TAX COMPLIANCE & FILING CHECKLIST

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--- TAX CALENDAR & DEADLINE REVIEW ---
[ ] Next Tax Filing Deadline
[ ] Tax Jurisdiction (Federal, State, Local/Municipal, International)
[ ] Tax Types Due (Income Tax, Sales Tax, Payroll Tax, Property Tax, Use Tax)
[ ] Tax Form Reference Number
[ ] Notes on Upcoming Deadlines
[ ] Tax Calendar Schedule Document

--- DOCUMENTATION & RECORD KEEPING ---
[ ] Last Audit Date
[ ] Required Documents Verified (Bank Statements, Purchase Invoices, Payroll Summaries, Tax Return Copies, Revenue Reports)
[ ] Upload Supporting Tax Documentation
[ ] Missing Documentation Notes
[ ] Accountant Verification Signature

--- INCOME & REVENUE RECONCILIATION ---
[ ] Tax Period End Date
[ ] Total Revenue per Accounting Software
[ ] Total Revenue per Bank Statements
[ ] Discrepancy Amount
[ ] Notes on Revenue Discrepancies
[ ] Reconciliation Status (Matched, Discrepancy Found, Pending Investigation)
[ ] Revenue Reconciliation Report
[ ] Accountant Verification

--- EXPENSE & DEDUCTION VERIFICATION ---
[ ] Expense Categories Reviewed (Travel & Entertainment, Office Supplies, Rent & Utilities, Professional Services, Software & Subscriptions, Marketing & Advertising)
[ ] Review Period End Date
[ ] Total Deductible Amount Verified
[ ] Supporting Receipts & Invoices
[ ] Discrepancies or Audit Notes
[ ] Accountant/Reviewer Approval

--- PAYROLL & EMPLOYMENT TAX REVIEW ---
[ ] Payroll Period End Date
[ ] Total Gross Wages for Period
[ ] Tax Types Verified (Federal Income Tax, Social Security/Medicare, State Income Tax, Unemployment Tax (SUTA/FUTA))
[ ] Payroll Summary Report
[ ] Discrepancy Notes
[ ] Payroll Officer Approval

--- SALES & USE TAX AUDIT ---
[ ] Tax Period End Date
[ ] Total Sales Tax Collected
[ ] Total Use Tax Liability
[ ] Jurisdictions Reviewed (State Level, County Level, City/Municipal Level)
[ ] Sales Tax Report Attachment
[ ] Audit Discrepancy Found? (Yes, No)
[ ] Discrepancy Notes
[ ] Tax Officer Approval

--- ASSET & DEPRECIATION REVIEW ---
[ ] Review Completion Date
[ ] Total Depreciation Expense for Period
[ ] Assets Reviewed (Fixed Assets, Intangible Assets, Leased Equipment, Vehicles)
[ ] Disposed Assets Identified
[ ] Notes on Asset Revaluation or Impairment
[ ] Updated Depreciation Schedule
[ ] Controller Approval

--- FINAL REVIEW & FILING SUBMISSION ---
[ ] Tax Filing Submission Date
[ ] Tax Form Type (Income Tax, Sales Tax, Payroll Tax, Property Tax)
[ ] Pre-Submission Verification Steps (All figures reconciled with General Ledger, Supporting documents attached, Calculations double-checked, Authorized signer notified)
[ ] Confirmation of Filing/Receipt
[ ] Notes and Discrepancies
[ ] Reviewer Approval Signature

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