SRIMANEE & ASSOCIATES LLC

 

Business Tax Return Document Checklist

(For LLC, S-Corp, C-Corp, Partnership, Sole Proprietor)

 

1. Business Information

• Legal business name and EIN

• Business address and contact information

• State registration information (Articles of Organization/Incorporation)

• Ownership structure and % ownership for each owner

• Copy of prior-year business tax return (if available)

 

2. Income Documents Depending on how your business receives income:

• Profit & Loss Statement (Income Statement)

• Balance Sheet (Assets, Liabilities, Equity)

• 1099-NEC / 1099-K / 1099-MISC received

• Sales reports (e.g., POS, Shopify, Square)

 

3. Expense Documents

• Summary of business expenses

• List of assets purchased (equipment, vehicles, machinery)

• Depreciation schedule (if applicable)

• Mileage log (if claiming vehicle mileage)

• Home office expense details (square footage, utilities, etc.

 

4. Payroll & Contractors (if your business has employees or hires labor)

• W-2 and W-3 forms issued

• 941 and 940 payroll tax filings

• State payroll reports

• 1099-NEC issued to contractors + W-9 copies

 

5. Additional Forms (If Applicable)

• Business loans (loan agreements + interest statements)

• Insurance (liability, worker’s comp, health benefit records)

• Inventory report (beginning & ending inventory, COGS)

• Business licenses or permits

• Any IRS/state letters received

 

6. S-Corporation / Partnership Only

• Owner compensation/payroll records

• Capital contributions and distributions records

• Owner health insurance paid by business records

• Bookkeeping records showing equity accounts

• Prior-year Schedule K-1 (if any)