Business Tax Prep Checklist

Business Income 
 

• Gross Income

• List of bank deposits

• All 1099s

• Other income (interest, etc.)

Expenses

• Advertising

• Car expenses or miles

• Commissions and fees

• Contract Labor

• Cost of goods sold

• Employee benefits

• Equipment purchases and other depreciated assets 

• Health insurance premiums

• Insurance 

• Interest

• Legal and Professional Fees

• Meals 

• Office Expenses

• Pension/retirement plans

• Rent or lease of storage facilities

• Rent/Lease Business Equipment

• Rent/Lease Business Space / Property

• Repairs and Maintenance  

• Supplies

• Taxes & Licenses

• Travel expenses

• Utilities

• Other Expenses