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Understanding Social Security and Medicare
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Submit Tax Documents
Overview
Ways to Submit Tax Documents
Important Items Needed to Begin Your Tax Return
Common expenses
Expenses You Should Look For
Education Expenses
Small Business/Self Employed
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FMS Tax Services
4427 Broadleaf Street
KINGWOOD, TX, 77345
310-386-8730
Your Tax Burden Managed With a Personal and Professional Touch
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FMS Tax Services
Home
Introduction
Pricing
Learn
IRS Scams
Fraud Protection
Tax Code Changes
Time to Get Tax Savvy
Understanding Social Security and Medicare
Contact
Submit Tax Documents
Overview
Ways to Submit Tax Documents
Important Items Needed to Begin Your Tax Return
Common expenses
Expenses You Should Look For
Education Expenses
Small Business/Self Employed
Download
Small Business/Self Employed
Submit an Tax Related Documents such as 1099-Misc. Form.
Name
*
First Name
Last Name
Email Address
*
Small Business – Self Employed – 1099 Misc. Income
Name of Business
Type of Business
Date you Started Your Business
MM
DD
YYYY
Taxpayer Name
Taxpayer SSN
EIN
Total Gross Income
$
1099 Income (provide 1099s)
$
Additional Income not reported on 1099
$
Home Office - Business Use of Home
Square Foot of Home
Square Foot of Space/Room Used Exclusively for Business?
Purchase price of Home?
$
Rental Expense in the Year?
$
Cost for Utilities used in the Year?
$
Insurance Cost – Homeowners or Renters
$
No. of Months Office in Home used in a Year?
Other – Please Specify
Small Business Expenses
Advertising
$
Business Insurance (not health)
$
Commissions & Fees
$
Interest: Mortgage
$
Interest: Other (please state)
Legal & Professional Fees
$
Rent (outside of Home)
$
Repairs & Maintenance
$
Materials & Supplies
$
Taxes & Licenses (Not Estimated Payments)
$
Travel Costs
$
Parking Fees & Tolls
$
Meals & Entertainment
$
Utilities (outside of home)
$
Dues & Publications
$
Postage & Shipping
$
Telephone
$
Cell Phone
$
Cell Phone % of Usage for Business Use
Pager
$
Internet
$
Message Service
$
Rent or Lease of Vehicles, Machinery, Equipment
$
Wages
$
Cost of Labor (do not include your salary)
$
Bank Charges
$
Self Employed Health Insurance
$
Other (specify)
Small Business Equipment Purchases Last Year
Date Equipment Purchased
MM
DD
YYYY
Date Equipment Placed into Service
MM
DD
YYYY
Cost
$
Small Business Inventory
Business Inventory at the beginning of the year-If different from last year’s closing inventory, attach explanation.
$
Business Inventory purchased during the year – less the cost of items withdrawn for personal use.
$
Inventory at the end of the year
$
Cost of Goods Sold
$
Vehicle Expense for Home Office/Small Business
Type & Year of Vehicle
Date Vehicle First Used in Business
MM
DD
YYYY
Do you have another car for personal Use?
No
Yes
Do you have evidence to support the deduction?
No
Yes
Is the evidence written?
No
Yes
Miles Driven for Business
Miles Driven for Personal
Miles Driven for Commuting To/From Work
Were you Reimbursed or Paid for any of your vehicle expenses (if YES, how much?)
Rental Income
Date First Used as a Rental
MM
DD
YYYY
Purchase Price
$
Ownership %
Type of Property
Address of Property
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Total Annual Rent Received
$
Annual Rental Expenses
Advertising
$
Travel/Hotel Expense
$
Cleaning/Maintenance
$
Commissions
$
Insurance
$
Legal/Professional Fees
$
Management Fees
$
Association Dues
$
Mortgage Interest
$
Real Estate/Property Tax
$
Supplies
$
Repairs
$
Utilities
$
Telephone
$
Cell Phone
$
Cell Phone % of Usage for Rental related business
Internet
$
T.V/Cable
$
Condo/Maintenance/HOA Fees
$
Lawn Care
$
Bank Fees
$
Travel Expenses to Property
$
Personal Auto Miles Driven for Rental Activity
Other – Specify
Furniture/Equipment Purchases & Major Improvements to Rental Property Made Last Year
(not included above) (do not include routine maintenance or minor repair items)
Description of Purchase/Major Improvement
Purchase/Improvement Date
MM
DD
YYYY
Cost
$
Rental Questions
No. of months the property was rented last year?
No. of months that the property was available to rent last year?
No. of days property was used for personal use
Did you pay anyone a fee to manage the property for you?
No
Yes
Do you actively participate in the management of this property?
Yes
No
If you actively participate, did you maintain a log of the number of hours that you personally worked on this property during the year (last year)?
Yes
No
Is the average rental period/lease for the property 7 days or less?
Yes
No
Sale of Rental Property (need tax return of prior year with rental claimed)
Date of Original Purchase
(must provide copy of settlement/closing statement)
MM
DD
YYYY
Date of Sale
(must provide copy of settlement/closing statement)
MM
DD
YYYY
Vehicle Expense Related to Rental Property
Type & Year of Vehicle
Date Vehicle First Used for Rental Activity?
MM
DD
YYYY
Do you have another car for Personal Use?
No
Yes
Do you have evidence to support the deduction?
Yes
No
Is the evidence written?
Yes
No
Miles Driven for Rental Activity – All Properties
Miles Driven for Personal
Were you Reimbursed or Paid for any of your vehicle expenses (if YES, how much?)
Rental Car Expenses (rental fee & gas) [mileage not required]
$
Thank you!