Interior Design Tax
Preparation Checklist
This checklist ensures that all necessary documents and information are compiled, helping to streamline our tax filing process and ensure compliance with tax regulations. Please tick the box as each item is completed.
Basic Information
Verify EIN and business registration details | |
Review last year's return for carry-forward items | |
Confirm contact details and availability | |
Income Documentation
Gather all accounts statements for the year | |
Compile all issued invoices | |
Collect receipts from sales or services | |
Document dividends, interest, and other investment returns | |
Investment Income
Collect receipts and invoices | |
Summarize travel logs and related expenses | |
Compile rent payment proofs | |
Gather utility bills related to business premises | |
Prepare W-2s and 1099s for employees and contractors | |
Deductions
Document all charitable donations made | |
Gather receipts for educational seminars or classes | |
Prepare depreciation schedules for assets | |
Credits
Document any eligible energy-saving improvements | |
Review eligibility for any small business tax credits | |
Additional Documents
Collect proofs of estimated tax payments | |
Include any official communications received during the year | |
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