Tax Audit Preparation Checklist

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Organized all tax returns for the audit period (3 years typically) Gathered all supporting documentation (receipts, invoices, bank statements) Obtained copies of all filed tax returns and schedules Documented income sources (W-2s, 1099s, bank deposits) Organized expense documentation by category Prepared a timeline of business activities for the audit year Reviewed prior audit findings (if any) Consulted with a tax professional or CPA Gathered entity formation documents Obtained payroll records and tax deposits Organized depreciation schedules and asset records Prepared bank reconciliations for the audit period Documented any unusual transactions or deductions Organized contracts and agreements relevant to deductions Prepared a response strategy for anticipated questions

Tax Audit Preparation Checklist

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