Small Business Tax Questionnaire Template
A free client tax questionnaire for CPAs serving small businesses. Business clients share income, expenses and changes and upload records in one place.
Customize the pages and design to fit your needs.
About this template
Collect each business client's entity type, revenue, accounting method, contractors, employees, home office, vehicle use and big purchases for the year. Clients upload their P&L, statements and prior return with their answers.
Common uses
- CPAs preparing business returns
- Tax preparers with self employed clients
- Year end document collection
Key features
- Entity, revenue and method
- Contractors, payroll and deductions
- Record uploads
What this template asks
What's your full name?
Short Text
What's your email address?
Email
What's your phone number?
Phone
What's your business name?
Short Text
Which tax year is this for?
Short Text
What type of business entity is it?
Single Choice · Sole proprietor, Single member LLC, Partnership or multi member LLC, S corp, C corp, Not sure
Roughly what were your gross sales this year?
Single Choice · Under $50,000, $50,000 to $250,000, $250,000 to $1 million, Over $1 million
Which accounting method do you use?
Single Choice · Cash, Accrual, Not sure
Did you pay any contractors who need a 1099?
Yes / No
Did you have employees on payroll?
Yes / No
Do you use part of your home only for the business?
Yes / No
Did you use a personal vehicle for business?
Yes / No
How many business miles did you drive?
Number · Optional
Which of these happened this year?
Multiple Choice · Optional · Bought equipment or vehicles, Sold business assets, Took on a loan, Added or removed an owner, Opened in a new state, Made estimated tax payments, None of these
Upload your P&L, statements and last year's return
File
Anything else your preparer should know?
Long Text · Optional
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Frequently asked questions
How is this different from the tax organizer?
The tax organizer covers a personal return. This questionnaire covers a business return: entity, revenue, accounting method, contractors, employees and business assets.
Which records should business clients upload?
A profit and loss statement, balance sheet, bank statements, 1099s received and last year's business return.
Can I use it for sole proprietors?
Yes. Sole proprietors and single member LLCs pick their entity type, and the same questions cover home office, vehicle and contractor costs.