Accounting
- Current-year general ledger
- Trial balance
- Profit and loss statement
- Balance sheet
- Bank reconciliations
- Credit-card reconciliations
Client resource
Business Tax Return Checklist
For corporations, S corporations, partnerships and other business entities. The exact information required depends upon your entity and accounting arrangement. If Evening Star maintains your books, some of these items may already be available to us.
Bank & debt
- Year-end bank statements
- Loan statements
- New financing
- Loan payoff information
- Refinancing documents
Fixed assets
- Equipment purchases
- Vehicle purchases
- Furniture
- Computers
- Machinery
- Property improvements
- Assets sold or disposed of
Please include acquisition and disposition dates along with cost.
Payroll
- Year-end payroll reports
- W-2s
- Payroll tax filings if payroll is handled elsewhere
- Officer compensation
- Owner payroll
Owners / partners / shareholders
As applicable:
- Contributions
- Distributions
- Loans to or from owners
- Ownership changes
- New owners
- Departing owners
- Capital activity
Major transactions
Notify Evening Star about:
- Business purchase
- Business sale
- Asset sale
- New partner or shareholder
- Redemption
- New entity
- Entity closure
- Major financing
- Significant asset purchase
State activity
Notify Evening Star if the company:
- Started operating in another state
- Hired employees in another state
- Opened another location
- Sold into new jurisdictions
- Had other material interstate activity