Corporate

To ensure that we have everything we need to process your return, please make sure that you bring everything that applies to your business return.

1. All 1099's received
2. If using Quickbooks - A backup (not accountants copy)
3. If using another Accounting Software -
   1. Copy of year-end Balance Sheet
   2. Copy of year-end Profit & Loss Statement
4. If not using a Software or Alternative Accounting System
   1. Summary of income by Category
   2. Summary of Expenses by Category

Note - All expenses placed on a credit card must be broken down (see below) - Not as a Lump Sum

5. Summary of Income by Category
   1. Sales
   2. Service
   3. Discounts Earned
   4. Interest Income
   5. Other
   6. Returns & Allowances
6. Summary of Expenses by Category
   1. Advertising
   2. Automobile Expense
   3. Bank Charges
   4. Cost of Materials
   5. Merchant Card Fees
   6. Dues & Subscriptions
   7. Finance Charges
   8. Insurance
   9. Internet Provider
   10. Janitorial
   11. Leased Equipment
   12. Licenses & Permits
   13. Meals & Entertainment
   14. NSF Checks
   15. Office Supplies
   16. Penalties
   17. Postage
   18. Professional Development
   19. Professional Fees
   20. Salaries & Wages
   21. Taxes
       1. Property
       2. Personal Property
       3. Payroll
   22. Telephone
   23. Trash Removal
   24. Web Hosting