Business Taxpayer Checklist
“Maximize Your Business Tax Return with BB Financial Services – Ensure You Have Everything You Need to File Accurately with Our Business Taxpayer Client Checklist.”
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I. Business Information
- Business name and address
- Business phone number
- Business email address
- Employer Identification Number (EIN)
- State tax ID number
- Business bank account information
II. Expenses
- Rent or lease payments
- Utility bills
- Advertising expenses
- Business travel expenses
- Office supplies expenses
- Equipment and machinery expenses
- Insurance premiums
- Legal and professional fees
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III. Accounting Records
- Income statements (profit and loss statements)
- Balance sheets
- General ledger
- Accounts payable and receivable
- Bank statements
- Credit card statements
- Loan documents
- Sales records
- Inventory records
- Depreciation schedules
- Employee records (payroll, benefits, etc.)
IV. Other
- Business licenses and permits
- Business contracts and agreements
- Partnership agreements or operating agreements
- Any other relevant documents related to the business
Note: This checklist is not exhaustive and may vary depending on the specific needs of the business.