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Quickbooks Setup
Quickanswers
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What We Do
Accounting and Bookkeeping in Central PA
Tax Preparation and Planning
Business and Financial Consulting
Outsourced Bookkeeping Services
Acquisition Assistance
New Startup Consulting
Nonprofit Accounting Services
Construction Trades Financial Services
Automotive Companies Financial Services
Fire And Emergency Services
Food and Restaurants Services
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Tips
Video Resources
Find An Advisor
Offices
Mechanicsburg
Myerstown
Harrisburg
Lancaster
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Business
Questionnaire!
2022 Business Questionnaire
"
*
" indicates required fields
Please complete and return this form to us by
January 13, 2023
. Thank you.
The information requested on this form is for the closing of your business books for 2022 and the preparation of your business income tax return. Please be sure that all information is accurate.
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.
FOR ALL ITEMS BELOW, PLEASE INDICATE THE BALANCES AS OF THE LAST DAY OF YOUR FISCAL YEAR
Business Name
1. Inventory of Items for Resale at Year-End, Valued at Cost
Do 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)
Yes
No
If yes, please upload details through
your portal.
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. Year-End Balances of Notes, Contracts, Loans, Mortgages, Sales Taxes, and Payroll Taxes Payable
Yes
No
From loan statements or as provided by lender.
If yes, please upload details through
your portal.
6. During the year, did you have any business debt canceled, forgiven, or with modified terms?
Yes
No
6a. If so, did you receive a 1099-C?
Yes
No
If yes, please attach a copy
your portal.
7. Please provide ALL Form 1099s received (1099-MISC, 1099-NEC, 1099-INT, 1099-DIV, etc.)
8. Are your meal expenses properly substantiated?
Yes
No
Please retain date, names, amount, place, business purpose in your records
9. Have your entertainment expenses been properly separated from your meal expenses?
Yes
No
You should have detailed records to support this total.
10. Were there any changes in the shares of ownership or officers during the year?
Yes
No
If yes, please upload details through
your portal.
10a. Did any shareholders or partners change their address?
Yes
No
If yes, please upload details through
your portal.
11. Did you receive any other grants or funding?
Yes
No
If yes, please upload details through
your portal.
12. Did you apply for or receive any Employee Retention Credits (ERC)?
Yes
No
13. Payroll
– please provide all 941s, including amended 941s, if you received any payroll credits (ERC) during 2022.
– please provide a copy of your Form W-3 if you issued W-2s to employees in 2022.
Please upload to
your portal.
14. Did you pay subcontractors in the prior year?
Yes
No
14a. If yes, did you issue 1099s?
Yes
No
15. Are there any additional expenses of the business that were paid by officers/owners that have not been reimbursed? (items paid by personal check, credit cards, etc. that you have not told us about before)
Yes
No
If yes, please upload details through
your portal.
16. Have you disposed, traded, acquired, and/or converted to personal use any equipment, furniture, or vehicles during the year?
Yes
No
If yes, please upload details through
your portal.
17. 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?
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(Do not report with personal information.)
17a. Do you have evidence to support this business use?
Yes
No
If no, vehicle expenses may not be deductible.
17b. Is the evidence in writing?
Yes
No
If no, vehicle expenses may not be deductible.
17c. Do you have a written policy prohibiting personal use of business vehicles by your employees?
Yes
No
17d. If there are personal or commuting miles, how was this fringe benefit treated?
18. Owner/Officer Life Insurance Premiums: Were any life insurance premiums for owners and/or officers paid through your business?
Yes
No
19. Owner/Officer Medical, Long Term Care, and Disability Insurance Premiums: Were any medical, long term care, or disability insurance premiums paid for owners and/or officers?
Yes
No
20. Do you have an interest or signature authority over a financial account in a foreign country, such as a bank account, securities account, or other financial account?
Yes
No
21. Does your business engage in any transactions outside your state of operations?
Yes
No
22. Cryptocurrency (Bitcoin, Litecoin, etc.): At any time during 2022, did you receive, sell, send, exchange, or otherwise acquire any financial interest in any virtual currency?
Yes
No
If yes, please upload details through
your portal.
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
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Alan Ceperich
Barb Leese
Brenden Tardibuono
Brittany Dailey
Chad Schweighart
Chooka Weiss
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Chuck Henry
Cody Luzier
David Nagel-Nunez
Eric Ketner
Jamie Beane
Jamie Leppert
Jason Vathis
Jesse Lambert
Jim Bruzga
Jim Schuck
Kathleen Doratt
Matt Pisker
Randy Yoh
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Valerie Heil
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