1. Cash on hand at the end of the business year

2. Bank statements for checking and savings accounts, CDs, and money markets at the end of the business year

3. Inventory at the end of the business year

4. Copies of invoices for any new equipment or improvements done

5. Payroll reports (941, 941-ME, 940, etc.) all quarters. Copies of W-2s, 1099s

6. December sales tax report

7. Copies of any new loan documents

8. Copies of 1099s and 1098 from banks

9. Accountants copy of your QuickBooks file *Click HELP below* 

10. Credit card statements for December

Worksheet for business deductions