Tax Organizer Part Three
General Information
 Cash basis |
Accrual Basis |
| First Year |
Taxpayer |
Spouse |
Principal Bus./Profession__________________________
Business Name__________________________________
Business Address________________________________
City, State, Zip__________________________________
Other Accounting Method___________________________
Income
Gross Receipts or Sales$___________________________
Returns and Allowances$___________________________
Other Income$___________________________________
Cost of Goods Sold - If Applicable
Inventory at Beginning of the Year$___________________________
Inventory at End of the Year$___________________________
Purchases$____________________________
Cost of Items for Personal Use$_______________________
Cost of Labor$_________________________
Materials and Supplies$__________________
Other Costs$___________________________
Expenses
Advertising$_____________________________
Car and Truck Expenses*$___________________
Commissions$____________________________
Employee Benefit Programs$_________________
Insurance (other than health)$________________
Health Insurance
Premiums for Self*$_______________________
Mortgage Interest
(paid to banks, etc.)$_______________________
Other Interest$___________________________
Legal and Professional$_____________________
Office Expense$___________________________
Pension and Profit
Sharing Plans$____________________________
Rent - Vehicles, Machinery,
and Equipment$___________________________
Rent - Other Business Property$______________
Repairs$_________________________________
Supplies$_______________________________
Taxes - Real Estate$______________________
Taxes - Other$___________________________
Travel$________________________________
Total Meals
and Entertainment$_______________________
Utilities$______________________________
Wages$________________________________
* Attach detailed schedule
Did you dispose of any business assets (including real estate)?
Yes
No
If yes, attach detailed schedule.
Did you have a home office during the year?
Yes
No
Rent$____________________ Utilities$________________
Insurance$________________ Janitorial$_______________
Misc._________________ % of exclusive business use_______
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