Small Business Tax Checklist
Use this form to gather the key business, income, expense, payroll, and filing details needed for a small business tax checklist.
Business Profile
Business Name
*
Business Type / Entity Type
*
Sole Proprietorship
Partnership
LLC
Corporation
Nonprofit
Other
Industry / Primary Business Activity
Please Select
Retail
Professional Services
Construction
Healthcare
Food Service
Technology
Manufacturing
Real Estate
Transportation
Other
Tax Year Being Reviewed
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
State / Province of Operation
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Other
Tax Return Readiness
Primary filing method or tax prep status
*
Self-prepared
Accountant-prepared
Bookkeeper-prepared
In progress
Prior-year return available?
*
Yes
No
Estimated tax payments made?
*
Yes
No
Payroll run during the year?
*
Yes
No
Sales tax collected or remitted?
*
Yes
No
Income and Expense Checklist
Gross Business Income Amount
*
Total Deductible Expenses Amount
*
Have income records been collected?
*
Yes
No
Have expense receipts been organized?
*
Yes
No
Have mileage or travel records been tracked?
*
Yes
No
Have home office records been tracked, if applicable?
Yes
No
Not applicable
Notes on missing records
Payroll, Contractors, and Assets
Number of employees
*
Were any contractors paid during the year?
*
Yes
No
Are year-end contractor summaries prepared?
*
Yes
No
Were any business assets or equipment purchased or disposed of during the year?
*
Yes
No
Notes on depreciation or asset records needed
Filing Support and Follow-up
Preferred Contact Name
*
Preferred Contact Email
*
example@example.com
Preferred Contact Phone
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Follow-up Method
*
Email
Phone
Either
Additional Comments or Missing Documents
Submit Checklist
Should be Empty: