Year-end accountant handoff packet for a Schedule C business
Tax year: ______  Prepared through: ______  Accounting method: ______
Owner contact: ______  Open questions owner: ______
[ ] Prior return and prior-year depreciation / carryover schedules
[ ] Income ledger with gross sales, refunds, fees and payment dates
[ ] Payment processor annual summaries and payout reconciliation
[ ] Bank and card statements with all accounts identified
[ ] Expense ledger with receipt links and business purpose
[ ] Transfers, loans and owner contributions separately identified
[ ] Vehicle log, annual odometer totals and method history
[ ] Home-office area, qualifying dates and categorized expenses
[ ] Equipment purchases/disposals and dates placed in service
[ ] Retirement contributions, plan documents and other-plan deferrals
[ ] Federal and state estimated payments with confirmations
[ ] W-2/1099 forms cross-referenced to ledger entries, not added twice
[ ] Unresolved differences with amount, evidence needed and owner
Use the accountant's approved secure portal. Never include passwords in the packet.