Burns
& Johnston CPAs
9620
Center Avenue, Suite 160
And
Business Advisors, LLP
Rancho
Cucamonga, CA 91730
(909)
944-2959
www.tjbcpa.com
TAX ORGANIZER – Business
_______ Tax
Year
Bring a copy
of your Prior Year Tax Return
BUSINESS
INFORMATION
Business Name:
Entity Type (check one box)
Type of Business:
S Corp Election Date:
Federal ID#
Start Date:
Address:
City:
Zip:
Phone:
Fax:
INCOME
Gross Receipts or Sales
Other Income
Returns & Allowances
COST OF GOODS
SOLD (PURCHASES)
Inventory – Start of Year
Purchase Returns
Purchases for the Year
Self-Consumption
Materials & Supplies
Inventory – End of Year
Labor Costs
Other Costs
OPERATING
EXPENSES
Advertising
Supplies
Bank Charges
Taxes & Licenses
Commissions & Fees
Travel Expenses (Out of Town)
Dues & Subscriptions
Meals & Entertainment
Employee Benefits
Telephone & Internet
Postage
Utilities
Insurance
Wages & Salaries
Interest
Health Insurance
Office Expenses
(Paid as a Self Employed Person)
Rent
Other Expenses:
Equipment Lease
Repairs & Maintenance
NEW EQUIPMENT
PURCHASES
Description of Equipment
Date Purchased
Cost
BUSINESS –
VEHICLE EXPENSES
Detail Each
Vehicle Vehicle 1 Vehicle
2
Vehicle
1 Vehicle 2
Purchase Date
Description
Purchase Amount
MILEAGE
ACTUAL EXPENSE PAID
Business Miles
Gas & Oil
Commuting Miles
Repairs
Personal Miles
Insurance
Total Vehicle Miles
Registration
Interest
Paid
Lease Pymts
HOME OFFICE
DEDUCTION
If you answered yes to both of the following questions
then you qualify for the home office deduction.
Was your home a principal place for you to do your
business administration? Yes No
Was the home office exclusively used for business
purpose? Yes No
Total house sq ft
If
daycare # of business hours for the year
Business sq ft
Total Purchase Price of Home
Expenses:
Rent
Utilities
Insurance
Repairs
OTHER IMPORTANT
INFORMATION
Please list
here any other information you feel will be important to us learning about your
company and preparing your tax return: