Business only smart online organizer General Business InformationSelect Tax Year*202420232022202120202019Business Contact First Last Business or Company Name:Even if you operate under your personal name, please enter that here. Check here if ProFiler Consulting already has this business information This field is hidden when viewing the formBusiness Phone*Business Email* Business Mailing Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Which Federal ID does your business use? EIN SSN Federal ID (EIN)Federal ID (SSN)State IDBusiness Structure Sole Proprietor LLC LLP PLLC LLC treated as an S-Corp C-Corp I'm Not Sure Primary Business ActivityExamples: Sales, Consulting, Repairs, etc.Whom was the business operated by?Check ALL that apply Taxpayer Spouse Additional Party Employees and/or ContractorsWhat kind of workers did this business have during the tax year?Check all that apply Employees (W-2) Contractors (1099) Other Not sure Check here if 1099's were actually sent to contractors Please explain "Other"How many W-2's did this business generate?There should be a W-3 form that shows the number of W-2's that were generated.Record KeepingHow does this business track income and expenses? Specialized financial tools or software (Quickbooks, Xero, Mint, Quicken, etc) ProFiler Consulting, LLC handles my accounting Other My own notes Which software do you use? QuickBooks Xero Mint Quicken Other "Other" Software NameOrganizerYou will need to convert your data into a format that is simple for us to understand. We will walk you through what you need. You may choose to ignore this section and upload your own reports to us but keep in mind that if your reports aren't organized properly that our billing can become substantially higher. In order to save money, we ask that you fill out this organizer.IncomeRelated to business or side income, which of the following apply? Received only 1099's Did NOT receive any 1099's Only part of the income is reported on 1099's Gross Receipts or SalesTotal earned income INCLUDING 1099's BEFORE expenses.Did the business sell any large equipment?If you sold equipment we have written off (depreciated) we need to account for that. Yes No Equipment SalesClick the (+) button to add additional equipment sales.DescriptionDate of Sale (MM/DD/YYYY)Sale Price ($) Add RemoveDoes the business have inventory or track Costs of Goods sold?The creation of a product generally keeps inventory. Construction & Retail are both great examples. Yes No Cost of Goods Sold (COGS) / InventoryValue of Inventory at the START of the Tax YearCost of Materials & SuppliesRelated to the creation of your product or items purchased for your inventory (Products to sell).Cost of LaborGenerally sub-contractor costs (Not W-2 Employees)Value of Inventory at the END of the Tax YearExpensesHave you already compiled an expenses list and will attach it with your documents? Yes No List Expenses(e.g. Advertising, Office Expenses, Supplies, Equipment, Training & Continuing Education, etc)Click the (+) button to add additional expense categories.Expense Category & Amount Add RemoveVehicleDid you purchase a new vehicle for your business during the tax year? Yes No Cost of new vehicleDo you use 1 or more vehicles related to this business activity? Yes No Not sure (consult with me) How many total vehicles do you use for this business?Vehicle(s)Please use the same number of vehicles as entered above. Please do not include personal or commuting miles with business miles.Click the (+) button to add additional vehicles.Make & ModelBusiness MilesTotal Miles Add RemoveVehicle interest if applicableParking and/or tolls (if applicable)Home OfficeDo you work from home for any amount of time related to this business activity? Yes No Same as last year Square Footage of Office SpaceSquare Footage of Entire Home (Finished Space)Upload Files* Drop files here or Select files Max. file size: 125 MB, Max. files: 20. Additional InfoAnything else we should know about?
