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Report Income & Expenses / Profit or Loss Statement
This form is used for reporting your income & expenses. - You received this form because your tax preparer requests income and expenses to prepare your tax return.  You will review your taxes before they are signed and e-filed. - This form is NOT used for reporting W2 income or expenses. If you elect not to provide such information, simply disregard this form. Return to Reporting Page
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Only Choose New Client If: We have never filed your taxes, or if you started a new business.
Your Name
If sole proprietor without DBA (doing business as), enter your full name.
Choose the year you are reporting expenses. January 1st thru December 31st. We have multiple years to choose from as some clients are reporting back taxes with this form.
Enter the year your business, organization or partnership started. Numbers only: 2020, 2021, etc.
Numbers Only. Leave blank if you do not have an EIN number.
Product / Service: Chef, Construction, Administrator, Trucking, Rideshare Driver, Realtor, Auto Sales...
Choose the state where your organization, partnership or corporation was started.
Business Address:

Income

Expenses

The section below is for reporting your expenses.
Click or drag a file to this area to upload.
If you already have your expenses on a list, you can - upload it here - email it to [email protected] - upload it to your client portal - walk it into our office.

Expenses

If you already sent us a list of your expenses the area below can be disregarded.
Enter: Expense and amount. Example: Gear $165

Cost of Goods Sold

Complete if applicable
Mostly used by businesses that purchase inventory / resellers.