Purpose
Separate gross receipts, ordinary expenses, owner draws, payroll, taxes, and business assets.
Print-ready checklist
Record log
| Month/source | Gross income | Expense | Net/evidence |
|---|---|---|---|
Questions for qualified review
- How will current monthly income be calculated?
- Which assets belong to the business or individual?
- Are any taxes or guarantees personally owed?
Important caution
Do not recreate clean-looking books that conflict with original bank, invoice, or tax records; preserve and explain discrepancies.
Finish the worksheet
Most urgent date:
Most important missing record:
Official source checked:
Question still unanswered:
Official starting points
U.S. Courts Bankruptcy Basics · Official Bankruptcy Forms · Official source directory