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Business Tax Preparation Checklist
Comprehensive checklist for organizing documents for business tax filing
Business Tax Preparation Checklist
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A thorough checklist for organizing documents for business tax filing.
Checklist Items
- Income records (sales
- 1099s received
- other income)
- Expense receipts organized by category
- Bank statements (all business accounts)
- Credit card statements
- Payroll records and W-2s issued
- 1099s issued to contractors
- Vehicle mileage log
- Home office measurements (if applicable)
- Equipment and asset purchase records
- Depreciation schedules
- Loan statements (interest paid)
- Insurance premium records
- Estimated tax payments made
- Prior year tax return
- Accountant engagement letter
Print and check off items.
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