Tax Prep Checklist for Small Business
$17
Tax season doesn't have to mean three weeks of digging through your inbox for last year's 1099s.
This is the checklist The Business Oracle uses to get organized before tax season hits — built specifically for small business owners, coaches, and self-employed entrepreneurs.
What's inside:
Income documents tracker (1099s, sales records, digital product sales, PayPal/Venmo)
Business expense categories (software, marketing, travel, education, home office)
Contractor & payroll documentation (1099s you need to issue, W-9s to collect)
Financial statements checklist (P&L, balance sheet, bank reconciliation)
Estimated tax payment due dates for the year
Personal info checklist (SSN, prior AGI, banking info for refunds)
Key tax deadlines, all in one place
Who it's for: Small business owners, coaches, and self-employed entrepreneurs who want to walk into tax season organized instead of panicked.
Format: Fillable PDF, 2 pages, instant download.
This checklist is for educational purposes only and does not constitute tax advice. Always consult a licensed CPA or tax professional.