Standalone Business Smart Organizer

If you’re only uploading your business information, you can use this online organizer instead of printing out a PDF Business Organizer.
However, if you’re uploading both personal tax with business tax information together, please use our
Smart Online Organizer.

Step 1 of 2

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Select Tax Year*

Business 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 form

Business Phone*

Business Email*

Enter Email Confirm Email

Business Mailing Address

Street Address Address Line 2 City State ZIP Code

Which Federal ID does your business use?

EIN

SSN

Federal ID (EIN)

Federal ID (SSN)

State ID

Business Structure

Sole Proprietor

LLC

LLP

PLLC

LLC treated as an S-Corp

C-Corp

I'm Not Sure

Primary Business Activity

Examples: Sales, Consulting, Repairs, etc.

Whom was the business operated by?

Check ALL that apply

Taxpayer

Spouse

Additional Party

Employees and/or Contractors

What 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 Keeping

How 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 Name

Organizer

You 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.

Income

Related 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 Sales

Total 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

Equipment Sales

Click the (+) button to add additional equipment sales.

Description

Date of Sale (MM/DD/YYYY)

Sale Price ($)

Does 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

Cost of Goods Sold (COGS) / Inventory

Value of Inventory at the START of the Tax Year

Cost of Materials & Supplies

Related to the creation of your product or items purchased for your inventory (Products to sell).

Cost of Labor

Generally sub-contractor costs (Not W-2 Employees)

Value of Inventory at the END of the Tax Year

Expenses

Have you already compiled an expenses list and will attach it with your documents?

Yes

List Expenses

(e.g. Advertising, Office Expenses, Supplies, Equipment, Training & Continuing Education, etc)

Click the (+) button to add additional expense categories.

Expense Category & Amount

Vehicle

Did you purchase a new vehicle for your business during the tax year?

Yes

Cost of new vehicle

Do you use 1 or more vehicles related to this business activity?

Yes

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 & Model

Business Miles

Total Miles

Vehicle interest if applicable

Parking and/or tolls (if applicable)

Home Office

Do you work from home for any amount of time related to this business activity?

Yes

Same as last year

Square Footage of Office Space

Square Footage of Entire Home (Finished Space)

Uploads

Business Tax Form Upload Instructions

To help us process your business tax return accurately and efficiently, please follow these guidelines when submitting documents:

1. Upload forms individually: Do not combine multiple document types into a single file.

2. Use acceptable formats: Scanned files, clear pictures, or screenshots are all acceptable as long as they are legible.

What Not to Upload

Annual, Quarterly, or Monthly financial institution reports (these are often too lengthy; provide summary statements instead)
Bank statements (unless specifically requested)
Encrypted or password-protected documents
Large Excel or QuickBooks files (submit summary pages instead)
Zip files
Receipts

Helpful Tip: Submitting only the required business documents reduces processing time and ensures greater accuracy. If you have questions about what to include, feel free to contact us before uploading.

Upload Files*

Drop files here or

Max. file size: 250 MB, Max. files: 20.

Additional Info

Anything else we should know about?

Verify for accuracy and completeness. {all_fields}