Tax Appointment Check List
Tax Appointment Checklist
Business
o Business information -
• Last year’s income tax return if you are a new client
• Organization Papers and Letters
• Business Name and Organization Documentation
• Name, Address, TIN / SSN
• Banking / Credit Card Information
o Income Information Required -
• Accounting Software ie: Quickbooks /Spreadsheet Summary
• Bank Statements
• Brokerage Statements
• Investment Account Statements
• Schedule K-1
• EDIL Payments / SBA Loans
• PPP Loan / Forgiveness
o Expense Information Required –
• Miscellaneous Office Related Expenses
• Mileage / Auto Expenses
• Payroll Information
• Rent/Mortgage Expenses
• Fixed Assets/ Depreciation
• Interest / Finance Charges
• Insurance (Auto, Life, Health, General)
• 1099s – Prepared and Received
• Property Tax Return / Tax Bill
• Annual Report (if applicable)[pic]
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