Professional Services Tax Audit Preparation Checklist Form

Define the audit scope and periods

Identify relevant professional services and revenue streams

Gather accounting records relevant to the audit

Reconcile income and expenses for the audit periods

Organize invoices and receipts

Review contracts and engagement records

Document business expenses and deductions

Prepare payroll or contractor records, if applicable

Record questions or unresolved discrepancies

Confirm requested materials are organized for the tax professional