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Tax Document Checklist

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LOCAL CPA HOUSTONlocal Houston & Texas resource

Name / businessPeriod / date

Bank and credit card statementsSales invoices and payment processor statementsReceipts and supplier invoicesRecords of refunds, returns and chargebacksPayroll reports and employer tax records, if applicableContractor invoices and securely stored W-9 forms, if applicableBusiness mileage log and related receiptsAsset purchases, disposals and supporting invoicesInventory records, if applicableLoan statements and interest recordsPrior tax returns and payment confirmationsCorrespondence from tax authoritiesInsurance and business registration recordsBackup of accounting records

Notes