Items commonly needed to prepare Business Tax Returns (Schedule C):

• ​Proof of income (all 1099’s received, bank statements or QuickBooks file)
  
• Ending cash balance (bank statement)
  
• Any fixed asset or equipment purchases
  
• Ending inventory valued at cost
  
• Mileage log
  
• Advertising/marketing expense
  
• Commission or fees paid
  
• Contracted labor (non-W-2)
  
• Interest paid on business loan
  
• Legal or Professional fees
  
• Rent or lease payments (total amount)
  
• Repairs or maintenance amount
  
• Office supplies
  
• Travel expenses including meals, lodging and mileage
  
• Continuing education
  
• Client meals and entertainment
  
• Postage
  
• Dues or subscriptions
  
• Business percentage of cell and internet expenses
  
• Any other expense unique to your business
  
• If claiming a home office:
  
  • Square footage of office and total square footage of home
    
  • Yearly total of the following:
    
    • Utilities
      
    • Home security
      
    • Mortgage interest and taxes paid
      
    • Pest control
      
    • Homeowners insurance
      

(if date falls on weekend or holiday, deadline is next business day)

• Personal tax returns are due on April 15
• Extended personal returns are due on October 15
• Corporate tax returns are due on March 15 (for calendar year filers)
• Extended corporate returns are due on September 15
• Partnership tax returns are due on March 15 (for calendar year filers)
• Extended partnership returns are due on September 15
• Sales tax is due on the 20th of each month
• Payroll tax is due on the 15th of each month (for monthly depositors)
  
• Quarterly payroll tax returns are due on April 30, July 31, October 31 and January 31

Due to COVID-19 safety regulations, please drop off the completed questionnaireat least 10 business days PRIOR to your appointment, along with any of the commonly needed items (see list below).

Tax Checklist & Questionnaire

To help us provide the most streamlined process for you, click here to complete or download our tax preparation QUESTIONNAIRE.

• ​All forms 1095-A, B and C as proof of health insurance coverage.
  

• ​Current driver's license (for you & spouse, if married)
  

• Copies of all social security cards (if new client)
  

• W-2's and 1099's

• Interest income

• ​1098-T's required for qualified higher education expenses
  

• 1099-SA and 5498-SA if you participate in a Health Savings Account
  

• Tax reporting statements from brokerage accounts
  

• Tax reporting statements from retirement accounts
  

• Information regarding any other income

• Medical and dental expenses (if substantial)

• Real estate taxes

• Car tag receipts (ad valorem taxes)

• Mortgage interest statements
  

• Receipts for charitable donations, both cash and non-cash

• Receipts of purchases for which AL sales tax needs to be paid (i.e. online or out-of-state catalog purchases)
  

• Day care expenses, addresses and tax identification numbers

• Last year's tax returns (if new client)

• Social security numbers and date of birth for your spouse and all dependents (if new client)