Whether you see a tax professional or prepare your own taxes.

Small Business Tax Prep Checklist
Personal Information

Your social security number or tax ID number
Your spouse’s full name and social security number or tax ID number
Amount of any alimony paid and ex-spouse’s full name and social security number
Your tax returns for the previous three years. Your Tax Professional can check them for accuracy
Information About Other People Who May Belong on Your Return

Dates of birth and social security numbers or tax ID numbers
Childcare records (including the provider’s tax ID number) if applicable<l/i>
Income of other adults in your home
Form 8332 showing that the child’s custodial parent is releasing their right to claim a child to you, the noncustodial parent (if applicable)
Education Payments

Forms 1098-T from educational institutions
Receipts that itemize qualified educational expenses
Records of any scholarships or fellowships you receivedForm1098-E if you paid student loan interest
Employee Information

Forms W-2
Self-Employment Information

Forms 1099-MISC, Schedules K-1, income records to verify amounts not reported on 1099s
Records of all expenses — check registers or credit card statements, and receipts
Business-use asset information (cost, date placed in service, etc.) for depreciation
Office in home information, if applicable
Business Use of Vehicle Information

Log showing total miles driven for the year (or beginning/ending odometer readings), total business miles driven for the year (other than commuting), and the business purpose of the mileage
Amount of parking and tolls paid
If you want to claim actual expenses, receipts or totals for gas, oil, car washes, licenses, personal property tax, lease or interest expense, etc.
Rental Property Income

Records of income and expenses
Rental asset information (cost, date placed in service, etc.) for depreciation
Retirement Income

Pension/IRA/annuity income (1099-R)
Social security/RRB income (1099-SSA, RRB-1099)
Savings and Investments

Interest, dividend income (1099-INT, 1099-OID, 1099-DIV)
Income from sales of stock or other property (1099-B, 1099-S)
Dates of acquisition and records of your cost or other basis in property you sold (if basis is not reported on 1099-B)
Other Income

Unemployment, state tax refund (1099-G)
Gambling income (W-2G or records showing income, as well as expense records)
Amount of any alimony received
Health Savings Account and long-term care reimbursements (1099-SA or 1099-LTC)
Jury duty records
Hobby income and expenses
Prizes and awards
Other 1099
Affordable Care Act

Form 1095-A if you enrolled in an insured plan through the Marketplace (Exchange)
Marketplace exemption certificate if you applied for and received an exemption from the Marketplace (Exchange)
Other Deductions and Credits

Receipts for classroom expenses (for educators in grades K-12)
Form 5498-SA showing HSA contributions
Record of moving expenses not reimbursed by employer
Forms 1098 or other mortgage interest statements
Amount of state/local income tax paid (other than wage withholding), or amount of state and local sales tax paid
Real estate and personal property tax records
Invoice showing amount of vehicle sales tax paid
Cash amounts donated to houses of worship, schools, other charitable organizations
Records of non-cash charitable donations
Amounts paid for healthcare insurance and to doctors, dentists, hospitals
Amounts of miles driven for charitable or medical purposes
Expenses related to your investments
Amount paid for preparation of last year’s tax return
Employment-related expenses (dues, publications, tools, uniform cost and cleaning, travel)
Job-hunting expenses
Receipts for energy-saving home improvements
Record of estimated tax payments made
IRA Information

Form 5498 showing IRA contributions
Traditional IRA basis
If you were affected by a federally declared disaster