Preparing yourself and your business for the Year-End Interview can seem overwhelming, especially due to a lot of the stress from the surrounding holidays. However, our office has prepared a list of things we need in order to get you ready for the end of the year:
Individual Income Tax
- List of any work related travel expenses or other unreimbursed employee expenses Report of mileage used for business travel
- Proper charitable donation documentation
- Any 1099 issued to you or your spouse i.e., retirement, dividend, or interest income
- You and your spouse’s (if applicable) W-2
- Childcare expense statement from provider
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Corporate Income Tax
- Year-End Balance Sheet
- Profit & Loss for the calendar year
- General Ledger Report for expenses throughout the year
- Additional Information Reports such as spreadsheets
- Copies of any 1099's issued to your business
- Full list of any cash expenditures
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Some of the items on the list will already be on file if our office handles your Write Up service.