Business Tax Document Checklist
Essential records for filing accurate business tax returns.
General & Income
- EIN and business formation documents
- Prior year business tax returns
- Gross receipts/sales records
- Forms 1099-NEC/MISC/K received
- Bank and credit card statements
Expenses
- Receipts for all business expenses
- Payroll records (W-2s, 940/941 forms)
- Rent, utilities, and insurance records
- Asset purchase records and depreciation schedules
- Mileage logs and vehicle expenses
- Professional fees (legal, accounting)