If you have filed an extension for your 2018 business returns, they are due on or before September 16, 2019.
If we are preparing your returns, we will need the following information no later than August 22, 2019 to file your returns by the deadline.
-QuickBooks users:
Provide a copy of your QuickBooks file to us. Include password if one is required to open the file.
Print and include Reports: Profit & Loss, Trial Balance and Balance Sheet.
-If you do not use QuickBooks or another accounting program:
Provide a list of income and totals for categorized expenses for the year.
Please also include your bank statements and check register(s).
If you purchased business equipment during the year, please include receipts and any loan statements if financed.