# 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.

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.

Canonical: https://reuily.com/templates/small-business-tax-questionnaire
Use this template: https://reuily.com/form/from-template/small-business-tax-questionnaire
Collections: Requests & Intake, Professional Services, Finance & Insurance, Accounting & Bookkeeping
Last updated: 2026-10-25

## Questions

- Question 1: What's your full name? (Short Text, required)
- Question 2: What's your email address? (Email, required)
- Question 3: What's your phone number? (Phone, required)
- Question 4: What's your business name? (Short Text, required)
- Question 5: Which tax year is this for? (Short Text, required)
- Question 6: What type of business entity is it? (Single Choice, required). Options: Sole proprietor; Single member LLC; Partnership or multi member LLC; S corp; C corp; Not sure
- Question 7: Roughly what were your gross sales this year? (Single Choice, required). Options: Under $50,000; $50,000 to $250,000; $250,000 to $1 million; Over $1 million
- Question 8: Which accounting method do you use? (Single Choice, required). Options: Cash; Accrual; Not sure
- Question 9: Did you pay any contractors who need a 1099? (Yes / No, required)
- Question 10: Did you have employees on payroll? (Yes / No, required)
- Question 11: Do you use part of your home only for the business? (Yes / No, required)
- Question 12: Did you use a personal vehicle for business? (Yes / No, required)
- Question 13: How many business miles did you drive? (Number, optional)
- Question 14: Which of these happened this year? (Multiple Choice, optional). Options: 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
- Question 15: Upload your P&L, statements and last year's return (File, required)
- Question 16: Anything else your preparer should know? (Long Text, optional)

## 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

## 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.