2020 U.S. Small Business Tax Checklist

Need some help getting organized during tax season? Download a free small business tax checklist, and stay ahead of the tax filing deadline.

Need some help getting organized during tax season? Download a free small business tax checklist, and stay ahead of the tax filing deadline.

Tax season begins as soon as the new year starts. The official deadlines to file your business tax returns are March 15 2020 for S corporations and Partnerships, and April 15 2020 (now July 15, 2020) for sole proprietors and calendar year C corporations.

To help you stay ahead of deadlines this year, we put together a collection of tax preparation checklists that outline the basics you’ll need to address before you file.

Tax preparation for business owners

In order to meet the IRS requirements for filing your income tax returns, you’ll need accurate, up-to-date bookkeeping for the whole tax year. Many of the items on the checklist assume that you already have bookkeeping done (such as the trial balance, which is a summary of your financial transactions over the year).

The checklist won’t tell you everything you need to know about taxes—for example, it doesn’t cover making tax payments—but it will set you up for success so that you have every financial document you need for your CPA to file your taxes.

Download the checklist that corresponds to your business’s legal structure, and use it to gather and prepare all of the information you’ll need to file your small business tax return.

2020 U.S. Small Business Tax Checklist

Need some help getting organized during tax season? Download a free small business tax checklist, and stay ahead of the tax filing deadline.

Download the Guide

Enter your details, and we'll send you a free tax checklist, customized to your business type.

Here's how this checklist will help

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Avoid the scramble

Know exactly what documents you need beforehand.

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Catch all the deductions you can

We'll give you a list of the most common deductions, so you don't miss any.

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Understand your entity's unique requirements

Every entity has different tax requirements. Each checklist is tailored to your entity type.

Want a free month of bookkeeping?

Sign up for a trial of Bench. We’ll do one month of your bookkeeping and prepare a set of financial statements for you to keep. No pressure, no credit card required.

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