ABOUT THIS FORM

BUSINESS EXPENSE FORM

Report your business income and expenses accurately so we can prepare your federal tax return correctly and maximize your deductions.

This form is designed for self-employed individuals, freelancers, and small business owners. Please provide totals for each category for the full tax year so we can properly calculate your business deductions and file your return with confidence.

When you submit this form:

Enter totals for the entire tax year, not monthly amounts

Use accurate estimates if exact numbers are unavailable

If you’re unsure if something qualifies, list it and we’ll review it together

Double-check EIN, SSN, and tax year before submitting

Sign the form to confirm the information is complete and accurate

Business Information

Full Name *

Business Name *

Type of Business *

Business EIN *

Social Security #

Tax Year *

Business Expenses (Totals for the Year)

Advertising / Marketing *

Supplies / Materials *

Equipment / Tools *

Phone & Internet (Business Portion) *

Vehicle / Mileage / Gas *

Rent / Home Office *

Insurance (Business Related) *

Professional Services / Software *

Meals (Business Related) *

Travel (Business Related) *

Education / Courses *

Other Expenses (Describe) *

Total Business Expenses *

I confirm that the information provided above is accurate to the best of my knowledge and reflects expenses incurred for business purposes. My signature certifies I understand this.

Signature *

Clear

Licensed Life Insurance Agent in All 50 States • NPN 16261381

Serving clients across Miami, Palm Beach, Dade & Broward, and the greater Palm Beaches area.

ABOUT THIS FORM

BUSINESS EXPENSE FORM

When you submit this form:

Business Information

Business Expenses (Totals for the Year)

Insurance

Taxes

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