Business Tax Document Checklist
Please provide the following documents that apply to your business for the tax year.
Business Information
- ☐ Prior-year business tax return
- ☐ Business legal name
- ☐ EIN
- ☐ Business address
- ☐ Business entity type (S-Corp, C-Corp, Partnership, LLC, Sole Proprietorship)
- ☐ Ownership information and ownership percentages
- ☐ New business formation documents, if applicable
Income
- ☐ Profit & loss statement
- ☐ Business bank statements
- ☐ Sales reports
- ☐ 1099-NEC received
- ☐ 1099-MISC received
- ☐ 1099-K received
- ☐ Other business income
- ☐ Interest or investment income earned by the business
Expenses
- ☐ Advertising and marketing
- ☐ Office supplies
- ☐ Rent/lease
- ☐ Utilities
- ☐ Telephone and internet
- ☐ Software and subscriptions
- ☐ Insurance
- ☐ Professional/legal/accounting fees
- ☐ Bank and credit card fees
- ☐ Payroll and employee benefits
- ☐ Contractor expenses
- ☐ Business licenses and permits
- ☐ Travel expenses
- ☐ Business meals
- ☐ Education/training
- ☐ Repairs and maintenance
- ☐ Other business expenses
Vehicles and Milleage
- ☐ Business mileage log
- ☐ Total business miles
- ☐ Commuting/personal miles, if applicable
- ☐ Vehicle purchase documents
- ☐ Auto loan interest
- ☐ Fuel and maintenance records
- ☐ Insurance and registration
Assets and Equipment
- ☐ Equipment purchases
- ☐ Computers/electronics
- ☐ Furniture
- ☐ Machinery
- ☐ Vehicles
- ☐ Asset sales/disposals
- ☐ Purchase invoices and receipts
- Payroll & Employees
- ☐ Payroll reports
- ☐ W-2s issued
- ☐ W-3
- ☐ 941 quarterly payroll tax returns
- ☐ 940 unemployment tax return
- ☐ 1099s issued to contractors
- ☐ Employee benefits information
Business loans and Financing
- ☐ Business loan statements
- ☐ Interest paid
- ☐ New loans received
- ☐ Loan payments
- ☐ PPP/EIDL or other government assistance information, if applicable
- Business Tax Payments
- ☐ Federal estimated tax payments
- ☐ State estimated tax payments
- ☐ Payroll tax payments
- ☐ Sales tax information
- ☐ Extension payments
Other Information
- ☐ Home office information, if applicable
- ☐ Inventory records, if applicable
- ☐ Accounts receivable
- ☐ Accounts payable
- ☐ Depreciation schedule
- ☐ Foreign accounts/transactions, if applicable
- ☐ Cryptocurrency/digital asset transactions
- ☐ IRS or state tax notices
- ☐ Any major changes to the business during the year