Take the guesswork out of gathering client information for Schedule C returns. This comprehensive, ready-to-use intake questionnaire was designed for tax professionals who serve sole proprietors, freelancers, and digital entrepreneurs. It walks your clients through every key detail from income and expense breakdowns to vehicle, home-office, and depreciation data so you can prepare accurate returns with confidence.
What’s Inside:
- Fully structured Q & A-style form based on the 2025 IRS Tax Code
- Coverage of all required Schedule C categories and supporting documents
- Editable format so you can brand it for your firm
- Perfect for onboarding new or returning clients
Use Case: Intake form for your tax office, client onboarding packet, or digital training resource.
Terms & Conditions
👉🏽 Please Note: Be sure to read the full Terms & Conditions before purchasing. Once your purchase is complete, you’ll receive an order-summary email with your download link. You’ll have 30 days to download your purchase. Once you’ve downloaded your product, how long you have access to it depends on how you store the file.
⚠️ If you don’t download within the 30-day window, you’ll need to repurchase to regain access.
Schedule C Intake Questionnaire (Digital Download)
Conditions
👉🏽 Please Note: Be sure to read the full Terms & Conditions before purchasing. Once your purchase is complete, you’ll receive an order-summary email with your download link. You’ll have 30 days to download your purchase. Once you’ve downloaded your product, how long you have access to it depends on how you store the file.
⚠️ If you don’t download within the 30-day window, you’ll need to repurchase to regain access.
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