This is either a very stressful time or an exciting time for you (time to test out how organized you were this year).  Behold, the tax papers checklist!  This list has been mostly used by our own team members here at  Our hopes is that it will keep your paperwork organized when you visit your tax preparer or when you sit down to DIY it.  

Our company is based in USA so if you're from a different country, feel free to copy this template and modify it to be relevant to you.

To import the small business tax return checklist (US) template.

  • Download the "Small Business Tax Prep Checklist (US).CSV" file below. 
  • Save the "Small Business Tax Prep Checklist (US).CSV" in CSV format locally.
  • Go to Get It Done app in your web browser 
  • Click on Import/Export at the bottom of the screen.
  • Click on Import from spreadsheet
  • Select the  "Small Business Tax Prep Checklist (US).CSV" file on your local drive.
  • You will see the tasks under Projects > Small Business Tax prep checklist (US) .