Tools for Business Owners
- Home Office Form
- Cash Form
- Mileage Form
Business Owners Checklist
- Expense related documents (if not reported on the financial statements)
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Cost of goods sold, if applicable
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Rental expenses and/or real estate expenses
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Amounts of any estimated tax payments
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Vehicle information and use, including vehicle leases
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Advertising
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Transportation and travel expenses
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Commissions paid to subcontractors
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Business insurance
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Interest expenses
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Professional fees
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In-home office expenses
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Wages paid to employees
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Any other expenses
- General information
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List of all business owners: names, social security numbers, addresses, percent of ownership, date ownership acquired, and detail of distributions
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Prior year tax return
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Copy of current year financial statements, including the balance sheet, income statement, and general ledger
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IRS and Department of Revenue correspondence received in the previous year
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List of any business-related activities in other states
- Income information (if not reported on the financial statements)
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Gross receipts from sales or services
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Sales records
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Returns and allowances
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Form 1099-DIV for dividends and Form 1099-INT for interest income
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Schedule K-1 for income from partnerships, S corporations, estates, or trusts
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Details of fixed assets and depreciation schedules
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