Home Business - Small Business
Tax Preparation Checklist
Annual Business Income Figures
Gross receipts from sales or services
Sales records (accrual based taxpayers)
Beginning inventory
Ending Inventory
Returns and allowances
Business checking and savings account interest (1099-INT or statement)
 TurboTax Home and Business Tax FilingOffice Expenses
Repairs
Maintenance of business facility
Cleaning expenses
Additions / expansions
Transportation and Travel Expenses
Local Transportation (mileage) log
Business trip (mileage) log
Tax year log or receipts for public transportation, parking and tolls.
>> Travel expenses away from home
Airfare or mileage (actual expense if drove)
Hotels and Lodging or Office Rentals
Meals and tips
Small Business and Home Business Tax SupportTaxes and tips
Internet connection (hotel, Internet café, etc.)
Additional Expenses
Annual Advertising Expenses
Commissions paid to subcontractors
File Form 1099-MISC and 1096
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
H&R Block Home and Business Tax FilingBusiness insurance
Casualty loss insurance
Errors and omissions
Other occupational insurance
Interest expense
Business mortgage interest
Business loan interest
Attorney or Legal fees
Office supplies
Office products: Pens, paper, staples, etc.
Rent expense: Office space rent
Business-use vehicle lease expense
Home office expense
Square footage of home office space (hours of use if daycare)
Total square footage of home (not applicable for daycare)
Mortgage interest or rent paid
Utilities
Wages paid to employees
Form W-2 and W-3 Federal and state payroll returns (Form 940, etc.)