Business template

Business Owner Tax Checkup template.

Business owners describe their business, books, payroll and upcoming changes, and get tax-planning conversation starters.

What it produces

Business Owner Tax Opportunity Report

13 questions, with the report set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.

01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
03Review and sendOneForm drafts the business owner tax opportunity report. You approve it and it's emailed as a branded PDF.

Questions included13

1What best describes you?
2How long have you been in business?
3About how much annual business revenue do you have?
4Do you currently work with a tax professional?
5How often do you proactively discuss tax planning with your tax professional?
6Do you have a bookkeeping system that keeps your business income and expenses up to date?
7How frequently are your books updated?
8Do you regularly review an income statement or profit and loss report when making business decisions?
9Are your business bank accounts and credit cards separate from your personal accounts?
10Do you run payroll for yourself through your S corporation?
11Have there been meaningful changes in your business recently or expected in the next 12 months?
12Which changes are most relevant?
13Where should we send your Business Owner Tax Opportunity Report?

A short quiz for business owners that becomes a personalized report of tax-saving opportunities.

For existing S corporations: reasonable compensation, payroll, basis, compliance and planning gaps.

Sole proprietors and LLC owners find out whether an S corporation election is worth analyzing.

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