41 Items to Check on Business Tax Returns

Woman's hand using a pencil on notepadA handy reviewer’s checklist.

By Ed Mendlowitz
Tax Season Opportunity Guide

Client ________________________ Year _____

Prepared By ___________________ Date _____

MORE: 9 Overlooked Tax Season Resources | More Services for Your Tax Clients | Can Your Reviewers Answer These 10 Questions? | 5 Small Leaks That Can Sink a Tax Season | 3 Steps to Tax Season Happiness
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Notes: 1) The term “owners” will be used to refer to stockholders, partners or members, as the case may be. 2) Even though “trial balance” is used in this checklist, you can use the company’s financial statements if those were what were used for the preparation of the tax return, or computer-generated statements.