TAX PRINTABLES

printables to help you prepare your taxes

TAX CHECKLIST
for small business
TAX CHECKLIST
GENERAL INCOME GENERAL INCOME
DONATION record
Bank account & routing number for refunds/payments Bank deposits for the year
Bank statements 1099’s for the year

TAX CHECKLIST
Credit card statements All other income information
Copies of last year’s returns
DATE ITEM DESCRIPTION WHERE DONATED VALUE

SALARIES EXPENSES
Total wages paid
Federal unemployment paid
State unemployment paid
Interest paid
Advertising fees
Website fees- host/server/domain name, etc
ADJUSTMENTS/CREDITS PAID TAXES
Worker’s compensation paid Accountant/bookkeeping fees
Health insurance paid Legal fees

TAX CHECKLIST
Meals & misc entertainment
Bank charges

AUTO/TRAVEL OFFICE
Mileage driven (primary car used for business) GENERAL
Basic office information INCOME
RETIREMENT MEDICAL
Gas purchases (primary car used for business) Mortgage interest
Airfare Real estate taxesBank account & routing number for refunds/payments
W2 for employment income
Hotel fees Utilities paid
Bank statements 1099 for misc income- employment, investments, winnings
Rental cars Home insurance
Credit card statements Sale of property
Conference fees Electronics purchased for business (laptop, etc)
Investment statements Unemployment income
Social Security Numbers for you & family members Alimony received
Copies of last year’s returns

CHARITABLE MISC/EXTRAS
Donation records
Volunteer expenses ADJUSTMENTS/CREDITS PAID TAXES
Property taxes

CHARITABLE
1098 for interest paid on loans

MISC/EXTRAS
Mortgage interest State taxes
Student loan interest Local taxes
Tuition Vehicle registrations/licenses
Job expenses
Casualties/theft/losses
Alimony paid

RETIREMENT MEDICAL
IRA/401/retirement contributions medical expenses
Account information for retirement plans dental expenses
rental property information

CHARITABLE MISC/EXTRAS
donation records
charitable gifts
volunteer expenses
tithes

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These printables are for personal use only.

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 TAX CHECKLIST
GENERAL INCOME
Bank account & routing number for refunds/payments W2 for employment income
Bank statements 1099 for misc income- employment, investments, winnings
Credit card statements Sale of property
Investment statements Unemployment income
Social Security Numbers for you & family members Alimony received
Copies of last year’s returns

ADJUSTMENTS/CREDITS PAID TAXES

1098 for interest paid on loans Property taxes
Mortgage interest State taxes
Student loan interest Local taxes
Tuition Vehicle registrations/licenses
Job expenses
Casualties/theft/losses
Alimony paid

RETIREMENT MEDICAL
IRA/401/retirement contributions medical expenses
Account information for retirement plans dental expenses
rental property information

CHARITABLE MISC/EXTRAS
donation records
charitable gifts
volunteer expenses
tithes
 TAX CHECKLIST
GENERAL INCOME

ADJUSTMENTS/CREDITS PAID TAXES

RETIREMENT MEDICAL

CHARITABLE MISC/EXTRAS
 TAX CHECKLIST
for small business
GENERAL INCOME
Bank account & routing number for refunds/payments Bank deposits for the year
Bank statements 1099’s for the year
Credit card statements All other income information
Copies of last year’s returns

SALARIES EXPENSES
Total wages paid Interest paid
Federal unemployment paid Advertising fees
State unemployment paid Website fees- host/server/domain name, etc
Worker’s compensation paid Accountant/bookkeeping fees
Health insurance paid Legal fees
Meals & misc entertainment
Bank charges

AUTO/TRAVEL OFFICE
Mileage driven (primary car used for business) Basic office information
Gas purchases (primary car used for business) Mortgage interest
Airfare Real estate taxes
Hotel fees Utilities paid
Rental cars Home insurance
Conference fees Electronics purchased for business (laptop, etc)

CHARITABLE MISC/EXTRAS
Donation records
Volunteer expenses
 TAX CHECKLIST
for small business

GENERAL INCOME

SALARIES EXPENSES

AUTO/TRAVEL OFFICE

CHARITABLE MISC/EXTRAS
TAX CHECKLIST
 DONATION record
DATE ITEM DESCRIPTION WHERE DONATED VALUE