What to give your cpa in order to prepare a business tax return:
- Last 3 years’ federal and state tax returns
- Last 3 years’ depreciation schedules, if applicable
- Previous year Comparative Profit/Loss Statement
- Previous year Comparative Balance Sheet
- General Ledger
- QuickBooks data file
- Details of Fixed Asset additions and dispositions
- Copy of W-2’s
- Copy of W-3 or Company W-2 summary
- Quarterly 941’s, TWC and Annual 940 Report
- Notices & forms received from IRS or Texas
- Real Estate settlement statements for refinance, purchase or sale of property
- Organizational documents
- Copy of S Election
- Texas Webfile Number
- Total meals and total entertainment, if not reported separately
- Detail of taxes and insurance by type
- If vehicles are used for business purposes, provide year, make and model, total miles and total business miles