Prepare Your Business Tax Checklist
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Table of Contents
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- Business Tax Documents
- Corporate formation documents.
- Report of all revenue earned during the year.
- Report of all expenses during the year.
- Busieness Expenses Documents
- Advertising expenses.
- Banking fees.
- Business gifts.
- Business-related education.
- Charitable contributions.
- Conference and convention fees.
- Equipment and furniture.
- Health-insurance premiums.
- Insurance.
- Interest and fees.
- Losses from theft, fraud, damage from natural disasters.
- Meals and entertainment.
- Membership dues.
- Moving expenses.
- Office rent expenses.
- Office supplies.
- Postage and shipping expenses.
- Professional fees including: legal help, accounting and bookkeeping, business consulting and marketing consulting.
- Property taxes.
- Repair and maintenance on the building, grounds, and equipment.
- Retirement accounts for self and employees.
- Salaries of employees.
- Software costs.
- Sales tax on items purchased for business usage.
- Real estate tax on business property.
- Employer's share of employment taxes.
- Excise taxes and state income tax.
- Telephone and telecommunications expenses.
- Trade-show exhibition and/or attendance.
- Travel expenses.
- Utilities.
- Tax Deduction
- Employee remuneration can be deducted from your taxable income.
- You may deduct both direct advertising expenses and promotional expenses.
- You may deduct fees for attorneys and accountants.
- You may deduct the purchase price for business equipment such as computers, machines or furniture.
- You may deduct up to 50 percent of reasonable business entertainment and meal expenses.
- You may deduct 100 percent of business travel expenses.
- Your company may deduct 100 percent of any amounts paid for state and local taxes and taxes paid to any foreign government.
- Corporations may deduct up to 10 percent for charitable donations.
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Presented by:
Jake R Brady
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Tasks: 45
Who it's for
This Prepare Your Business Tax Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Prepare Your Business Tax steps every time, regardless of who executes
- Save time - reuse a proven Prepare Your Business Tax workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Prepare Your Business Tax checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Prepare Your Business Tax Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Prepare Your Business Tax comes up again, start from your saved version and run it with clear ownership.
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Scores 4.80 with 111 votes