Reference Sheet
STABLE AGENCY GROUP, INC.
BUSINESS TAX DOCUMENT CHECKLIST
For Business Tax Preparation Only
🔷 BUSINESS INFORMATION
☐ Prior‑year business tax return
☐ Prior‑year depreciation schedule
☐ Business EIN
☐ Business licenses (if applicable)
☐ Notes on major changes (ownership, address, operations)
🔷 INCOME DOCUMENTS
☐ 1099‑K
☐ 1099‑NEC
☐ 1099‑MISC
☐ 1099‑INT
☐ 1099‑DIV
☐ Sales reports (POS, e‑commerce, merchant)
☐ Rental income documentation
☐ Grant income documentation
☐ Other income documentation
🔷 EXPENSE DOCUMENTS
☐ Itemized expense list
☐ Receipts for major purchases
☐ Rent / lease agreements
☐ Utilities
☐ Insurance
☐ Professional fees
☐ Advertising / marketing
☐ Travel & meals
☐ Subscriptions / software
☐ Inventory purchases
☐ Supplies
☐ Repairs & maintenance
🔷 BANKING & FINANCIAL STATEMENTS
☐ Bank statements (full year)
☐ Credit card statements (full year)
☐ Loan statements
☐ Merchant processing statements
☐ Profit & Loss Statement
☐ Balance Sheet
🔷 PAYROLL DOCUMENTS
☐ W‑2s
☐ 941s / 940
☐ State unemployment filings
☐ Payroll summary reports
☐ Officer compensation (S‑Corp)
🔷 ASSETS & DEPRECIATION
☐ Equipment purchases
☐ Vehicle purchases
☐ Depreciation schedule
☐ Asset disposal records
☐ Mileage logs
☐ Vehicle use records
🔷 ENTITY‑SPECIFIC TAX ITEMS
Single‑Member LLC / Sole Proprietor
☐ Home office details
☐ Mileage log
☐ Vehicle use records
Multi‑Member LLC / Partnership
☐ Partnership agreement
☐ Guaranteed payments
☐ K‑1 allocation details
S‑Corporation
☐ Officer salary documentation
☐ Shareholder distributions
☐ Shareholder basis information
☐ K‑1s
C‑Corporation
☐ Dividend records
☐ Shareholder information
Non‑Profit
☐ Donation records
☐ Grant letters
☐ Program vs. administrative expense breakdown
🔷 ADDITIONAL ITEMS
☐ Estimated tax payments
☐ Inventory counts
☐ IRS / state notices
Returning Client — Checklist
Please upload the following for this tax year:
Required
☐ Full‑year bank statements
☐ Full‑year credit card statements
☐ Profit & Loss Statement
☐ Balance Sheet
☐ Loan statements (if any)
☐ Payroll reports (if applicable)
Income
☐ 1099‑K / 1099‑NEC / 1099‑MISC
☐ Sales reports
☐ Any new income sources
Expenses
☐ Updated expense list
☐ Receipts for major purchases
Assets
☐ New equipment or vehicle purchases
☐ Asset disposals
☐ Updated mileage log
Entity‑Specific
☐ K‑1s (Partnerships & S‑Corps)
☐ Officer compensation (S‑Corp)
☐ Donation/grant records (Non‑Profit)
If anything changed
☐ Ownership changes
☐ Address changes
☐ New lines of business
