Tax Organizer & Document Checklist
Get organized before your appointment. Use this checklist to gather everything your accountant needs — so your filing is accurate, fast, and stress-free.
Why Being Organized Saves You Money
Missing documents mean missed deductions. When you come prepared, your tax professional can focus on finding savings — not chasing paperwork.
Use this organizer to collect your documents before your appointment or before submitting your tax information to OnPoint Business Tax & Accounting.
Your Complete Tax Document Checklist
Print or save this pagePersonal & Business Information
- Social Security Numbers (SSN) or EIN for all owners/partners
- Prior year federal and state tax returns
- Business name, address, and entity type (LLC, S-Corp, Partnership, etc.)
- Date business was formed or incorporated
- Bank account information for direct deposit of any refunds
Income Documents
- W-2 forms from all employers
- 1099-NEC or 1099-MISC for freelance or contract income
- 1099-K for payment processor income (PayPal, Stripe, Square, etc.)
- Business revenue records or profit & loss statement
- Rental income records (Schedule E)
- 1099-INT and 1099-DIV for interest and dividend income
- K-1 forms from partnerships, S-Corps, or trusts
Business Expenses
- Receipts or records for office supplies and equipment
- Rent or lease payments for office or business space
- Payroll records and employee compensation
- Business insurance premiums
- Marketing and advertising expenses
- Professional fees (legal, accounting, consulting)
- Vehicle mileage log or actual vehicle expenses
- Travel, meals, and entertainment records (business purpose required)
- Home office expenses (square footage, utilities, mortgage/rent)
Deductions & Credits
- Health insurance premiums paid (self-employed)
- Retirement contributions (SEP-IRA, SIMPLE IRA, Solo 401k)
- Charitable donation receipts
- Education expenses (tuition, books, fees)
- Childcare or dependent care expenses
- Student loan interest statements (1098-E)
- Mortgage interest statement (1098)
Payroll & Employment Taxes
- Quarterly payroll tax filings (941s)
- Annual payroll summary (940)
- W-2s and W-3 transmittal issued to employees
- State payroll tax filings and payments
- Records of any payroll tax deposits made
Sales Tax Records
- Sales tax returns filed (quarterly or monthly)
- Records of taxable vs. exempt sales
- Resale certificates from customers (if applicable)
- Sales tax payments made to state/local authorities
Pro Tip: Send Documents Securely
Never email sensitive tax documents. Ask us about our secure client portal for uploading your files safely. Call or message us to get access.
Ready to File? Let's Get Started.
Once you've gathered your documents, schedule a consultation or request a quote. Our team will handle the rest — accurately, on time, and at a flat fee.