BUSINESS TAX CHECKLIST
What to Gather for Business Taxes
Bring or securely upload the business records that apply to your tax situation.
Business Information
- Legal business name, address and EIN
- Entity type and formation information
- Prior-year business tax return, if available
- Ownership information, if applicable
Income Records
- Profit and loss statement, if available
- Gross receipts or sales records
- 1099 forms received
- Merchant processor/payment platform statements
- Business bank statements
Expenses
- Advertising and marketing
- Office supplies and equipment
- Rent, utilities and insurance
- Professional fees and subscriptions
- Travel, meals and vehicle records, if applicable
Payroll, Contractors & Assets
- Payroll reports and employer tax forms
- 1099s issued to contractors, if applicable
- Contractor payment records
- Equipment and asset purchases
- Business loan and interest statements
- Inventory records, if applicable
This is a general checklist. Required records vary by business type and tax situation.
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