What info does my CPA want to file a Business Tax Return?

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