For a Business Return

  1. Cash on hand at end of business year
  2. Bank statements for checking and savings accounts, CDs, and money markets at end of business year
  3. Inventory at end of 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