Small Business Taxes: Bookkeeping Reports Your Tax Preparer Actually Needs

Clean bookkeeping makes business tax filing faster and more accurate. Here are the reports and details that typically matter most.

Key reports

• Profit & Loss (full year) • Balance Sheet • General Ledger • Payroll summaries (if applicable) • 1099 contractor totals (if applicable)

Other helpful items

• Business bank/credit card statements • Asset purchases • Loan statements • Sales tax filings (if applicable)

Next step

Submit the tax form on our website and we’ll tell you exactly what to provide based on your business type.

For ongoing recordkeeping, cleanup, reconciliations, and reporting support, explore Trinity Bookkeeping Services.