Resources
Secure access and useful starting lists.
Use the portal for private documents. Use the checklists to prepare.
Before we begin
Two practical checklists.
01Getting ready for tax preparation
Start with income records and the events that made this year different.
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Getting ready for tax preparation
Start with income records and the events that made this year different.
- Income statements and tax forms received for the year
- Records for deductible business or rental expenses
- Prior-year return information if Heritage did not prepare it
- Notes about a move, new dependent, property sale, or new business
02Keeping business records usable
A simple monthly routine prevents year-end from becoming a reconstruction project.
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Keeping business records usable
A simple monthly routine prevents year-end from becoming a reconstruction project.
- Keep business and personal activity separate
- Reconcile bank and credit accounts to the books
- Save source records for unusual or significant transactions
- Write down unresolved questions while the details are familiar
Still not sure what to gather?