​Business and Rental Property Checklist

• Business Name
  

• Federal ID Number
  

• Name, Birthday, SSN, Address & Phone number of each owner
  

• Profit & Loss Statement (This is a list of your total income and expenses by category.  See example on the Business info Sheet). 
  

• Balance Sheet (only if your revenue was over $250,000).
  

• List of any depreciated property that was sold during the year.
  

• List of any new large equipment or capital that was purchased during the year
  

• Mileage (Total mileage and business use of vehicles)
  

• Home office and total sq. footage, utilities paid, cell phone costs
  

​

Rental Properties

• Rental Address
  

• Purchase price (for new properties)
  

• Profit & Loss Statement for each property (See example on the Rental Info Sheet).
  

• Closing documents for any properties sold during the year

• Mileage (Total mileage and business use of vehicles)