HM ACCOUNTING AND TAXATION, INC.

TAX YEAR________

Business Organizer
Client Name: _____________________________________________________

Do you have evidence to support expenses? Yes No

Business Information for Self-Employment/1099-Misc. Income*

For each business owned and operated during the tax year, use a separate sheet
Business name:
Business service or products provided:
Business address:
Employer Identification Number:
Business start date:
Yes No Cash basis accounting method
Yes No Material participant in business operations
Yes No All investment is at risk
Income
Form 1099-MISC $
Merchant card payments $ Interest:
Cash received $ a. Mortgage (paid to $
Refunds received $ banks, etc.)
Refunds issued $( ) b. Other $
Total Income received $ Legal and professional $
Cost of goods sold is used for inventory service
Beginning year inventory $ Office Expense $
Materials purchased $ Telephone $
Materials used $( ) Postage and shipping $
Year-end inventory $ Printing $
Ordinary and necessary expenses Rent or lease
Advertising $ a. Vehicles, machinery, $
and equipment
Commissions and fees $
b. Other business $
Contract labor $ property
Employee benefit programs $ Repairs and maintenance $
Insurance (other than $ Supplies $
health) Taxes and licenses $
Payroll Taxes $
Travel, meals, and
Other expenses entertainment:
Other expenses $ a. Travel $
Uniform and safety gear $ b. Deductible meals and $
Professional dues $ entertainment
Utilities $
Wages $

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Other Expenses: List below business expenses not included on this spreadsheet.
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Yes No Form W-2 issued to employees

Yes No Did you make any payments that would require you to file Form 1099?
Yes No If “Yes” did you file all required Forms 1099?

Do not fill out vehicle expenses and home office deduction unless adequate records are kept and there
is sufficient evidence to support these claims in the event of an audit.

Vehicle expenses
Vehicle used for producing income
Description:
Date placed in service:
Business mileage:
Total mileage (year):
Parking and tolls
Gas and oil
Insurance
Repairs and maintenance
Registration and license
Purchase Price
Lease
Rental
Vehicle used for producing income
Description:
Date placed in service:
Business mileage:
Total mileage (year):
$ Parking and tolls $
$ Gas and oil $
$ Insurance $
$ Repairs and maintenance $
$ Registration and license $
$ Cost basis $
$ Lease $
$ Rental $

Yes No Another vehicle was available for personal use

Yes No Vehicle was available for personal use outside of business hours
Yes No Vehicle was used primarily by owner or related person
Yes No Do you have a mileage log to substantiate your business mileage? We do not need a
copy to include your business mileage on the return, but you will need to submit a
copy to the IRS should you be audited. This would include dates of travel,
destination, miles driven and business purpose.

Home office deduction

Total square footage of home:_________ Square footage of exclusive 100% business use: _________

Own home Real estate taxes paid $

Mortgage interest paid $ Home owner insurance paid $

2
Repairs and maintenance $ Renter insurance $
Utilities $ Repairs and maintenance $
Telephone $ Utilities $
Internet $ Telephone $
Other $ Internet $
Rent home Other $
Rent paid $

Yes No Regular and exclusive 100% business use

Yes No Home office separate or unattached structure
Yes No Principal place for business purposes
Yes No Normal place to meet clients and customers

Depreciable Assets Acquired

Description Purchase price Purchase date Service date
$
$
$
$
$