Have questions about what you should bring to your business tax appointment? Here’s a helpful checklist to consider.


  • Gross receipts from sales or services (Form 1099-K or 1099-Misc)
  • Business checking/savings account interest (1099-INT or statement)
  • Other income
  • Inventory on hand (cost) at December 31st
  • Inventory purchases
  • Amount used for personal purposes
  • Materials & supplies
  • Business trip (mileage) log
  • Amounts paid to subcontractors (Form 1099-Misc)
  • Asset information
  • Purchases over $2500 with cost & first date of business use
  • Sales price & disposition date of any assets sold
  • Interest expense from bank loans, business loans, mortgages, and credit cards
  • Rent expense
  • Office-in-home info
  • Square footage of office space and total square footage of home
  • Mortgage interest or rent paid, insurance, and utilities
  • Cost of home, separate improvements and first date of business use
  • Wages paid to employees (Forms W-2 and W-3 and Federal and state payroll returns-Forms 940, 941,etc)
  • Estimated tax payments made
  • Health insurance premiums paid
  • Meals and entertainment expenses
  • Payments to retirement plans
  • Any other ordinary and necessary business expenses
  • Tax returns & depreciation schedules from the past 2 years, if this is your first visit


Click here for more info on what to provide for your personal tax return. 

Click here to download a helpful pdf checklist.