Tax Returns Copy 1

Who prepared your tax return last year?

I did it myself

I had another accountant

I did not file a tax return last year

Do you have more than one business or a spouse who owns a business too?

Yes

No

Do you have a clear summary of all business income and expense amounts by category for the year?

N/A, I don't have a business

Yes, I have a bookkeeper or accounting background myself

Sort Of. I keep my bookkeeping software or an excel sheet up to date but I do it myself

No, honestly it's a mess and I'll need help organizing that too

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