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WETTER & CONVERTINI

Tax Organizer Part Three


BUSINESS_INCOME


General Information

Cash basis Accrual Basis
First Year Taxpayer Spouse


Principal Bus./Profession__________________________
Business Name__________________________________
Business Address________________________________
City, State, Zip__________________________________
Other Accounting Method___________________________


Income

Gross Receipts or Sales$___________________________
Returns and Allowances$___________________________
Other Income$___________________________________


Cost of Goods Sold - If Applicable

Inventory at Beginning of the Year$___________________________
Inventory at End of the Year$___________________________
Purchases$____________________________
Cost of Items for Personal Use$_______________________
Cost of Labor$_________________________
Materials and Supplies$__________________
Other Costs$___________________________


Expenses

Advertising$_____________________________
Car and Truck Expenses*$___________________
Commissions$____________________________
Employee Benefit Programs$_________________
Insurance (other than health)$________________
Health Insurance
Premiums for Self*$_______________________
Mortgage Interest
(paid to banks, etc.)$_______________________
Other Interest$___________________________
Legal and Professional$_____________________
Office Expense$___________________________
Pension and Profit
Sharing Plans$____________________________
Rent - Vehicles, Machinery,
and Equipment$___________________________
Rent - Other Business Property$______________
Repairs$_________________________________
Supplies$_______________________________
Taxes - Real Estate$______________________
Taxes - Other$___________________________
Travel$________________________________

Total Meals
and Entertainment$_______________________
Utilities$______________________________
Wages$________________________________


* Attach detailed schedule


Did you dispose of any business assets (including real estate)?
Yes    No


If yes, attach detailed schedule.


Did you have a home office during the year?

Yes    No


Rent$____________________ Utilities$________________
Insurance$________________ Janitorial$_______________
Misc._________________ % of exclusive business use_______

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