Prepare Your Business Books with Our Tax Checklist

Fill out the form on this page to download The Small Business Checklist for Saving Money on Taxes.

Ready to save money on taxes?

Tax planning is the key to success—or in this case, the key to saving money on taxes.

Your bottom line is what defines your taxable income for the year. This handy checklist helps you estimate that taxable income by identifying which business activities you should track year-round to prepare for tax season.

Use this checklist to determine transactions that count towards your net income, as well as identify activities that you can claim as deductions to lower your tax responsibility for the year.

Get organized with the following:

  • Pull together all of the income you’ve received over the year to form a starting point for determining your tax liability
  • Aggregate your total expenses like transportation and travel or employer and payroll
  • Recommendations for keeping pristine records to make your tax process smooth and easy