Make Sure You Have Everything - Free Tax Preparation Checklist

Use this free downloadable PDF Tax Preparation Checklist to make sure you have everything you need so we can minimize the tax you pay and maximize your refund.

Collect As Much Of This As You Can

  • A copy of the last three year’s Federal and State tax return
  • Articles of Incorporation, Partnership Agreement, Operating Agreement, etc.
  • Copy of current period balance sheet, income statement, trial balance and general ledger
  • Prior year financial statements
  • List of all business owners including: Name, social security numbers, address, percent of ownership, date ownership acquired and detail of distributions
  • Schedule of owner fringe benefits received
  • Schedule of loans to/from owners including loan agreements
  • Details of any related party transactions
  • Copies of all payroll forms and 1099 forms for the year
  • Amounts of any estimated tax payments
  • Listing of interest and dividend income
  • Vehicle information and use, including vehicle leases
  • Information on any employee benefit plans including retirement plans, health insurance, etc.
  • Details of meals and entertainment expense
  • Any Internal Revenue Service and Department of Revenue correspondence received during the year
  • List of any activities in other states
  • Details of fixed assets and depreciation schedules