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Tax season

Tax season covers the bookkeeping side of tax time: what the tax preparer needs from the books, finding contractor payments for 1099s, records for deductions such as meals and mileage, quarterly estimates, and how sole proprietor, S corp and partnership books differ. It stops short of tax advice and says where the preparer takes over. Start with Bookkeeping Handoff to a Tax Preparer: The Package, which lists everything to hand over.

  1. Year End Payroll Forms Checklist for Clients

    A year end payroll forms checklist for clients: W-2s, W-3, annual returns and the payroll totals to agree to the books and bank before they are filed.

    Published September 27, 2026payrollw-2year end

  2. How to Find 1099 Contractor Payments in the Books

    How to find 1099 contractor payments in a client's books from bank and card lines, check thresholds and payment methods, and list who needs a form.

    Published August 29, 20261099contractorsyear end

  3. Tax Deadlines for Bookkeepers: A Year Calendar

    Tax deadlines for bookkeepers across the year: 1099s, payroll forms, estimates and returns, and when each client's books must be closed to meet them.

    Published August 14, 2026deadlinestax calendarplanning

  4. Unfiled Tax Returns Bookkeeping: Rebuilding the Years

    Unfiled tax returns bookkeeping: rebuild each missing year from bank statements, in the order a preparer needs, with a summary per year to hand over.

    Published August 13, 2026unfiled returnsback yearscatch up

  5. Books Changed After Taxes Were Filed? What Now

    What to do when books changed after taxes were filed: judge the size of the change, tell the preparer, and decide whether to adjust this year or amend.

    Published August 8, 2026amended returnsprior yearclosing date

  6. Collecting W-9 Forms From Vendors Before January

    Collecting W-9 forms from vendors before January: which payees need one, a request email to send, and how to store forms for each client's 1099 work.

    Published June 24, 2026W-91099vendors

  7. Quarterly Estimated Taxes for Clients: The Books Side

    How bookkeeping supports quarterly estimated taxes for clients: closed quarters, profit to date, payments recorded right and reminders before each due date.

    Published June 3, 2026estimated taxquarterly closeowner draws

  8. A Fixed Asset List for the Tax Preparer

    Build a fixed asset list for the tax preparer from the year's statements: purchase date, cost, description and financing, plus anything sold or scrapped.

    Published May 30, 2026fixed assetsdepreciationyear end

  9. 1099-K vs Bank Deposits: Why the Totals Differ

    Why a 1099-K vs bank deposits never match: gross amounts, fees, refunds and timing, and a worksheet that explains the gap to the client's preparer.

    Published May 4, 20261099-Kdepositsreconciliation

  10. Home Office Expense Records Clients Should Keep

    Home office expense records to keep for clients: rent or mortgage, utilities and internet lines from statements, plus the space details a preparer will ask.

    Published May 4, 2026home officetax recordsyear end

  11. Meals Deduction Records From Card Statements

    Meals deduction records from card statements: who, why and where for each meal, separate accounts by rule, and the notes a preparer needs at year end.

    Published March 2, 2026mealssubstantiationcard statements

  12. A Tax Organizer for Bookkeeping Clients

    A tax organizer for bookkeeping clients that pulls from the books: what is filled in for them, what they still answer, and when to send it each year.

    Published February 25, 2026tax organizeryear endclient questions

  13. A Mileage Log for Tax Time That Holds Up

    Build a mileage log for tax time from client calendars and fuel lines on statements, with the details a log needs and what to do when there is none.

    Published January 18, 2026mileagevehicle recordssubstantiation

  14. Schedule C Bookkeeping: Mapping Accounts to Lines

    Schedule C bookkeeping for sole proprietor clients: map the chart of accounts to each line, keep owner draws out of expenses and flag mixed items.

    Published October 4, 2025schedule csole proprietorschart of accounts

  15. Books After a Tax Extension: What Still Has to Close

    What to finish on client books after a tax extension: the deadline that really moves, items to close first and how to keep the next year moving too.

    Published July 4, 2025extensionsyear endtax season

  16. Bookkeeping Handoff to a Tax Preparer: The Package

    What goes in a bookkeeping handoff to a tax preparer: closed books, balance proof for each account, open questions and a notes page they can read in minutes.

    Published May 26, 2025tax preparerhandoffyear end

  17. Cash vs Accrual for Small Business Taxes

    Cash vs accrual for small business taxes: how each method changes what the books show at year end, who may use cash, and the entries a switch takes.

    Published May 12, 2025accounting methodsaccrualyear end

  18. S Corp Bookkeeping: Payroll, Distributions and Books

    S corp bookkeeping: owner salary through payroll, distributions kept apart, accountable plan reimbursements and the year-end items the preparer checks.

    Published May 6, 2025S corporationowner payrolldistributions

  19. Reviewing Deductible Expenses Before Tax Time

    Reviewing deductible expenses before tax time: scan expense accounts for personal items, missing receipts and miscoding so the return starts from clean books.

    Published April 29, 2025deductionsexpense reviewreceipts

  20. Retirement Contributions in Client Books

    Where retirement contributions in client books belong: owner versus employee amounts, plan payments seen on statements, and the totals a preparer asks for.

    Published February 9, 2025retirement plansowner contributionsyear end

  21. Partnership Bookkeeping: Capital Accounts by Partner

    Partnership bookkeeping: capital accounts per partner, contributions and draws from statements, guaranteed payments and what the preparer needs per partner.

    Published November 28, 2024partnershipscapital accountsequity