Bookkepping
Needed documents and information for porcessing Tax return
A meeting checklist ensures organization, preparation, time management, accountability, and follow-up actions for efficient and effective meetings.
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Required Documents
- Bank Statements: All business bank account statements, including checking, savings, and credit card statements.
- Invoices: Both incoming and outgoing invoices, including sales invoices and purchase invoices.
- Receipts: Receipts for all business-related expenses, such as office supplies, utilities, rent, and equipment purchases.
- Payroll Records: Details of employee salaries, wages, benefits, and any other compensation.
- Expense Reports: Any reports summarizing business expenses, such as travel or entertainment expenses.
- Financial Statements: Previous financial statements, including balance sheets, income statements, and cash flow statements.
- Tax Documents: Any tax-related documents, such as W-2 forms, 1099 forms, and quarterly or annual tax filings.
- Contracts and Agreements: Copies of any contracts or agreements relevant to the business, such as lease agreements or vendor contracts.
- Depreciation Schedules: Information on any assets that are being depreciated, along with depreciation schedules.
- Inventory Records: Details of inventory purchases, sales, and current inventory levels.
- Legal Documents: Any legal documents pertinent to the business, such as business licenses, permits, or incorporation documents.
- Petty Cash Records: Records of any petty cash transactions.
