This Business Tax Organizer and checklist is designed to help you collect and report the information needed to prepare your 2018 income tax return. The below referenced source documents cover income, deductions, and credits, and will help in the preparation of your tax return by focusing attention on your unique circumstances.
¨ A copy of your 2017 tax return
¨ All Income Documentation such AS 1099 Misc., K-1’s etc.
¨ Expenses for Business Use of your home
¨ Office Expenses
¨ Vehicle Expenses, mileage log, etc.
¨ Cost of Goods Sold information
¨ Travel and Meal Expenses
¨ All Other Expense Documentation
¨ Self Employed Health Insurance
¨ Retirement Plans
¨ Employee Payroll
¨ FUTA and SUTA taxes paid
Every business tax return is unique and the above list may not be all inclusive for your individual situation. Please make sure to bring any other information notices you may have received, or any items you have questions about.
Thank you for placing your trust and your business with M&J Tax Services.