CHECK LIST FOR F25 BUSINESS CONTACT

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DOCUMENTS

STATUS

FINANCIAL STATEMENT

1

A detailed income statement summarizing all revenue and expenses by category, including payroll and operating expenses

2

Meeting space rentals

3

Travel (mileage at 0.645 mile)

4

Healthcare

5

Out-of-pocket cash purchases

6

Do you have an invoice?

7

Did you pay wages on Gusto?

8

Are you doing a retirement account for your staff?

9

401K contribution

10

401k match

11

W2s

12

940s

13

941s

14

TWC documents

15

1099s

16

K1

17

Capital Contributions