CLIENT DOCUMENT CHECKLIST - Business TAX RETURNS

 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