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.