Year-End Tax Prep for Bookkeepers (Everything I Sent My Accountant)

How do you prepare for year-end as a bookkeeper? This is the list of everything I sent my accountant this January so that he could prepare my taxes. You may need to help your bookkeeping clients with some of these documents and forms, or you may need to organize them for your own business. It's everything from accountant access to QuickBooks Online, to 1099 forms, Profit & Loss statements, payroll tax reports, W-2s, mortgage statements, and so much more.

RESOURCES MENTIONED IN VIDEO

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