Embedded Files
Schedule C (Self-Employed)
Schedule C (Self-Employed)
Client Questionnaire
Client Questionnaire
Before You Begin
To complete this form in one sitting, it helps to have these items ready:
1099-NEC and 1099-K forms
Bank statements or payment-app summaries
Income logs, invoices, or sales reports
Receipts for business expenses (supplies, advertising, software, travel, etc.)
Vehicle mileage log and auto records (if claiming mileage)
Home office utility bills (if claiming a home office)
Inventory or equipment purchase records
Prior-year tax return, including Schedule C
You can always save and return if you need to gather additional documents.
What Happens Next ...
What Happens Next ...
What Happens After You Submit
Document Review
We review your answers and uploads for accuracy, completeness, and IRS compliance.
Follow-Up (If Needed)
If anything is missing or unclear, we’ll email you a short checklist with a link to upload additional documents.
Return Preparation
Once your file is complete, we prepare your tax return and Schedule C. You’ll receive a summary inside your MBA Tax Portal.
Review & E-File
You’ll review your return, sign Form 8879 electronically, and we’ll submit your return for e-file processing.
This secure form helps us report your business income and expenses accurately and meet IRS due-diligence standards.
Please answer each question carefully and upload any supporting documents so we can protect you in the event of an audit.
Your Information Is Protected: All documents are stored in your secure MBA Tax Portal and are only used for the purpose of preparing your tax return. We follow IRS data-security guidelines to protect your personal and business information.
Need Assistance?
Need Assistance?
If you have questions while completing your Schedule C form:
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