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Corporate Tax Filing checklist
Company Information Verification
Confirm the accuracy of the company's legal name and any DBA (Doing Business As) names
Verify the company's registered address, and update if necessary
Check and update the company's contact information, including email and phone numbers
Financial Documents Preparation
Compile the trial balance and adjust for any end-of-year entries
Gather all bank statements and reconcile with company records
Prepare a detailed income statement and balance sheet for the fiscal year
Tax Document Collection
Collect all relevant tax forms and schedules required for filing
Ensure all payroll tax filings are complete and available
Gather documentation for deductions, credits, and other tax benefits
Compliance Review
Review the company's compliance with local, state, and federal tax regulations
Verify that all estimated tax payments were made on time and in the correct amounts
Check for any changes in tax laws that could affect the current year's tax filing
Filing and Deadlines
Determine the appropriate tax forms needed for the corporate tax return
Confirm the filing deadline for the current tax year
Establish a timeline to complete the tax return well before the due date
Consultation and Review
Schedule a consultation with the company's tax advisor or accountant
Review the completed tax return with the company's management or board
Perform a final check for accuracy and completeness before submission
