CHECKLIST

for Business Tax Returns

Necessary Documents



If you are currently on an accounting plan with us, please disregard. If you currently use Xero, please grant us access to your organization.

 

If neither of the above apply to you, please upload the following in Excel format:

 

  • Balance sheet at year-end
  • Income statement for the year
  • Trial balance at year-end
  • General ledger for the year

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Requested Forms & Documents

Upload all documents that apply

OWNER LISTING CONTAINING THE FOLLOWING: (Shareholder, Partner or LLC Member)

  • Name
  • Address
  • Social Security or Taxpayer Identification Number
  • Relationship to other owners, if applicable
  • If any owner is a foreign person or entity
  • Type of entity (individual, trust, corporation, LLC, partnership, etc.)
  • Number of shares/units and percentage of ownership (indicate if there are separate profit and loss sharing percentages)
  • If the business is an LLC taxed as a partnership, also indicate designation (general, limited or managing)

OWNERSHIP ITEMS THAT OCCURED

  • Additional investment received/earned from/by an owner
  • Dividends or distributions paid to an owner
  • Guaranteed payments made to an owner
  • Loans from an owner or loans to an owner (or a person or entity related to an owner)
  • Debt guaranteed by an owner (directly or indirectly)
  • Sale or exchange of an ownership interest
  • Any other changes in ownership

BUSINESS DOCUMENTS – If we did NOT prepare your tax return last year

  • Form SS-4, Employer Identification Number
  • Shareholder, Partnership or LLC Agreement
  • Details pertaining to any special tax allocations or treatment
  • Previous federal income tax returns for the prior 3 years (including depreciation schedules)
  • Previous state income tax returns for the prior 3 years, if applicable

FOR S-CORPORATIONS ONLY (1120S)

  • Form 2553, Election by a Small Business Corporation
  • Notice from the IRS showing that they will be treating you as an S-Corporation

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