SMALL BUSINESS TAX PREP CHECKLIST 2019

A free small biz tax prep checklist from H & R Block. Copy, print, or download this free PDF for tax season. Includes expenses and deductions.

small business tax checklist 2019 Small Business Taxes
  • Income

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  • Gross receipts from sales or services

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  • Sales records (for accrual based taxpayers)

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  • Returns and allowances

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  • Business checking/savings account interest (1099-INT or statement)

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  • Other income

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  • Cost of Goods Sold (if applicable)

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  • Inventory

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  • Beginning inventory total dollar amount

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  • Inventory purchases

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  • Ending inventory total dollar amount

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  • Items removed for personal purposes

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  • Materials & Supplies

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  • Expenses

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  • Advertising

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  • Phones (landline, fax or cell phones related to business)

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  • Computer & internet expenses

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  • Transportation and travel expenses (Local transportation,Travel away from home)

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  • Business trip (mileage) log

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  • Contemporaneous log or receipts for public transportation, parking, and tolls

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  • Airfare or mileage/actual expense if drove

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  • Hotel

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  • Meals, tips

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  • Taxi, tips

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  • Internet connection (hotel, Internet café etc.) 

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  • Commissions paid to subcontractors - File Form 1099-MISC and 1096 as necessary

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  • Depreciation

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  • Depreciation: Cost and first date of business use of assets

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  • Depreciation: Records relating to personal use of assets

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  • Depreciation:  Sales price and disposition date of any assets sold

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  • Business insurance: Errors and omissions

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  • Interest expense: Business loan interest

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  • Interest expense:   Investment expense and interest

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  • Interest expense: Investment expense and interest

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  • Professional fees: Lawyers, accountants, and consultants

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  • Office supplies: Pens, paper, staples, and other consumables

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  • Rent expense: Office space rent

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  • Rent expense: Business-use vehicle lease expense

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  • Office-in-home: Square footage of office space

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  • Office-in-home: Total square footage of home

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  • Office-in-home: Hours of use, if operating an in home daycare

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  • Office-in-home: Mortgage interest or rent paid

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  • Office-in-home: Homeowner's or renters' insurance

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  • Office-in-home: Utilities

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  • Office-in-home: Cost of home, separate improvements and first date of business use  

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  • Wages paid to employees: Form W-2 and W-3

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  • Wages paid to employees: Federal and state payroll returns (Form 940, Form 941, etc.)

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  • Wages paid to employees: Employee benefit expenses [This needs to be left-aligned with "Wages paid to employees"]

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  • Wages paid to employees: Contractors

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  • Wages paid to employees: Form 1099-MISc

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  • Wages paid to employees: Form 1096

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  • Other expenses: Repairs, maintenance of office facility, etc

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  • Other expenses: Estimated tax payments made  

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  • Other expenses: Other business related expenses  

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  • Other expenses: Health insurance [This needs to be left-aligned with "Other expenses"]  

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  • Other expenses: Premiums paid to cover the sole-proprietor and family  

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  • Other expenses: Premiums paid on behalf of partners and S corporation shareholders  

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  • Other expenses:   Information on spouse's employer provided insurance

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