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.

Income

  • List of bank deposits
  • All 1099s
  • Other income (interest etc.)

Expenses

  • Advertising
  • Commissions paid
  • Liability insurance
  • Interest paid
  • Legal & professional fees paid
  • Office supplies
  • Rent paid
  • Dues & subscriptions
  • Travel expense
  • Meals & entertainment
  • Utilities
  • Bank charges
  • List of assets (cost & date acquired)
  • Health insurance premiums

Office In Home

  • Total square feet of home
  • Total square feet of office
  • Mortgage interest
  • Real estate taxes
  • Utilities paid
  • Home repairs
  • Home insurance

Cost of Goods Sold

  • Beginning inventory
  • Purchases of goods sold
  • Materials & supplies
  • Ending inventory

Salaries and Wages

  • Total gross wages paid
  • Company paid FICA
  • Federal unemployment paid
  • State unemployment paid
  • Worker’s compensation paid

Auto Expenses

  • Lease payments
  • Auto insurance
  • Interest of auto loan
  • Repairs & maintenance
  • Total miles driven
  • Business miles driven
  • Total gas purchases
  • Date car purchased
  • Model and make of auto