📋 Business Tax Filing Checklist: What to Gather & Organize ✅💰

Tax season doesn’t have to be stressful! Stay organized and prepared with this checklist:

1️⃣ Business Information

✔ Employer Identification Number (EIN) or Social Security Number (SSN) 

✔ Business legal structure (LLC, S-Corp, Sole Proprietor, etc.) 

✔ Last year’s tax return (for reference)

2️⃣ Income Records

✔ Sales revenue & invoices 📊 

✔ 1099 forms (if applicable) 

✔ Interest income statements 💰

3️⃣ Expense Records

✔ Receipts for business expenses 📂 

✔ Rent, utilities, and office supplies 

✔ Payroll and contractor payments (W-2s, 1099s) 

✔ Travel, meals, and entertainment expenses ✈️ 

✔ Marketing and advertising costs 📣

4️⃣ Bank & Financial Statements

✔ Business bank account statements 

✔ Credit card statements

✔ Loan or interest statements

5️⃣ Tax Deductions & Credits

✔ Home office expenses 🏠 

✔ Vehicle mileage & business-related fuel costs 🚗 

✔ Retirement contributions 

✔ Health insurance premiums (if applicable)

6️⃣ Tax Forms & Filings

✔ Estimated tax payments (if made) 

✔ Sales tax records 

✔ Payroll tax filings

📌 Pro Tip: Use accounting software like QuickBooks, Xero, or Wave to keep your finances organized all year long!

💬 What’s your go-to method for staying tax-ready? Drop your best tip below! 👇

#TaxSeason #BusinessTaxes #EntrepreneurLife #BookkeepingTips #StayOrganized

Snag our downloadable checklist below!