Business Questionnaire 2018 Business Questionnaire Please complete and return this form to us by January 15, 2019. Thank you. The information requested on this form is for the closing of your business books for 2018 and the preparation of your business income tax return. Please upload any additional attachments to your personal portal. It is imperative that we have this signed data sheet prior to completing your tax return. This form is also available as a PDF document on our Forms & Resources. If you need help preparing this form or need to set up your personal portal, please call or email your accountant.Business Name1. Inventory of Items for Resale at Year-End, Valued at CostDo not include equipment or operating supplies to be used within your business. Inventory should be counted in a manner consistent with method used in previous years.2. Total Accounts Receivable at Year-End (accrual-basis businesses only)Bills your customers owe you that are unpaid at year-end. You should have detailed records to support this total. 3. Uncollectible Customer Bad Debts (accrual-basis businesses only)YesNoIf yes, please attach detail. Debts that are part of accounts receivable above that you want to write off this year.4. Total Accounts Payable at Year-End (accrual-basis businesses only)Bills your business owes that are unpaid at year-end. Business payables only, not personal. Please attach detail. Do not show payroll taxes, sales taxes, or loan balances here.5. Principal Balances of Notes, Contracts, Loans, Mortgages, Sales Taxes, and Payroll Taxes Payable at Year-EndYesNoFrom loan statements or as provided by lender. If yes, please attach detail.6. Are your meal expenses properly substantiated?YesNo(date, names, amount, place, business purpose) 7. Have your entertainment expenses been properly separated from your meal expenses?YesNoYou should have detailed records to support this total. 8a. Was there any change in the shares of ownership during the year?YesNoIf yes, please upload details through your portal.8b. Did any shareholders or partners change their address?YesNoIf yes, please upload details through your portal.9. Are there any additional expenses of the business that were paid by officers/owners that have not been reimbursed?YesNo(items paid by personal check, credit cards, etc. that you have not told us about before)10. Have you disposed, traded, acquired, and/or converted to personal use any equipment, furniture, or vehicles during the year?YesNoIf yes, please upload details through your portal.11. Business Vehicle Information Description Total Miles Driven During the Year. Business Miles Commuting Miles Personal Miles Vehicle available for personal use? Vehicle used mostly by owner or relative? Another vehicle available for for personal use?   Edit Delete There are no Entries. Add Entry (Do not report with personal information.)11a. Do you have evidence to support this business use?YesNoIf no, vehicle expenses may not be deductible.11b. Is the evidence in writing?YesNoIf no, vehicle expenses may not be deductible.11c. Do you have a written policy prohibiting personal use of business vehicles by your employees?YesNo11d. If there are personal or commuting miles, how was this fringe benefit treated?12. Owner/Officer Life Insurance PremiumsYesNoWere any life insurance premiums for owners and/or officers paid through your business?13. Owner/Officer Medical, Long Term Care, and Disability Insurance PremiumsYesNoWere any medical, long term care, or disability insurance premiums paid for owners and/or officers? 14. Health Insurance – Affordable Care ActYesNoDo you provide health insurance for your employees?Comments or Questions:Declaration* I have reviewed the information given to you on this form and to the best of my knowledge it is true, correct, and complete. I have maintained the underlying records required by law to support this information. I authorize Gift CPAs to prepare my business income tax return based on this information and to retain copies of appropriate documents Name*Date* Send my form to*Andrew SartalisBarb LeeseChuck HenryChristine SobolewskiEric KetnerJamie BeaneJason VathisJim BruzgaJoan ButlerJesse LambertJeff HalliganKathleen DorattMary FlynnPatricia BowersRandy YohRick GrovesShawn BrubakerScott KetnerSteve GiftTess PuglioTammie WisniewskiValerie HeilNameThis field is for validation purposes and should be left unchanged. This iframe contains the logic required to handle Ajax powered Gravity Forms.