CLIENT DOCUMENT CHECKLIST - Business TAX RETURNS

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 Copy or PDF of Prior Two Years of Tax Returns (for new clients only)


Type of Entity:

  • What type of entity is the business?  
  • Corporation, S Corporation, Partnership, Multi-Member LLC, Single member LLC
  • State of formation


Books/Financials

  • Does the business have any books/records?  (quick books/spreadsheets, etc)
  • Bank Statements for the year – at minimum December 31st statements
  • Any credit card statements for the year?
  • Copy of quickbooks or accounting software files – if applicable


If Initial Year of Business

  • Business Formation Documents
  • EIN #
  • Articles of Incorporation/Organization


For S Corporations & LLC’s

  • Names/address/Social Security numbers of Owners
  • Ownership % Allocation


Brief description of the business:

  • How does business make money?
  • Any unique situations for this business?


Payroll Tax Returns/Sales Tax Returns

  • Does the business file payroll tax returns?
  • Does the business file sales tax returns?


Banking information:

  • Voided check or Bank name/routing number/account number
  • For tax payments


Estimated tax payments:

  • Any estimated tax payments that were paid during the year for current year taxes  - please provide some confirmation of payments.


Any other relevant tax related items