Your complimentary resource

The small business
tax checklist.

A practical starting point for your next tax conversation. Check items as you go, then print or save your copy.

01Gather bank and credit card statements for the relevant period.02Collect sales records, invoices, receipts and expense documentation.03Locate your prior-year return and supporting financial reports.04List payroll providers and where employment records are held.05Note significant business changes, purchases or financing.06Write down questions about estimated payments and upcoming obligations.07Confirm required documents and deadlines with your tax adviser.08Agree on a secure way to share records and assign next steps.

A preparation aid, not a complete list of filing requirements or tax advice. Your adviser should confirm what applies to your business.

The small businesstax checklist.

The small business
tax checklist.