BUsiness TAX CHecklist
1
Business Identity
Cash
Credit card
Electronic payments
1099-MISC
1099-NEC
1099-K
Owner Name & SSN
Business Name
Business Type
Business Address
EIN
2
Income Source Records
3
Expenses
4
IMPORTANT additional requirements
I.D. 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.
Documents 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.
Presence You must be present for the duration of time for any service. This ensures safety of your information and efficient response time for any questions.
Computer Bring a personal laptop/tablet with access to the internet and ability to upload and download forms and paperwork. If you do not have a personal laptop/tablet, a guest computer will be used. FAQS
AMENITIES
Equipment lease
Meals
Office expenses
Rent
Supplies
Travel
Utilities: phone, heat, electricity, internet
SERVICES
Advertising
Commissions
Contract labor
Business Insurance
Health Insurance
Interest
Legal fees
Licenses (LLC)
Professional services
Repairs & Maintenance
Tax Preparation
Taxes paid
DEPRECIATION
Year purchased, year first used for business, purchase price, % used for business
Vehicle
Computer
Machinery
Equipment
Tools
Furniture
Phone
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