Every document your business needs for tax season — organized by entity type, industry, and state
- Select your business type, industry, and state
- Check off documents as you gather them — progress saves automatically
- Share the checklist with your CPA or print it for your records
Proof: Covers 7 entity types, 9 industries, and 10 state-specific requirement sets
Get a personalized list of every tax document your business needs — based on your entity type, industry, and state. Track progress and share with your CPA.
- Covers sole proprietorships, LLCs, S-corps, C-corps, partnerships, nonprofits, and freelancers with entity-specific forms and schedules.
- Includes industry-specific documents for construction, healthcare, real estate, retail, professional services, and more.
- State-specific requirements for 10 states with unique filing obligations beyond federal forms.
Free, no signup, and your progress saves automatically in your browser.
Tax season means tracking down W-2s, 1099s, receipts, depreciation schedules, and state-specific forms — different for every business type. This tool builds a complete checklist tailored to your situation so nothing falls through the cracks.
Free, no signup, and progress saves in your browser until you need it.
Document checklist
Select your business type, industry, and state below. Check off documents as you gather them.
Why a checklist matters
Disorganized tax prep costs real money. Here are three ways a checklist pays for itself.
Missed deductions cost money
The average small business misses deductions every year simply because the supporting documents were never gathered. A checklist ensures every deductible expense has a document trail.
Extensions cost money
Filing extensions often mean penalties and interest on unpaid balances. The most common reason for extensions is missing documents. A checklist helps you gather everything before the deadline.
Organized docs = lower CPA bills
CPAs bill by the hour. When you show up with a complete, organized set of documents, your preparer spends less time chasing missing items and more time finding savings.
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Frequently asked questions
Is this checklist specific to my business type?
Yes. The checklist adapts based on your entity type—sole proprietorship, LLC, S-corp, C-corp, partnership, nonprofit, or freelancer. Each entity type has different filing requirements, forms, and deduction categories. Select your business type to see only the documents that apply to you.
Does this cover state-specific tax requirements?
Yes. The checklist includes state-specific requirement sets for 10 states with unique filing obligations. Select your state to see additional documents beyond federal requirements, including state-specific forms, franchise tax filings, and local business tax obligations.
Can I save my progress and come back later?
Yes. Your progress saves automatically in your browser using local storage. You can close the tab, come back days later, and pick up exactly where you left off. No account or signup required.
Can I share this checklist with my CPA or bookkeeper?
Yes. You can share your checklist via a link, print it, or export it. This makes it easy to hand off to your CPA, bookkeeper, or tax preparer so they know exactly which documents you have gathered and which are still outstanding.
Is this checklist updated for the 2025 tax year?
Yes. The checklist reflects 2025 tax year requirements including current IRS forms, updated filing thresholds, and the latest state-specific obligations. Document requirements are reviewed and updated each tax season.
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