Year-End Bookkeeping & Tax-Ready Records
Prepare an organized set of records for the agreed year, without confusing bookkeeping completion with a tax return filing.
Define the reporting period
- Reconciled accounts and outstanding differences
- Year-end income and expense reports
- Questions about assets, payroll, inventory and owner transactions
- Records needed by the assigned tax practitioner
A tax practitioner makes the tax decisions. Bookkeeping reports do not establish that every filing requirement has been met.