Financial records
✓
profit and loss statement
✓
balance sheet
✓
bank statements
✓
credit card statements
✓
loan statements
Tax Resource
Small Business Tax Organizer
A checklist for small business owners preparing books, documents, payroll records, and tax questions before filing.
Expense records
✓
receipts
✓
vendor bills
✓
contractor payments
✓
software subscriptions
✓
mileage and travel logs
✓
home office support where applicable
Payroll and contractor records
✓
payroll reports
✓
W-2 records
✓
1099 contractor records
✓
W-9 forms
✓
benefits and reimbursement details
Important: This guide is general educational information. Tax rules depend on your facts, location, entity type, records, and timing. Confirm your specific situation with a qualified tax professional.