Small Business Tax Filing Checklist

    • Business Name

    • Business Type (e.g., Sole Proprietorship, LLC, Partnership, S Corporation, C Corporation)

    • Federal Employer Identification Number (EIN)

    • State Employer Identification Number (if applicable)

    • Year-End Financial Statements (Balance Sheet, Profit/Loss, Cash Flow)

    • Last Year’s Tax Return and Related Documents

    • Gross Receipts from Sales/Services

    • Sales Records (for Accrual-Based Taxpayers)

    • 1099-NEC, 1099-K, or W-2 Income

    • Business Checking/Savings Account Interest (1099-INT or Statement)

    • Returns and Allowances

    • Rental Income (if applicable)

    • Beginning Inventory Total

    • Purchases Made During the Year

    • Ending Inventory Total

    • Items Removed for Personal Use

    • Materials and Supplies

    • Advertising Costs

    • Phone and Internet Expenses

    • Transportation and Travel Expenses

    • Commissions and Fees

    • Depreciation and Amortization

    • Business Insurance

    • Interest Expenses

    • Professional Fees (Legal, Accounting, etc.)

    • Office Supplies and Rent

    • Wages Paid to Employees

    • Health Insurance Premiums

    • Other Business-Related Expenses

  • Sole Proprietorship/Self-Employed

    • Business Income and Expense Records

    • Home Office Information:

      • Square Footage of Office and Home

      • Mortgage Interest/Rent

      • Utilities and Insurance

    Partnerships (Form 1065)

    • Partnership Agreement and Amendments

    • Partner Information:

      • Name, Address, SSN/EIN

      • Ownership Percentages

    • Last Year’s Form 1065 and Schedules K-1

    • Capital Contributions and Distributions

    S Corporations (Form 1120S)

    • IRS Acceptance Letter of S Election

    • Shareholder Information:

      • Name, Address, SSN/EIN

      • Number of Shares Owned

      • Distributions or Loans to Shareholders

    • Last Year’s Form 1120S and Schedules K-1

    C Corporations (Form 1120)

    • Articles of Incorporation and Bylaws

    • Shareholder Information:

      • Ownership of 20% or More

      • Dividends Paid or Received

    • Last Year’s Form 1120