Year-End Tax Preparation Checklist

Preparing for tax season doesn't have to be stressful. Use this checklist to stay organized.

Financial Records to Gather

Sales records

1099 forms

Bank statements

Payment processor records

Receipts for business expenses

Mileage logs

Home office expenses

Equipment purchases

Office supplies

Professional development

Business meals

Travel expenses

Quarterly estimated taxes

Annual filing deadlines

Extension deadlines

Start early and stay organized throughout the year for the smoothest tax season possible.