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Before I enter your business income, I need to understand how your business works so the return is accurate.

1. What service or product do you provide to customers?

2. When Did you start doing this work during the year?

3. Normal week or month, how often do you perform this work?

4. How do you find customers and how do they find you?

People get paid in different ways, so I want to be sure everything is included.

5. How do customers usually pay you (cash, app, check, or mix)?

6. Which payment apps do you use most (if any)?

7. Do you ever receive cash for this work?

YES

NO

For tax purposes, all income has to be included, even cash.

8. Does the income amount provided include all payments received for this work during the year (including cash)?

YES

NO

Not sure

9. Is there any business income related to this work that has not been included yet?

YES

NO

10. About how much would you normally earn per job, week, or month?

11. Were there busy months or slow months?

12. Does the total income reported feel reasonable compared to how much you worked?

YES

NO

13. Do you keep any records (messages, app history, invoices, notes)?

14. Did you use a personal account or separate account for business payments?

15.What were your main business expenses?

16. Any personal expenses included by mistake?

YES

NO

Possibly, not intentionally

17. Vehicle used for business? Home office used? If yes, explain.

You understand that all income must be reported and you’re confirming the information provided is accurate to the best of your knowledge — correct?”

YES

NO

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