The annual tax return checklist for small businesses
Annual filings fail on missing documents, not missing software. Request the list in January and stop reconstructing it from email threads in April.
Documents (8)
- 1
Year-end bank statements
December statements for every account, including closed accounts.
- 2
Annual sales summary
Sales by month or by invoice, reconciled to deposits.
- 3
Purchase and expense summary
Categorized expenses or a full ledger export.
- 4
Asset and depreciation list
New purchases, disposals and existing fixed-asset register.
- 5
Prior year tax return
The complete prior-year return, including schedules and K-1s.
- 6
Loan statements
Year-end balances and interest paid for every business loan.
- 7
Inventory count
Year-end count or valuation method, if the business holds inventory.
- 8
Owner compensation data
Salary, distributions and retirement contributions.
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