How to organize paperwork for your tax preparer
Hand over clean records at tax time instead of a shoebox.
- Separate business and personal. Use a business account and card so records are not mixed.
- Collect income records. Gather invoices, deposits and any 1099 forms you received.
- Collect expense records. Keep receipts for parts, fuel, tools, insurance and subcontractors.
- Track vehicle use. Keep a mileage log if you claim vehicle costs.
- List assets bought. Note equipment and vehicles bought in the year with dates and prices.
- Send one organized package. Give your preparer a labeled folder and ask what else they need.
Common questions
How long should I keep records?
Ask your accountant. Retention rules depend on your situation.
Is this tax advice?
No. It is general information. Verify with your accountant.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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