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Collect the facts and records needed to prepare Schedule C. This organizer does not determine deductibility by itself; the preparer must evaluate the facts, records, and current law.

Business Identity

Business Owner NameBusiness Name / DBAType of Business / ServiceBusiness EIN (if applicable)Business AddressDate Business StartedAccounting MethodDid you materially participate in the business?

Business Reality Check

Was this activity carried on with the intent to make a profit?How Did Customers Find or Pay You?Did you use a separate business bank account?What books or records did you keep during the year?Did you receive cash, checks, payment-app, card, barter, or other income not shown on a tax form?Explain income not shown on 1099s and how it was totaledDid you report this same business in a prior year?

Gross Receipts & Reconciliation

Total Gross Receipts / SalesReturns / AllowancesOther Business IncomeTotal 1099-NEC AmountsTotal 1099-K AmountsExplain how 1099s, cash, card/app payments, deposits, refunds, and books reconcile to total gross receipts

Business Expenses

Advertising / MarketingCar & Truck ExpensesCommissions / FeesContract LaborBusiness InsuranceLegal / Professional ServicesOffice ExpenseRent / LeaseRepairs / MaintenanceSuppliesTaxes / LicensesTravelBusiness MealsUtilities / Phone / InternetWages PaidOther Expenses — list amount, business purpose, and record supporting itWhat records support these expenses (receipts, bank statements, invoices, logs)?Were any expenses partly personal? If yes, explain how business use was determined.

Vehicle / Mileage

Was a vehicle used for business?Vehicle Make / ModelDate Vehicle First Used for BusinessBusiness MilesCommuting MilesTotal MilesDo you have a contemporaneous mileage log or other records?Was the vehicle available for personal use?

Home Office / Assets / Inventory

Was part of the home used regularly and exclusively for business?Office Square FeetTotal Home Square FeetDid the business buy or sell inventory?Beginning inventory, purchases, ending inventory, and method usedEquipment / Computers / Furniture / Vehicles Purchased

Schedule C Supporting Uploads

Upload Income Records / 1099s / Sales Reports

Upload Expense Records / Receipts / Statements

Upload Mileage Log / Vehicle Records

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This worksheet supports due diligence; it cannot make a return “audit-proof.” The preparer must ask follow-up questions when facts are incomplete, inconsistent, or appear incorrect, document the answers, and verify current tax law before filing.