Information Checklist for Business Tax Returns

(Corporations, Partnerships, LLCs, Sole-Proprietors) 

• Please provide all year end tax reporting forms.  The most common are:​

• Forms 1099

            - Interest Income
            - Dividend Income
            - Miscellaneous Income from Rents, Royalties, Nonemployee Compensation
            - Sales of Stocks, Bonds, Real Estate

• We will also need:   

• Inventory at year end (if applicable)
• Accounting records:

            - If you are using QuickBooks, please provide a backup copy (accountant’s copy preferred.) 

            - If you are not using QuickBooks, please contact us.

• Bank statements for all business bank accounts
• Business credit card statements for the tax year
• Statements reflecting year end loan balances
• Loan agreements/documents dated within the tax year
• Lease agreements/documents dated within the tax year
• Payroll tax returns for the year (W3, W2s, 941, and state forms), if not prepared by our firm
• A list of assets sold, junked, donated, etc. during the year
• Invoices to support equipment, vehicles, furniture, etc. purchased during the year, including financing agreements
• Details of any new company owned life insurance policies
• A list of officers and their titles if any changes were made during the tax year

• New Clients:

• A copy of last year’s tax returns
• Depreciation schedules
• Employment agreements, buy/sell agreements, partnership agreements, etc.
• Details of existing company owned life insurance policies
• Details of company sponsored retirement plans
  

Download Checklist for Business (PDF)

Additional information may be requested during preparation of your tax returns.​

For more information, please feel free to contact us with questions you may have.

​We're on Your Side

Client Resources

804-733-4511

"Certainty? In this world nothing is certain but death and taxes."

 - Ben Franklin