner Social or EIN
*
Business Name
*
Business Address
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Cell
*
Business Phone
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Describe your business
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Did you receive form 1099MISC or 1099NEC?
Yes
No
Is a license required to run this business?
Yes
No
Do you have one?
Yes
No
How do you advertise?
By law, you are required to keep adequate records. What type of records do you maintain to verify business income and expenses? (Check all boxes that apply.) (Please submit copies of records.)
Paid Invoices/Receipts
Advertising
Log Books
Business Stationary
Car/Truck Expenses
Ledgers
Insurance
Rental Expense
Suppliers (name & address)
Other
This is not an all-inclusive listing. If you have other forms of documentation to support your business, please explain and submit copies of the documents.
All information that I ______________ (Taxpayer) have provided on this client data form is true and accurate to the best of my knowledge.
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Clear
Taxpayer Name
*
Tax Preparer
*
Date
*
SUBMIT
