Thank you for completing this questionnaire completely and accurately 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your business information in the designated fields, including 'Doing Business As', 'Contact Person', and preferred email address.
3. Review the checklist for required documents. Ensure you have all necessary items ready for submission, such as your signed questionnaire and QuickBooks files if applicable.
4. Fill out the sections regarding your self-employment or business activity. Provide details like your business name, address, Employer Identification Number (EIN), and accounting method.
5. Complete the income section by reporting gross receipts or sales for the year. If applicable, include any other income not listed.
6. For expenses, detail costs related to goods sold and other business expenses. Be sure to provide receipts for large purchases over $500.
7. Once all fields are filled out accurately, save your document and upload it through our secure portal as instructed at the end of the questionnaire.

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