Xendoo U • Small Business Learning Center

Tax Document Checklist for Xendoo Customers

1 min read

Xendoo U • Small Business Learning Center

Tax Document Checklist for Xendoo Customers

1 min read

Home | Xendoo-U | Tax Document Checklist for Xendoo Customers

It’s tax time! Let’s make it simple. Upload your documents so your team can maximize your savings and keep you compliant.

Individual Return / Sole Proprietors / Single Member LLC

 

  Prior year’s tax return

  W2s, 1099s, K1s, etc.

  End-of-Year Loan Statements (single member and Sole-props only)

  Full names, dates of birth and Social Security #s for all in your family (click here for our template)

Whether everyone in each household had medical insurance?      Yes      No

  Estimated tax payments, if applicable

Itemized deductions such as:

  Summary medical expenses

  Mortgage interest

  Real estate taxes

  Charitable contributions

  Additional Schedule-C businesses or rental properties

  Summary of income and expenses for each

  End-of-Year loan statements (single member LLC and sole-props only)

 

S Corps / Partnerships / Multi-Member LLCs

 

  Prior year’s tax return

Year-end loan statements or amortization schedules

Year-end inventory balances

Due to/due from affiliated companies year-end balances

  Name, address, SSN or tax ID for all shareholders, partners or members (click here for our template)

 

C Corps

 

  Prior year’s tax return

Year-end loan statements or amortization schedules

Year-end inventory balances

Due to/due from affiliated companies year-end balances

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