Corporate Tax Checklist

Please bring the following documentation to your tax preparation meeting:

• Accounting software backup
• Bank Statements for entire year, if account has not been reconciled
• Bank Statements for December (last year) and January (current year), if account has been reconciled to date
• Loan Statements
• All quarterly & yearly payroll forms
• Incorporation papers
• Inventory
• Previous year's tax returns (unless S&K prepared them)

If there are no previous tax returns for a new business, we will need the following:

• Corporation set-up paperwork
• Federal ID number (FIN)
• Names and addresses of all partners/shareholders
• S-Corp acceptance letter, if applicable