Business Tax Checklist
Thank you for taking the time to complete this checklist. This will help us prepare a more accurate return and reduce missed deductions. This tool is intended to help you gather and submit your documents. There are several ways for you to give us your documentation
Business Legal Name
Street Address Line 2
State / Province
Postal / Zip Code
Our Secure Link
email - firstname.lastname@example.org
The information in this checklist is for the following tax year
Did we file your return last year?
I have provided the following prior year returns
Previous Two Years
Previous Year Only (Tax return was not required two years ago).
None (This is the first year the business is filing a return.
I have provided the Articles of Organization (Incorporation) or Certificate of Organization and any amendments there to
How do you want to review your returns?
I want a face-to-face appointment to review & discuss my returns.
I am comfortable reviewing and signing my returns electronically.
I would like to review my returns via phone and then sign electronically.
I would like to review my return virtually via webcam (Zoom)
Did your BUSINESS receive any stimulus relief payments due to COVID-19 during 2020? (ex grant, PPP loan, etc)
How much did you receive in stimulus relief payments due to COVID-19during 2020 for your business? Please specify the amount and what type (grant, PPP loan, etc)
Amt Forgiven (as of
How many members/shareholders/partners have had ownership at anytime during the tax year?
Please provide complete information for each owner
Tax ID / SSN
Did the Company phone, email, or physical address change during the year?
How did you keep your books and records?
QuickBooks (send Accountant's Copy to email@example.com along with username and password)
QuickBooks Online (send invite to firstname.lastname@example.org)
Some other accounting software (provide completed Income Statement and Balance Sheet with prior-year comparison)
Spreadsheet or other detailed/summarized list of Income, Expenses, and Balance Sheet Transactions
I have provided Casa Castillo with all documents needed (statements) to complete my bookkeeping for the year.
Did you have payroll during the tax year (either for owners or employees)?
I have provided all form(s) 1099 received by the business
I did not receive any
I have reviewed a detailed fixed asset listing (from the prior year) and provided detailed information regarding dispositions, disposals, and losses of assets (date of disposition, how disposed of, and sale amount).
Yes, I have provided changes as requested
Yes, I have reviewed the list and there are no
I did not have any fixed assets in the prior year.
I have provided details for Fixed Assets purchased during the tax year as follows:
Yes, I have submitted copies of invoices
Yes, I have reviewed my QuickBooks transactions to verify that an adequate explanation of the transaction is recorded in the description.
I did not have any major purchases (typically over $1k that will last longer than 1 year)
Do you own real estate in this business entity during the tax year?
Were any vehicles used in the business?
(month, date and year)
Beginning Odometer Reading (January 1
Ending Odometer Reading (December 31)
Did the company make any payments during the tax year that would require it to file forms 1099?
Did you have any debts or loans forgiven (including loans forgiven between owners and the company)?
Do you plan on making SEP or other retirement plan contributions after Dec 31 and before the due date of the return?
Please provide any questions or concerns you may have regarding your returns
Did you make any payments this Tax Year that would require you to file Form(s) 1099?
Did you (or will you) file required Form(s) 1099?
Upload Files (Profit Loss, Balance Sheet, List Of Assets, 1099´s, K1 y EIN Letter)
Should be Empty: