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AC
Self-Employed Analysis
S-E AnalysisTax return analysis for self-employed borrowers (2-year averaging)
Borrower & Business Information
Basic information about the borrower and their business
If less than 100%, only this percentage of income qualifies
Year 1: 2023 Tax Return
Schedule C income and expenses (or equivalent for business type)
Income
Expenses
Add-Backs (Non-Cash/Non-Recurring)
Items that reduce taxable income but don't affect cash flow
Usually = expense depreciation
Year 2: 2024 Tax Return
Most recent year (must be more recent than Year 1)