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GET ORGANIZED WITH THIS
TAX PREPARATION CHECKLIST
Tax season is in full swing, and the first
deadline is quickly approaching.It can
be a stressful for many but there are
wa...
BASIC INFORMATION
NEEDED
Before filling taxes make sure you have all
the general info like social security
number, busines...
G A T H E R U P A L L T H E
R E Q U I R E D D O C U M E N T S
Keep records of all your current year income
and deductible ...
Select the correct tax form depending on
type of income. You can download the latest
and the correct copy of the form and
...
BOOKKEEPING RECORDS AND
FINANCIAL STATEMENTS
Having copies of your financial statements and
bookkeeping records make prepa...
KEEP COPY OF YOUR PAST
TAX RETURN
Keep copy of previous year returns so that you
can look at last year’s return while prep...
BE AWARE OF UPCOMING
TAX CHANGES
6
Before you complete your tax return for 2016
there are some changes you should be aware...
DONOTFORGETTOCLAIM
DEDUCTIONFORTAXSAVING
INVESTMENTS
Check all your investments and see which ones
are eligible for deduct...
ENSURE TIMELY FILING OF YOUR
RETURN
Deadline for filing taxes is generally the same
each year — April 15. There’s a bit of...
THANKS FOR WATCHING 
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Get Organized with this Tax Preparation Checklist

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Are you wondering what you need to know before preparing your tax return? Go through the following checklist to simplify the tax filing process. To know in detail about tax preparation visit : https://www.cogneesol.com/tax-preparations

Publié dans : Business
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Get Organized with this Tax Preparation Checklist

  1. 1. GET ORGANIZED WITH THIS TAX PREPARATION CHECKLIST
  2. 2. Tax season is in full swing, and the first deadline is quickly approaching.It can be a stressful for many but there are ways to minimize the stress. Before you meet with your CPA or begin filling out your tax forms, gather all the required tax documents and upcoming tax changes. Use this guide to make sure you’re prepared for tax season.
  3. 3. BASIC INFORMATION NEEDED Before filling taxes make sure you have all the general info like social security number, business name, business address. 1
  4. 4. G A T H E R U P A L L T H E R E Q U I R E D D O C U M E N T S Keep records of all your current year income and deductible expenses and prepare a report of earnings and expenses in a excel sheet or a notebook. This help you manage every little detail and make you income calculation much simpler. 2
  5. 5. Select the correct tax form depending on type of income. You can download the latest and the correct copy of the form and instructions from the official website. C H O O S I N G T H E C O R R E C T T A X F O R M T O F I L E 13
  6. 6. BOOKKEEPING RECORDS AND FINANCIAL STATEMENTS Having copies of your financial statements and bookkeeping records make preparation of upcoming tax return make it easier. Make sure you have the documents like journal entries, Profit & Loss Statement and balance sheet when you meet with your CPA for Tax Preparation. 4
  7. 7. KEEP COPY OF YOUR PAST TAX RETURN Keep copy of previous year returns so that you can look at last year’s return while preparing this year’s tax return. It’s a handy reference, and reminds you of deductions you may have forgotten.This information will make it easier to file your taxes next year. 5
  8. 8. BE AWARE OF UPCOMING TAX CHANGES 6 Before you complete your tax return for 2016 there are some changes you should be aware of in case they affect you.
  9. 9. DONOTFORGETTOCLAIM DEDUCTIONFORTAXSAVING INVESTMENTS Check all your investments and see which ones are eligible for deductions. Make claim all eligible deduction and fill the relevant information columns in the forms to ensure that you do get credit for your investments at the time of processing of returns. 7
  10. 10. ENSURE TIMELY FILING OF YOUR RETURN Deadline for filing taxes is generally the same each year — April 15. There’s a bit of flexibility if the date falls on the weekend or a legal holiday. Make sure that you are aware of the deadlines in order to avoid costly fines and penalties. Moreover, timely filing of return ensures faster processing and quick refunds if any. 8
  11. 11. THANKS FOR WATCHING 

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