CHILD CARE QUESTIONNAIRE Service Code Business Owner s Name: Name of Business: Address of Business:
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1 SK Accounting 2650 Larkspur Ln Ste G Redding, CA (530) Office (530) Fax Shannon@skaccounting.net CHILD CARE QUESTIONNAIRE Service Code Business Owner s Name: Name of Business: Address of Business: Employer Tax I.D. Number (EIN): Address: NEW PROVIDERS AND NEW CLIENTS- Please have these items available for me during our appointment: 1. The date you started your childcare:. Date you received your license:. 2. A list of all of your furniture and appliances. Items that have been bought after the start of your day care and that cost over $ can be listed at the end of this form. 3. A current tax assessor s statement of property value. 4. A copy of your emergency evacuation map. 5. A copy of last year s tax return. 6. A copy of your childcare license. 7. A copy of your driver s license RETURNING PROVIDERS AND CLIENTS Please read over the following questions and let me know if there have been ANY changes in the last year: 1. Have you moved? Y/N If yes: New Address 2. Have you added a child to your family (adoption, birth, etc)? Y/N If yes: Child s Name Child s SSN Child s DOB 3. Have you gotten married or divorced? Y/N 4. Do you have any children in college? Y/N 1
2 INCOME Childcare Income: Amount from 1099 s (Attach 1099-MISC) Amount from Private Pay Clients Food Program Income: (Attach Food Program Meal Report) (Do not include reimbursements given for your own child) HOME USAGE Square Footage of Home: Hours: Children in Care Other Hours PRIMARY HOME EXPENSES I will prorate these items. Please list them at 100% and the amount spent for the whole year (not the monthly amount): Mortgage Interest Repairs & Maintenance: (Attach MORT INT Statement) Rent Direct EXPENSES Mortgage Insurance (PMI) Indirect Real Estate Taxes Alarm Insurance (Home/Renters) HOA Dues Home Warranty Other Utilities (include tv cable/satellite, gas/electric, water, garbage) DO NOT include internet or telephone Adult Education: Advertising: Amortization Expenses: Software (costing over $200.00) (If the total is under $200, list under Office Expenses ) Start-Up Expenses 2
3 Automobile Expenses: *Attach mileage log* Vehicle 1 Vehicle 2 Vehicle 3 Year/Make/Model of Vehicle Date Purchased (month,day and year) Beginning Odometer Reading (January 1) Ending Odometer Reading (December 31) Total Business Miles Driven Fuel and Oil Expenses Insurance Registration Fees Repairs Interest Lease Payments Other (Parking, Car Wash, Supplies, Etc) Bank Charges: Personal Account Business Account Charity: (Given in your business name only) Client Gifts: (max. $25 per client) Communication: Dues and Publications: Internet Service Cellular Phone How many lines? Costco/Sam s Club AAA Amazon Prime Books/Magazines Equipment Rental: (Netflix, Hulu, Movies, Jump House, Post Hole Digger, Drain Snake, Etc) 3
4 Employees: Employer Taxes: Food Expenses: Wages Meals Gifts Other Food Personal Food Or Number of Meals Served Breakfasts Lunches Dinners Snacks Insurance: Self-Employed Health Insurance Day care Insurance Workers Compensation Insurance Disability Insurance Business Liability Insurance Interest: (on equipment used in child care) Warranty: (on equipment used in childcare) Janitorial Services: (housecleaning) Laundry and Cleaning Supplies: Legal and Professional Fees: Bookkeeping Fees Payroll Fees Tax Preparation Fees Legal Fees Licenses and Permits: Outside Services: Carpet Cleaning Pest Control Yard Service 4
5 Office Expenses: Postage and Delivery: Printing and Reproduction: Repairs: Computer Repairs Equipment Repairs Security and Safety: (Do not include alarm costs here, they go under Primary Home Expenses ) Supplies: Temporary Help: Toys: Household Supplies Childcare Supplies Field Trips Curriculum MAJOR HOME IMPROVEMENTS OR ANY SINGLE ITEM THAT COSTS OVER $ (including tax) Item Date Purchased Cost Use the space below to write down any questions you would like to ask me during our interview 5
6 ADDITIONAL INFORMATION: The following income and expense categories may or may not pertain specifically to you or your household. Please fill in where it is applicable and make sure to attach requested documentation ADDITIONAL PERSONAL INCOME Other Income: (Attach 1099-MISC) Stock Sales: (Attach 1099-B) Interest Income: (Attach 1099-INT) Dividend Income: (Attach 1099-DIV) Spouse s Income: (Attach W-2 s) _ PERSONAL EXPENSES Donations: (Attach donation forms) Medical: Retirement: Co-pays Dental RX Contributions (Attach IRA Statement) Early Withdraw (Attach 1099-R) Health Insurance: Attach the following: 1095-A, 1095-B or 1095-C 6
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1040 US Tax Organizer CLIENT INFORMATION First name and initial..... Last name............... Title/suffix............... Social security number... Occupation.............. Date of birth (m/d/y)......
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