Follow Up With

🧾 Tax preparation template

Small business tax return template

A small business tax return checklist for S corporations, partnerships and sole proprietors: financial statements, asset purchases, payroll filings and owner information to collect before preparing the return.

Use this template

Free. Once it's in your account you can rename it, add or remove items, and change anything.

Each job is named
"2026 business tax return"
Usually repeats
Every year

Ask the client for

  • Year-end profit and loss and balance sheet

    Or accountant access to the books if we do not keep them.

  • December bank, credit card and loan statements

  • List of equipment, vehicles or property bought or sold

    With purchase dates and amounts.

  • Payroll filings for the year (Forms 941, 940 and W-3)

  • Copies of 1099s issued to contractors

  • Changes in ownership during the year

  • Vehicle mileage log and home office details

    Only if they claim them.

Your steps

  • Prepare the return and owner K-1s

  • Review with the client and file

Tips

  • Set the due date to your internal deadline, a few weeks before the filing deadline, so reminders start early enough.

How it works with Follow Up With

  1. 1

    Make it yours

    Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.

  2. 2

    Start it for a client

    Start a job in one click, or set it to repeat every year for each client so nobody has to remember.

  3. 3

    The assistant does the asking

    Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.

More tax preparation templates

Browse every industry →

Individual tax return (Form 1040)

The documents to collect for a personal tax return.

11 items ↻ every year

Quarterly estimated taxes

Collect year-to-date numbers and send estimated payment amounts.

4 items ↻ every quarter

IRS notice response

Gather what you need to answer a tax notice before its deadline.

6 items

Let the assistant do the asking

Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.

Start your 14-day free trial