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In a real run, the answers are recorded in the checklist which can be later reviewed by a manager, colleague, customer, client etc. Checklists can also be archived for future audits. You can even use the checklist to trigger a more complex workflow.

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Use our free {template} template to stay organized. Access it on iOS, Android, or Web. Customize, print and easily reuse.

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{template} Template PDF | Printable

Try using this checklist in "Play" mode where users can focus on one task at a time. Users can answers questions of different types (e.g. enter a date, time, select from different options etc.).

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{count} {tag} Checklist Templates | FREE | APP | PDF | Printable - Page {page}

Checklist Templates [Printable, Customizable & Free]

Jake R Brady

Prepare Your Business Tax Checklist

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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Prepare Your Business Tax Checklist

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