Don't forget to sign your Engagement Letter. If you haven’t already, please grant us access to your...
Clients Not Using Traditional GL Accounting Software (Quickbooks, Xero, etc.)
- Don't forget to sign your Engagement Letter.
- Upload Accounting Data
- Profit & Loss statement, with expenses by category and/or property for the current Tax Year (i.e. December 31, 20XX)
- Ending business bank account balances as of Tax Year End (i.e. December 31, 20XX).
- Ending business credit card account balances as of Tax Year End (i.e. December 31, 20XX)
- Purchase documents for any fixed assets, such as vehicles or equipment during Tax Year.
- Sale date & price for any fixed assets sold during Tax Year.
- A record of:
- Contributions to your business during Tax Year, if applicable (i.e. January 1, 20XX - December 31, 20XX)
- Distributions from your business during Tax Year, if applicable
- Ending balance for the following loans as of Tax Year End (i.e. December 31, 20XX):
- Auto
- Equipment
- Lines of Credit
- Other Long Term Loans
- Please provide copies of all documents below which apply to your company:
- W-3 (summary of W2) & Copies of W-2’s for the current Tax Year (i.e. January 1, 20XX - December 31, 20XX), if applicable.
- Quarterly Sales Tax Returns for the current Tax Year, if applicable.
- 1099’s issued for the current Tax Year, if applicable.
- Click Here to upload support files.
