Corporation, S-corp, partnership tax Information checklist

General documents

• Company name exactly as it appears on official documents
• DBA if exists
• Address
• Type of business, services, products
• EIN – form SS-4
• Article of incorporation/organization
• S-election confirmation letter
• Estimated taxes paid.

Sources of Income

• 1099 forms received
• 1099 K forms received
• Gross receipts from sales or services
• Sales records, including returns and allowances
• Other income.

Expenses

• Records of all business expenses
• Documentation for home office expenses, including square footage of home and square footage of area used exclusively for business
• Records for business assets to be depreciated, including cost and date placed in service
• Miles traveled for business purposes and total mileage, make and model of the car
• Inventory
• All expenses, including insurance, loan interest, office supplies, and professional fees
• Wages, bonuses, and commissions paid
• Subcontractor expenses
• Rent for your business
• Business checking and savings account interest
• Other.