Application: Personal Tax Preparation Page 3
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3Business Return Tax Checklist
Before gathering documents for your tax return, go through this checklist to help you save time and energy. Focus on
the categories that apply to you and provide that information to Tax Depot for the completion of your tax return.
First-Time Clients
Tax Depot Business Tax Preparation Application Form
Photocopy of your social security card
Photocopy of your valid driver's license
Copy of previous year's tax return (all forms & schedules)
Previous Years' Tax Preparation Expense
All Clients
Tax Depot Business Tax Preparation Application Form
Expenses
Bank
Statements*
Estimated Tax Paid (1040ES, 500ES Forms)
Financial Statements
Local Transportation/Travel Expenses
Balance Sheet
Public Transportation, Parking, Tolls Expense
Income Statement
Car Mileage
Quicken® or Quickbooks® Backup
Airfare, Hotel, Meals, Tips, etc. Expense
Year-End Payroll Report
Legal & Professional Expenses
List of assets purchased during year
Insurance Expenses
Name of asset
Advertising Expenses
Purchase date of asset
Office Expenses (Rent, Internet, paper, pens, etc.)
Cost of asset
Home Office
List of business
expenses*
Square footage of home office
Square footage of home
Home Repairs, Mortgage Interest, Utilities
*Bank Statements are in lieu of financial statements, Quicken® or
Quickbooks® Backup, and list of business expenses.
Wages Paid
*List of business expenses are in lieu of financial statements,
Employees’ Wage Statements (W2, W3 Forms)
Quicken® or Quickbooks® Backup, and bank statements.
Contractors’/Subcontractors’ Payments (1096, 1099-Misc Forms)
Rental Property
Income
Rental Property Settlement Statement (Hud-1 Forms)
Income
Mortgage Interest (1098 Form)
Rent Received
Cleaning, Maintenance, Supplies & Repairs Expense
Rental Property Purchase & Sales (Hud-1, 1099S Forms)
Management & Utilities Expense
Appraisal, Commissions, HOA & Condos expense
Phone:
770-641-8814
Fax:
770-587-4339
Real Estate Tax
Email:
County & City
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Parent category: Business