Tax Accounting Payroll Advisory Our Offices

View Padgett President Roger Harris' congressional testimony on the impact of the Corporate Transparency Act and the BOI reporting requirements here.

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Tax Hub

Small business tax documents checklist

All Filers

SSN & DOB (Self, spouse, all dependents)
Copy of last year’s return
Bank account/routing number
Proof of dependents living in home (Medical bill, school records, etc)
Driver’s license

Income

W-2s from all employers
1099s for all forms of income
1099 R from retirement accounts
1099 for interest and dividends brokerage statements
Social Security benefits

Home & Rental Property

1098s: mortgage statements, principal resident, or investment property
Summary of rental income + expenses
Paid real estate taxes
Insurance premiums
Energy efficient upgrade receipts
Closing statement- new property purchased
Mileage (for rental related expenses Assets + Liabilities)

Assets + Liabilities

Any other assets or loan information Donations

Donations

Charitable contribution receipts for cash and non-cash donations
Volunteer expense deductions

Business Owners

Employee Identification Number (EIN)
Business income and expenses such as insurance, travel, and advertising.
12/31 Bank Balances
List of assets and equipment
Mileage logs
Quarterly Taxes paid
Loan Balances
Annual Payroll Summary
Form 8829: Expenses related to qualified home office

Deductions

Medical/Dental Expenses
Health insurance payments
Retirement and contribution plans
Healthcare accounts such as HSA and select spending
Childcare expenses
Vehicle purchase sales tax
Moving expenses (if active military)
Adoption Expenses
Educational Expenses (loan interest/supplies/tuition)

We encourage you to contact us with any questions.