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Tax season is easy when the books are already closed, and painful when they are not. I built this checklist to walk you through the year end close one month at a time, so by February your tax preparer has everything they need and you already know your numbers.
October: get the books current and clean
November: plan taxes while you can still change the outcome
December: make your final moves before December 31
January: close the year and file your information returns
February to April: hand off a complete packet and file on time
27 steps · 10 pages · For sole proprietors, LLCs, S corporations, partnerships, and nonprofits
Tax season is easy when the books are already closed, and painful when they are not. I built this checklist to walk you through the year end close one month at a time, so by February your tax preparer has everything they need and you already know your numbers.
October: get the books current and clean
November: plan taxes while you can still change the outcome
December: make your final moves before December 31
January: close the year and file your information returns
February to April: hand off a complete packet and file on time
27 steps · 10 pages · For sole proprietors, LLCs, S corporations, partnerships, and nonprofits