Small Business – Tax Return Questionnaire

SMALL BUSINESSES / SELF-EMPLOYED - TAX RETURN QUESTIONNAIRE 2022

This form must be filled out in its entirety for tax preparation to be completed. You can upload additional documents at anytime using the Additional Document Upload form. In less then 24 hours, we'll contact you to let you know your refund amount that has been carefully calculated by a Tax Hero professional. Please let us know if you have any questions!

Business/Company Name *

Taxpayer's Name *

First

Last

Date of Birth *

Taxpayer's Spouse (if applicable)

First

Last

Date of Birth (Spouse)

Address *

City, State *

Zip Code *

Phone Number *

Email *

Taxpayer Blind or Disabled? *

Yes
No

Are you a Veteran? *

Yes
No

EXPENSES

You can type in the information under each expense category and or upload documents within the "Document & File Uploader" at the bottom of the form. Please contact us with any questions: 614.806-3068 or info@taxherocolumbus.com.

Mileage/Gas *

Auto Expenses

Repair/Maintenance

Supplies

Taxes & Licenses

Travel

Utilities

Insurance

Meals

Per Diem (if applicable)

Advertising

Legal Expenses

Other Income:

Total Other Income:

Net Income (Loss):

Documents & File Upload

Click or drag files to this area to upload. You can upload up to 20 files.

Any document you have, you can upload here. You are also able to take a photo of documents and upload as well.

ID Upload

Click or drag files to this area to upload. You can upload up to 20 files.

Any document you have, you can upload here. You are also able to take a photo of documents and upload as well.

Recieving Refund Preference *

Pre-paid card
Check
Direct Deposit

I declare, under the penalties of perjury, that the information contained within this document was prepared by me the undersigned, and is true to the best of my knowledge and information.

Taxpayer Signature *

Yes, I agree

I declare, under the penalties of perjury, that the information contained within this document was prepared by me the undersigned, and is true to the best of my knowledge and information.

Today's Date *