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Small Business Checklist

Income

Gross receipts from sales or services
Sales records (for accrual based taxpayers)
Inventory (if applicable)

Beginning inventory
Inventory purchases
Ending inventory
Items removed for personal purposes

Returns and allowances
Business checking and savings account interest (1099-INT or statement)
Other income

Expenses

Advertising
Transportation and travel expenses

Local transportation

Business trip (mileage) log
Contemporaneous log or receipts for public transportation, parking and tolls

Travel away from home

Airfare or mileage (actual expense if drove)
Hotel
Meals and tips
Taxes and tips
Internet connection (hotel, Internet cafe, etc.)
Other

Commissions paid to subcontractors

File Form 1099-MISC and 1096 as necessary

Depreciation

Cost and acquisition date of assets
Sales price and disposition date of any assets sold

Fringe benefits

Employer-paid pension/profit sharing contributions
Employer-paid HSA contributions
Employer-paid health insurance premiums
Cost of other fringe benefits

Business insurance

Casualty loss insurance
Errors and omissions
Other

Interest expense

Mortgage interest on building owned by business
Business loan interest

Legal fees
Office supplies

Pens, paper, staples, etc.
Other consumables

Rent expense

Office space rent
Business-use vehicle lease expense
Other

Office-in-home

Square footage of office space (hours of use for daycare business)
Total square footage of home (not applicable for daycare business)
Mortgage interest or rent paid
Utilities

Wages paid to employees

Form W-2 and W-3
Federal and state payroll returns (Form 940, etc.)

Other expenses

Repairs, maintenance of office facility, etc.

Expertise Products

Refund Settlement Options

Savings Products

Prepaid Card

H&R Block Emerald Prepaid MasterCard^®

Line of Credit

H&R Block Emerald Advance^® Line of Credit

Other Tax Office Products

Extra Assistance