Business Tax Return Preparation Documents Checklist
Let us help you get organized with the following tax documents, so you can focus on your business.
Income statement and balance sheet (financials) showing business receipts and expenses from sales or services
Payroll details- Form 1099-NEC, Form W-2 and Form W-3, Federal and state payroll returns (Form 940, 941)
Business checking/savings account interest (1099-INT or statement)
1099-NEC/MISC (independent contractor or professional services work) and/or 1099-K
If applicable to your business, dollar amounts for beginning inventory, purchases of material/supplies, contract labor expenses and ending inventory
Estimated tax payments
IRS tax notices and letters
If you are a new client, filing your taxes first time with us, please provide a copy of your previous year filed business (S Corp, C Corp or Partnership) tax return, showing all pages of your tax return including your and partners/shareholders K1s via our secured portal.