Step 1: Business Identity

• EIN confirmation letter

• Business registration / Articles of Organization

• Owner’s government ID

Step 2: Business Income

• 1099‑NEC

• 1099‑K

• Sales reports (POS, Shopify, Square, PayPal, etc.)

• Bank statements showing deposits

Step 3: Business Expenses

• Receipts for supplies, tools, software, subscriptions

• Rent, utilities, phone/internet bills

• Mileage log or vehicle expenses

• Contractor payments (with 1099s if issued)

Step 4: Payroll & Employees (If Applicable)

• Payroll reports

• W‑2s issued to employees

• Quarterly payroll tax filings

Step 5: Assets & Loans

• Equipment purchase receipts

• Vehicle purchase documents

• Loan statements (SBA, business loans, etc.)

Step 6: Additional Documents

• Prior year business tax return

• IRS or state notices

• Sales tax filings (if applicable)