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Small Business Tax Checklist
Comprehensive checklist for preparing small business taxes
Small Business Tax Checklist
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A thorough checklist for Comprehensive checklist for preparing small business taxes.
Checklist Items
- Gather all 1099s received
- Prepare 1099s for contractors paid over 600 dollars
- Organize income records (bank deposits, invoices paid)
- Categorize expenses (rent, utilities, supplies, travel)
- Calculate home office deduction (square footage method or simplified)
- Compile vehicle mileage log
- Gather asset purchase receipts for depreciation
- Review estimated tax payments made
- Prepare payroll records and W-2s
- Review health insurance premiums paid
- Gather retirement contribution records
- Schedule appointment with accountant
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