Business Tax Return Certification

Name of Owner/Authorized Signer: *

BUSINESS QUESTIONNAIRE

Note: If you recieve a 1099-NEC, you are considered self-employed for tax purposes. Please check "Sole Proprietor" below.

Type of business income you have: *

Please provide a brief description of your business. (Such as type of work, product sold, service provided, etc.) *

Where is the business conducted? *

Hours of Operation: *

What year did your business start or did you start doing this type of work? *

Did you receive any income documents such as a 1099-NEC, 1099-K, 1099-Misc, etc.? *

Yes

No

If you did not receive an income document, how di you keep track of the money you received? *

What method of payments do you receive? (Check all that apply) *

Do you have a business (or occupational license) with the county/city in which your business is located? *

Yes

No

We could like to have a copy of file. Please upload if you have a copy.

Do your profession require you to have a professional license (such as hair dresser, electrician, plumber, attorney, etc.)? *

Yes

No

We could like to have a copy of file. Please upload if you have a copy.

Do you have subcontractors? *

Yes

No

Did you give them a 1099-NEC? *

Yes

No

Do you have employees? *

Yes

No

Do you give them W-2s? *

Yes

No

How do you advertise your business? (Check all that apply) *

Do you have a seperate business bank account from your personal bank account? *

Yes

No

What's the name of the bank? *

If you do not, how do you keep up with what is business and what is personal in your checking account? *

Who does your bookkeeping or keeps up with your income and expenses? *

What is his/her name and contact information? *

By law you are required to keep adequate income records. What type of records do you maintain to verify business income? *

By law you are required to keep adequate expense records. What type of records do you maintain to verify business expenses? *

TAX PREPARATION CERTIFICATION

Since I do not do your bookkeeping, I have prepared your tax return based upon tax documents that you provided me. I did not audit your documents nor did I provide any additional bookkeeping services for you. The scope of my work was merely to take the information you provided and turn it into a tax return.

Therefore, you agree to and certify the following:

1. That the information provided is true and accurate to the best of your knowledge.

2. You do have (or can get) back up and source document to verify and support all expenses you provided to complete your tax return and understand if you cannot get or produce the documents they IRS or state tax authority may disallow the expense.

3. The information provided was prepared by you, one of your employees or an outside service.

4. In the event of an audit, you understand you, your employee or your other outside service must be available to answer any question regarding the information provided. Since I do not do your bookkeeping, I would be unable to answer any question regarding your books and bookkeeping procedures.

5. If your business return required a balance sheet, you understand the tax return balance sheet may not match your books. This may be due to entries on the return that are not recorded correctly in your books. In that case, you agree to allow me to make adjustment to make the balance sheet match your tax return data verses your book data.

6. Your signature on your return signifies your agreement that the return is true and accurate based upon the documents you submitted to me.

7. You will hold myself and Rapid Tax Service Inc. harmless in the event of a change to your tax return by the Internal Revenue Service or state tax authority.

Income & Expenses
Do you have all the required back-up and source documents to prove the income and expenses you are claiming? *

Yes

No

MILEAGE CERTIFICATION

Did you maintained a mileage log and/or receipts of actual expenses to support the mileage claimed? *

Yes

No

Note: Failure to keep good records can result in the IRS or state taxing authority to disallow our mileage expenses.

PLEASE SIGN AND ACKNOWLEDGE

My tax preparer explained to me, and I understand, that providing false, under (or over inflated) income and expenses to qualify for certain tax credits, or misleading information could result in fines, penalties, and/or loss of tax credits. My signature below indicates I have provided true and accurate information to the best of my knowledge and beliefs.

*

clear

Date * +

Sole Proprietor	Corporation
Farm	LLC
Partnership	Rental Property
Partnership	Other Other

Cash	Checks
Credit/Debit Card	Money Orders
Payment Platform such as Cashapp, Paypal, etc.

Newspaper	Internet/Website	Social Media
Flyers	Word of Mouth/Referrals	I don't - I get a 1099 for working for someone else
Otther: Otther:

I do them myself	Bookkeeper or CPA
Employee	Family member
Other Other

Accounting Ledgers	Cleared Checks
Copies of Invoices	List of clients/customers
Records from payment platforms such as CashApp, PayPal, etc.	Other: Other:

Accounting Ledgers	Copies of Receipts
List of suppliers/vendors	Log Books
Mileage Logs	Other: Other: