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Check all that apply (Individual)

W-2(s)

Independent contractor/Sch C business/Single-member LLC

Rental Property

Eductaion deductions (tuition and/or student loan interest)

HSA or retirement savings

Retirement distribution (1099-R)

Itemized deductions

Stock sales

Interest/dividends

Virtual currency

Child and dependent care

Household employee

K-1 recipient (own an interest in a business or trust/estate - non retirement accounts)

Multiple businesses or rental properties

Check all that apply (Business)

Check all that apply (Bookkeeping)

20 or less transactions per month (QBO simple start or essentials only)

100 or less transactions per month (or if have one of the following: inventory

101+ transactions per month (QBO Advanced)