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Small Business Tax Compliance Checklist

Stay ahead of deadlines and avoid penalties. Work through your quarterly and annual tax requirements — then download your personalized checklist.

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Never Miss a Tax Deadline Again

This checklist covers the key federal and state tax obligations for small business owners — organized by quarter and year-end. Check off completed items, capture your progress, and download a summary to share with your accountant.

Send W-2s to employees (due January 31)Send 1099-NEC to contractors (due January 31)File W-2s and 1099s with the IRS (due January 31)Pay Q4 estimated taxes from prior year (due January 15)Reconcile all bank and credit card accounts for prior yearGather all receipts and expense records for prior yearReview payroll tax deposits for accuracyFile annual FUTA (Form 940) if applicable (due January 31)

Prepare complete profit & loss statement for the yearPrepare balance sheet as of December 31Reconcile all business bank and credit card accountsConfirm total payroll and payroll taxes paidIdentify all contractors paid $600+ for 1099 preparationReview fixed assets and depreciation schedulesDocument home office deduction (if applicable)Review vehicle use logs for business mileage deductionConfirm health insurance premiums paid (self-employed deduction)Review and document all business meals and entertainmentVerify state and local tax obligations are currentSchedule year-end consultation with your tax professional

Priority: High — time-sensitive deadline Medium — important but flexible Low — good practice

Get Your Personalized Checklist

Enter your details below to download a printable version of this checklist — customized with your business type and a note from our team.

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Need Help Staying Compliant?

Our team handles quarterly check-ins, estimated tax payments, and year-end filing so you can focus on running your business.

Schedule a Free Consultation 667-231-1651