WCS Income & Expense Summary Report

Please fill in your income and expenses for the 2023 tax year in the following sheet below. To see what your expenses was for last tax year (2022) you can look at your 2022 Tax Return Copy (Form Schedule C – Profit & Loss from Business) to assist you with filling in the expenses below. Once you hit submit, the form will be returned to us and your 2023 Tax Return will be prepared.

BUSINESS INFO

Clients Name *

Business Name *

EIN *

Email Address *

INCOME

Sales Income $

Service Fees $

Other Income $

Lyft & Uber Service Income $

Rental Property Income $

Gross Income $

EXPENSES

Advertising Expense $

Training & Education Expense $

Gifts & Donation Expense $

Cell Phone Expense $

Marketing Expense $

Meals & Entertainment Expense $

Travelling Expense $

Legal & Professional Fees $

Internet Expense $

Telephone Expense $

Utilities - Electricity Expense (Rental Property) $

Utilities - Water Expense (Rental Property) $

Utilities - Gas Expense (Rental Property) $

Lawn Maintenance Expense (Rental Property) $

Management Fees Expense (Rental Property) $

Bank Fees $

Interest Expense $

Office Rent/Business Space Expense $

Vehicle Leasing Expense (Rental) $

Equipment & Machinery Leasing Expense $

Gas Expense $

Parking Expense $

Toll Expense $

Lyft & Uber Fees Expense $

Commission & Fees Expense $

Medical Insurance Expense $

Car Insurance Expense $

Other Motor Vehicle Expense $

Workman Comp. Insurance Expense $

Office Supplies $

Other Misc. Supplies $

Office Computer & Equipment Expense $

Office Repairs & Maintenance $

Building Materials Expense (Construction) $

Depreciation Expense $

Tools & Equipment Equipment $

US Business License & Registration Expense $

Other Medical Expense $

Office Expenses $

State & Local Business Taxes $

Uniform Expense $

Payroll Fees Expense $

Wages & Salaries Expense $

Social Security Expense (FICA) $

State Unemployment Tax (SUTA) $

Merchant Account Expense (Amazon/Ebay/Etsy/Square) $

Computer Hardware Expense $

Computer Software Expense $

Website Building & Maintenance Expense $

Cleaning & Janitorial Expense $

Contract Labor (Hired Help) $

Dues & Subscriptions $

Postage Expense $

Shipping & Freight Expense $

Other Expense $

Gross Expense $

Gross Income $

Net Profit/(Loss) $

Terms & Conditions

I confirm that all information provided is true and complete to the best of my knowledge and it is free from false misstatements. I understand that by submitting the income and expenses that I am not guaranteed any type of bookkeeping, accounting or tax preparation services provided by WADADLI CONSULTING SERVICES and US TAX FILING 365.com. I also do understand that any bookkeeping and/or accounting services that are performed, that I will be liable for all charges and service fees as outlined and/or invoiced by Wadadli Consulting Services, Drake Software and the respective Financial Institution that provides the services. I also understand that WADADLI CONSULTING SERVICES and US TAX FILING 365.com reserves the right to remove or deny any individual, person(s), business or entity found to have provided misleading details, fraudulent information or omissions of consequential details.

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