Business Tax Checklist

Thank you for choosing TaxesNow to prepare your Income Taxes

If you are mailing, faxing, e-mailing, or coming in for an appointment here is a brief list of the documents you will need to provide in order for us to prepare your tax returns completely.

Please be advised certain items may or may not apply to everyone.

If you are a new client please include a copy of your previous year’s tax return, along with your date of birth, occupation, day time, evening, and cell phone numbers. Forward all these documents to the following address and put them to the attention of your tax preparer’s name.

business tax

Corporate Document Check List

  • Filing Receipt
  • Tax ID Number
  • If Pre-existing Business with previous filings, a copy of the prior year’s tax return
  • Sub Chapter S Approval Letter from Federal and State (if applicable)
  • Bank statements with canceled checks
  • Spreadsheet or accounting books done on accounting software (Such as: Quickbooks, Quicken, and Peachtree) which produce a Profit & Loss Statement and Balance Sheet
  • Payroll Reports (4th Quarter 941’s, 4th Quarter NYS-45’s & Year-End W-3)
 

Partnership Document Check List

  • Articles of Organization/ Filing Receipt
  • Tax ID Number
  • If Pre-existing Business with previous filings, a copy of the prior year’s tax return
  • Names, Addresses & Social Security Numbers of each partner along with their Percentage of Ownership and a list of how much capital was invested into the business by each individual partner
  • Bank statements with canceled checks
  • Spreadsheet showing Total Income and Break out of Expenses or accounting books done on accounting software (Such as: Quickbooks, Quicken, and Peachtree) which produce a Profit & Loss Statement and Balance Sheet
  • Payroll Reports (4th Quarter 941’s, 4th Quarter NYS-45’s & Year-End W-3) 

We strongly suggest using an overnight service such as UPS or FedEx so that it may also be tracked. You may also upload your documents directly to our office using the secure client portal.

TaxesNow
1527 Franklin Avenue, Ste. 105
Mineola, NY 11501
Fax: (516) 873-1041

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