435-657-5629 [email protected]

Business tax preparation checklist

If you use bookkeeping software, please provide us with a cash basis Profit and Loss and your Balance Sheet. In addition, please provide us with the following information.

Do you have inventory?

Do you have any outstanding loans?
(Vehicle, equipment, government, any other loans)

Section Break

Do you have vehicle mileage to report?

Did you purchase any assets (over $300 ea) vehicles, equipment, office furniture, etc.? If yes please complete the following.
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY

Did you dispose of any assets? If yes please complete the following
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY

Please also provide the following if taking on actual expenses for home office space
  • Mortgage interest of rent paid
  • Homeowner’s or renter’s insurance
  • Utilities
  • Repairs made to home office (include cleaning, general maintenance)

  • Form 1099-NEC that your received
  • Form 1099-NEC and Form 1096 that you sent out to your subcontractors
  • Payroll Summary by Employees
  • Form W2 and Form W3
Max. file size: 256 MB.

Horrocks Tax and Business Consulting, LLC footer logo
+1 435-657-5629

PO Box 673,
Heber City, UT 84032

isabelle@
horrocksbusinesssolutions.com

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