Business Expenses Worksheet (Schedule C)
Capture your business income and deductible expenses for the year — advertising, supplies, insurance, professional fees and more — for your Schedule C.
Download PDF: Business Expenses Worksheet (Schedule C)
Client Tools
Fillable Worksheets
Simple, organized worksheets that make gathering your financial information painless — and help us serve you faster and more accurately.
Get Organized
Worksheets that do the heavy lifting
Good records lead to better outcomes. These worksheets help you collect the right information the first time, so we can maximize your deductions and keep your engagement moving.
Business Mileage Worksheet
Track business miles, dates, and destinations to support your vehicle deduction with clean, IRS-ready documentation.
Download PDF: Business Mileage WorksheetCharitable Donations Worksheet
List your cash and non-cash gifts to qualified charities, with dates and values, so every eligible donation is counted.
Download PDF: Charitable Donations WorksheetHome Office Expense Worksheet
Record the square footage and home-related expenses needed to calculate a home-office deduction accurately and defensibly.
Download PDF: Home Office Expense WorksheetRentals & Royalties Worksheet (Schedule E)
Organize income and expenses for each rental property or royalty source, including repairs, management fees, and depreciation details.
Download PDF: Rentals & Royalties Worksheet (Schedule E)Tax Client Checklist
A checklist of the documents and information to gather for your individual return, so nothing is missing when we prepare it.
Download PDF: Tax Client ChecklistHow to use the worksheets
Download the worksheets that apply to you, fill them in on your computer with Adobe Acrobat Reader or any PDF app, and save them. Then upload the completed files through our secure ShareFile portal — please don't send them by email.
Not sure which ones you need? Email us at info@msmadvisors.net or call 678-804-5530.
Sending documents back to us? Please use our secure portal — see the ShareFile how-to guide.
Let's talk about your business
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