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MPJ CPA

Your Remote Certified Public Accountant

Business Income & Expenses

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Step 1 of 2

SOLE PROPRIETOR INFORMATION

Name
Email

BUSINESS INFORMATION

Principal Business Activity
Business Name (If no separate business name, leave blank)
Address
Accounting Method
If “Other”, specify
Did you start or acquire this business in 2023?
Did you make any payment(s) in 2023 that would require you to file Form(s) 1099?

INCOME

Gross Receipts or Sales
Customer Returns & Allowances

COST OF GOODS SOLD (COGS)

Do you carry inventory?
Purchases
Cost of Labor
Materials & Supplies

EXPENSES

Advertising
Car & Truck Expenses
Commissions & Fees
Contract Labor
Employee Benefit Programs
Insurance
Interest – Mortgage
Interest – Other
Legal & Professional Services
Office Expense
Pension & Profit Sharing Plans
Rental or Lease – Equipment
Rental or Lease – Other
Repairs & Maintenance
Supplies (not in COGS)
Taxes
License Fees
Travel
Deductible Meals
Utilities
Wages

OTHER EXPENSES

Description

Amount

BUSINESS USE OF HOME

Did you use any area of your home REGULARLY & EXCLUSIVELY for business?

ASSET ADDITIONS

Description of Property
Description of Property
Description of Property
1. Date Placed in Service
Date Placed in Service
2. Date Placed in Service
Date Placed in Service
3. Date Placed in Service
Date Placed in Service
Purchase Price
Purchase Price
Purchase Price