New Business Tax Client Questionnaire

If you are a new business client that needs your company’s tax return prepared, please fill out this form!

New Business Tax Client Questionnaire

As a new business client, I need your help by providing the information requested below.

NOTE: Most fields are required so enter n/a or zero (0) if it doesn't apply to you.

Tax ID Number (EIN from IRS):*

Legal Name of Entity:*

DBA (Doing Business As)

Address:*

Street Address City State / Province / Region Postal / Zip Code AfghanistanAlbaniaAlgeriaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCentral African RepublicChadChileChinaColombiaComorosCongoCongo (Brazzaville)Costa RicaCote d'IvoireCroatiaCubaCuracaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast Timor (Timor Timur)EcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFijiFinlandFranceGabonGambia, TheGeorgiaGermanyGhanaGreeceGrenadaGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiKorea, NorthKorea, SouthKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew ZealandNicaraguaNigerNigeriaNorth MacedoniaNorwayOmanPakistanPalauPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaSaint Kitts and NevisSaint LuciaSaint VincentSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth SudanSpainSri LankaSudanSurinameSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTogoTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamWalesYemenZambiaZimbabwe Country

Phone:*

Principal business activity:*

Principal product or service:*

Business Start Date:*

Resident State:*

State Certificate, LLC, or other Filing Identifier:*

E-mail:*

Business Owner SSN:*

Business Owner Name:*

First

Last

Do you need to send anyone 1099's for payments you made to them?*

Yes

No

If yes, did you already send them?*

Yes

No

N/A

INCOME:

Total Income Received:*

COST OF GOOD SOLD:

Inventory at beginning of year:*

Purchases of items you then sold (minus anything you consumed personally):*

Materials and Supplies:*

Inventory at end of year:*

EXPENSES:

Advertising:*

Automobile and truck expenses:*

Bank Charges:*

Commissions:*

Dues & Subscriptions:*

Education & Training:*

Equipment rent/lease:*

Gifts:*

Independent Contractors:*

Insurance:*

Interest:*

Internet:*

Legal & Professional:*

Licenses:*

Meals:*

Office Expense:*

Payroll Processing Fees:*

Postage/Shipping:*

Permits and fees:*

Rent:*

Repairs/maintenance:*

Salaries & Wages:*

Security:*

Software:*

Supplies:*

Taxes - Payroll:*

Taxes - Property:*

Telephone:*

Tools: *

Travel (transportation and lodging):*

Uniforms:*

Utilities (business location NOT home office):*

Other (list one per line with amount):*

Any other information you think I should be aware of:

Word Verification:

SubmitReset