TAX N TIPS - BUSINESS RECORDS CHECKLIST
Prepare these records where relevant. Your agreed service determines what we need.

- Business activity, entity type and reporting periods
- Accounting software and last completed bookkeeping period
- Business bank and credit card account list and statements
- Sales records, outstanding customer invoices and unpaid vendor bills
- Payroll reports if payroll is in scope
- Vendor payment records and existing W-9s for contractor reporting
- Prior financial statements and unresolved bookkeeping questions
- Requested report dates and document list for reporting projects

Gather records first. Wait for onboarding instructions before sharing documents.
Do not put tax identifiers, bank details or documents in the public inquiry form.
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Questions: https://taxntips.com/contact