Business Expense Worksheet

Use this secure worksheet to provide Tax Pros with your business income, mileage, expenses and business asset information for your tax return.

Before You Begin

Please provide your totals for the tax year you are filing. Having your business records available before starting will make the process faster and help us accurately review your business activity.

✓ Annual gross business income or sales
✓ Annual business mileage
✓ Business expense totals
✓ Rent, utilities, insurance and office expenses
✓ Vehicle and transportation expenses
✓ Equipment or business assets purchased
Need more time? Save your progress.

You do not have to complete the entire worksheet at once. Select Save and Resume Later on the form and you can receive a private link to return and finish your worksheet later.

Important: Enter annual totals whenever possible. You do not need to enter an amount for every expense category. Leave any category that does not apply to your business blank. Please keep your receipts, bank statements, mileage records and other supporting documentation for your records.

Ready to Begin?

Complete the Business Expense Worksheet below. Review your information carefully before submitting.

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Step 1 of 4
Enter your name as it appears on your tax records.
Enter total gross business income / sales before expenses.
Enter business miles only. Mileage is reviewed separately and is not included as a dollar expense in the summary.