Business Data Sheet Form Business Data Sheet Step 1 of 5 20% Business Name EIN# How is your business structured? (Partnership, S-Corp LLC etc.) Tell us how to access your accounting records by checking the appropriate solution below:QuickBooks Desktop backup enclosed. Check Here Username Password QuickBooks Online. Check Here Username Password Other Check Here (records are enclosed) Please provide following as of 12/31A. CashChecking account(s) (Reconciled balance) Savings account(s) (Reconciled balance) Cash on hand B. Ending inventory (at cost) C. Accounts payable total D. Accounts receivable total E. Customer advanced deposit(s) and/or unredeemable gift cards F. Information on credit cards and loans for business & mortgages (required)ListName of creditorLoan balanceInterest paid/year Add RemoveDid you purchase anything through the business that was for personal use? YES NO H. Vehicle informationVehicle 1Vehicle List1YearMakeTotal Miles For YearList2Business Miles For Jan-JuneBusiness Miles For July-DecemberCommuting Miles For The YearVehicle 2Vehicle List1YearMakeTotal Miles For YearList2Business Miles For Jan-JuneBusiness Miles For July-DecemberCommuting Miles For The YearVehicle 3Vehicle List1YearMakeTotal Miles For YearList2Business Miles For Jan-JuneBusiness Miles For July-DecemberCommuting Miles For The YearI. Do you have evidence to support the business miles? YES NO J. Is the evidence for business mile written evidence? YES NO K. Do you have another vehicle available for personal use? YES NO L. Insurance paid for shareholder/partner or proprietor:ProviderHealth Insurance AmountLife Insurance AmountDisability Insurance Amount Add Remove*Note: If your business is an S-corporation, we will need the health insurance amount for your W-2 preparation. * You can expand the rows as needed, press the + button on the right. M. Do you provide service(s) or deliver product(s) in states other than Pennsylvania? YES NO N. Did you acquire any new assets or equipment greater than $2,500? YES NO O. Did you make any payments that would require you to file Form(s) 1099? YES NO If yes, did you file or will you file all required Form(s) 1099? P. Please provide us with all Form(s) 1099-K received YES NO Q. Did you purchase health insurance for your employees? YES NO To the best of my knowledge, the above information is true and correct.Digitally Sign Here Date MM slash DD slash YYYY Title: DID YOU KNOW? FILING DEADLINE FOR FORMS 1099The deadline for filing forms 1099 with the IRS and providing the forms to contractors is January 31
