Easy BUsiness TAX CHecklist

1

Business Identity

Cash

Credit card

Electronic payments

1099-MISC

1099-NEC

Owner Name & SSN

Business Name

Business Type

Business Address

EIN

2

Income Source Records

3

Expenses

4

IMPORTANT additional requirements

*You must have a valid driver's license, photo I.D., or other legal form of I.D. with you. Clients under age 18 must have a parent or legal guardian with them during the session.

*You are responsible for keeping your own tax records. Easy Path Tax Guide does not keep any copies or originals of any client tax forms.

*You must have a personal computer with access to the internet and ability to upload and download forms and paperwork. If you do not have a personal computer, an alternative will be discussed with you.

*You must be present for the duration of time for any service. This ensures safety of your information, quickness of completion, and efficient response time for any questions. 

MATERIALS

Office expenses

Rent

Equipment lease

Supplies

Travel

Meals

Utilities:

phone, electricity, heat, internet

SERVICES

Commissions

Contract labor

Business Insurance

Health Insurance

Interest

Legal fees

Professional services

Repairs & Maintenance

Tax Preparation 

Taxes

Licenses (LLC)

DEPRECIATION

Vehicle

Computer

Machinery 

Equipment

Tools

Furniture

Phone

Gadgets

VEHICLE

Make, Model, Year

Date purchased

Date placed in service

MILEAGE

Total Year Mileage

Commuting Mileage

(work site to work site)

HOME OFFICE

Square foot of home

Square foot of office