10/07/2026
Do you already have ALL of the financial documents you’ll need for your business before the end of the year? 🤔
Maybe you think you do, but are you 100% sure? 😬
As we start the 4th quarter, now is the perfect time to double-check! 🤩
(I know, you're probably thinking, "It's barely even October!" 😂 But just think how good you'll feel heading into the busy holiday season with some—or all!—of these things marked off your To-Do list!) 🥳
Here are some of the most common documents you may need, along with a few tips on which time-consuming items you should start working on now:
𝗕𝗔𝗡𝗞 𝗗𝗢𝗖𝗨𝗠𝗘𝗡𝗧𝗦
✅ Bank Statements
✅ Credit Card Statements
✅ Loan + Financing Statements
⏰ Keep in mind, some banks only keep PDF statements online for 3–6 months and may require special requests for older ones.
𝗘𝗫𝗣𝗘𝗡𝗦𝗘𝗦
✅ Receipts
✅ Mileage Log
✅ Asset Purchase Details
✅ Business Expenses on Personal Accounts
⏰ Try to start early with charges on personal accounts—it’s hard to remember which Amazon charges were business or personal after 11 months!
𝗘𝗠𝗣𝗟𝗢𝗬𝗘𝗘 𝗣𝗔𝗣𝗘𝗥𝗪𝗢𝗥𝗞
✅ Payroll Documents
✅ Updated Employee Information for W-2s
✅ Request W-9s from Vendors for 1099s
⏰ Because you’re dependent on the response times of others, it’s a good idea to start early! (And don’t forget—some 1099s are due in January, not April!)
𝗢𝗧𝗛𝗘𝗥 𝗖𝗢𝗠𝗣𝗔𝗡𝗬 𝗣𝗔𝗣𝗘𝗥𝗪𝗢𝗥𝗞
✅ Tax Forms for Your Specific Business Structure
✅ Last Year’s Business Tax Return
✅ Partnership Agreements
✅ And More
I know, it’s probably a longer list than you thought, right? 😬
That’s why I wanted to share this list (and the helpful article below 👇) with you now, so you can get a jump start on it! 🥰
https://www.hrblock.com/tax-prep-checklist/what-do-i-need-to-file-taxes/