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Questionnaire!

2022 Business Questionnaire

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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
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.
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)
If yes, please upload details through your portal.
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
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?
6a. If so, did you receive a 1099-C?
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?
Please retain date, names, amount, place, business purpose in your records
9. Have your entertainment expenses been properly separated from your meal expenses?
You should have detailed records to support this total.
10. Were there any changes in the shares of ownership or officers during the year?
If yes, please upload details through your portal.
10a. Did any shareholders or partners change their address?
If yes, please upload details through your portal.
11. Did you receive any other grants or funding?
If yes, please upload details through your portal.
12. Did you apply for or receive any Employee Retention Credits (ERC)?
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?
14a. If yes, did you issue 1099s?
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)
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?
If yes, please upload details through your portal.
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? Actions
               
(Do not report with personal information.)
17a. Do you have evidence to support this business use?
If no, vehicle expenses may not be deductible.
17b. Is the evidence in writing?
If no, vehicle expenses may not be deductible.
17c. Do you have a written policy prohibiting personal use of business vehicles by your employees?
18. Owner/Officer Life Insurance Premiums: Were any life insurance premiums for owners and/or officers paid through your business?
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?
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?
21. Does your business engage in any transactions outside your state of operations?
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?
If yes, please upload details through your portal.
Declaration*
MM slash DD slash YYYY
If you do not have an assigned CPA, or do not know, select "Other".
This field is for validation purposes and should be left unchanged.

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