Businesses/Self-Employed What to Bring/Send with Completed Worksheet
- IRS letter of recognition
- Copy of State License
- Record of Furniture, Fixtures and Equipment and cost
- Record of Ownership (all partners/shareholders)
- Record of Installment Payments and Receivables (if applicable)
Simple Record Keeping System:
- Bank Statements & copies of cancelled checks
- Cash/Credit Card Receipts or reports for business expenses (necessary and ordinary to industry to operate and produce income); mileage log or gas/auto maintenance
- Legal Documents
- Equipment & Vehicle Purchases
- Installment Payment Agreements & Receivables.