Tax Document Checklist - Anaheim Professional Services

Tax Documents

C Corp/S Corp/Multi Member LLC/Partnerships

1. Previous year Tax Return / first year exempt
2. Articles of Organization/Articles of Incorporation
3. Statement of Information
4. Operating Agreement/Bi-Laws
5. EIN
7. S Corp Letter from the IRS
8. Business Financials: Profit and Loss Detailed and Balance Sheet Detailed
9. Business Financials: Profit and Loss Standard (Previous Year Comparison)
10. Accounts Payable Aging
11. Depreciation Expense Reports
12. Sales Tax Report for Q4 – Previous Year
13. Inventory Listing
14. List of fixed asset additions including name, description, date of purchase and amount
15. List of fixed assets that you want to dispose
16. Any other tax documents needed for the process not listed above (For example, 1099 Misc, Div, and INT)
17. Copy of Driver’s License (from all Partners/LLC Members)
18. Social Security Number (of all Partners/LLC Members)
19. Current Addresses (of all Partners/Corporation/Entity)
20. Any other documentations
21. State required minimum payment proof

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Non-Profit

1. Previous year Tax Return / first year exempt
2. Articles of Organization/Articles of Incorporation
3. Statement of Information
4. Operating Agreement/Bi-Laws
5. EIN
6. S Corp Letter from the IRS
7. Business Financials: Profit and Loss Detailed and Balance Sheet Detailed
8. Business Financials: Profit and Loss Standard (Previous Year Comparison)
9. Accounts Payable Aging
10. Depreciation Expense Reports
11. Sales Tax Report for Q4 – Previous Year
12. Inventory Listing
13. List of fixed asset additions including name, description, date of purchase and amount
14. List of fixed assets that you want to dispose
15. Any other tax documents needed for the process not listed above (For example, 1099 Misc, Div, and INT)
16. Copy of Driver’s License (from all Partners/LLC Members)
17. Social Security Number (of all Partners/LLC Members)
18. Current Addresses (of all Partners/Corporation/Entity)
19. Any other documentations
20. State required minimum payment proof

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Non-Profit Bookkeeping & Tax Returns

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Individual Taxes

1. Declaraciones de impuestos sobre la renta del año anterior o foto de la tarjeta del Seguro Social
2. Formularios W2 – O cualquier comprobante de ingresos recibidos en los EE. UU. o en el extranjero
3. Cualquier pago de seguro de salud para trabajadores por cuenta propia / Cualquier gasto médico o comprobante de seguro de salud en general
4. Comprobante de cualquier transacción de acciones si aplica (1099 – B)
5. Cualquier ingreso de negocios (1099 – Misc/NEC) y/o gastos para trabajadores por cuenta propia o propietarios de una LLC de un solo miembro
6. Cualquier ingreso de inversión (1099 – Div/INT)
7. Cualquier donación
8. Intereses hipotecarios (1098)
9. Intereses de préstamos estudiantiles (1098-E)
10. Ingresos y gastos por alquiler (detallado, incluyendo dirección y documentos de cierre)
11. Copia de la licencia de conducir (y de su cónyuge)
12. Información sobre cualquier propiedad inmobiliaria vendida en el año actual (costo, fecha de compra, uso de la propiedad, mejoras y dirección) – Proporcione 1099-S
13. Cualquier K1
14. Lista de dependientes (incluya sus identificaciones y números de seguro social)
15. Distribuciones de IRA 1099-R
16. Impuestos sobre la propiedad pagados
17. Oficina en casa (superficie total de la casa y la parte utilizada para negocios) y todos los gastos de alquiler, servicios públicos y de la casa en caso de que sea un contratista independiente
18. Cualquier pago de seguro social – SSA-1099
19. Cualquier pago por desempleo – 1099-G
20. Estado civil: Soltero, Casado conjuntamente, Casado por separado, Viudo, Jefe de familia
21. Impuestos estimados pagados por fecha – proporcione comprobante
22. ¿Alguien puede reclamarlo como dependiente?
23.¿Le gustaría que su reembolso sea depósito directo o cheque? / ¿Le gustaría pagar sus impuestos automáticamente o enviar un cheque?

1. Previous year income tax returns/or Social Security Card Picture
2. W2’s – Or any proof of income received in the US or abroad
3. Any Self-Employment Health Insurance Payments/Any Medical Expenses, or proof of health insurance in general
4. Proof of any stock trades if applicable (1099 – B)
5. Any business income (1099 – Misc/NEC) and/or expense for self-employed or single member LLC owners
6. Any investment income (1099 – Div/INT)
7. Any Donations
8. Mortgage Interests (1098)
9. Student Loan Interest (1098-E)
10. Rental Revenue and Expenses (Detailed, Including Address and Closing Docs)
11. Copy of Driver’s License (And your spouse’s)
12. Information about any real estate properties sold in the current year (cost, date of purchase, what the property is used for, improvements, and address) – Provide 1099-S
13. Any K1s
14. List of Dependents. (Include their ID’s and social security)
15. IRA distributions 1099-R
16. Property Taxes Paid
17. Home office (total square feet of the house, and the portion used for business) and all the rent, utilities, and house expenses in case you are an independent contractor
18. Any Social Security Payments – SSA-1099
19. Any unemployment payment – 1099-G
20. Filing Status: Single, Married Jointly, Married Separately, Widow, Head of Household
21. Estimated Taxes Paid by date – provide proof
22. Can someone claim you as a dependent
23. Would like your refund to be direct deposits or check/Would you like to pay your taxes automatically or send check

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Tax Documents

C Corp/S Corp/Multi Member LLC/Partnerships

NON-PROFIT

Individual Taxes

C Corp/S Corp/Multi Member LLC/Partnerships

Bookkeeping & Tax Returns

Non-Profit

Non-Profit Bookkeeping & Tax Returns

Individual Taxes

Work With Us

Send Us A Message

Anaheim Professional Services

About Links

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Tax and Accounting Mastery