Tax Interview Checklist - Business

The "Shoe Box" Checklist

 

 

 

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Please bring the following items to your tax interview:

Business or Schedule C Filers

Accountants Review Copy of your QuickBooks File (or your manual check registers and  records if not using QuickBooks)
Year-end Bank Statements for all open accounts, reconciled to books
Year-end Credit Card Statements for all open accounts, reconciled to books
Year-end Loan Statements for all loans outstanding during year
Last Four Quarterly Sales Tax Returns filed (or last one if Annual filer)


If You Have Payroll
941's for all four quarters
940
W-3
Any notices received
Invoices for any large assets purchased
All year end tax documents (1099's etc.)
Any IRS or State notices received

Auto Mileage (if applicable):
- Description of each vehicle used (Make and Year)
- Total mileage for the year (all miles including personal)
- Number of miles that are Business miles for the year

Business Use of Home (if applicable)
Total square footage of home
Square footage of space dedicated to office use only
Mortgage Interest and Taxes (or Rent) paid for the year
Utilities (not including phone)
Repairs and maintenance
Trash service
Insurance


Download
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Garneau-Checklist-business-2018.pdf
Adobe Acrobat Document 1'008.8 KB

Questions? Please call 603-948-1545