02/03/2026
If you are planning to file a Schedule C (Self-Employment) business return, please be prepared to answer the following questions:
What type of business do you operate?
What services or products do you provide?
When did the business start?
How do you track your income?
Do you use accounting software (QuickBooks, Excel, etc.)?
Do you receive 1099-NEC or 1099-K forms?
Do you have bank statements or sales reports?
What was your total gross income for the year?
Any cash income not reported on a 1099?
Any refunds or returns?
What business expenses did you have?
Advertising/marketing
Supplies and materials
Vehicle expenses (mileage or actual expenses)
Home office expenses
Insurance
Phone and internet
Contract labor or subcontractors
Equipment or large purchases
Did you purchase any assets or equipment?
Computers, tools, machinery, vehicles, etc.
Date of purchase and cost
Do you have a business bank account?
Are business and personal expenses separated?
Did you make estimated tax payments during the year?
Do you have employees?
If yes, were payroll taxes filed?
Do you use your vehicle for business?
Total miles driven for the year
Business miles driven
Do you have a home office?
Square footage of home?
Square footage used exclusively for business?
