TEL: 6266883448
Light opens up taxation
Basic documents required for company tax filing
I. Company Basic Information
Company registration documents, EIN tax number
Company address, telephone number, and date of establishment
Information on company executives and shareholders (name, position, SSN/ITIN, shareholding percentage, compensation details)
Company's main business and industry description
II. Previous Years' Company Tax Forms
Complete company tax returns (federal and state) for the previous year
If you change accountants, please be sure to provide past tax returns and relevant explanations.
III. Estimated Tax for Companies
If you paid quarterly estimated tax in the current year, please provide payment records.
Common quarterly payment dates: April 15, June 15, September 15, January 15
IV. Financial Data and Income and Expenditure Records
Income Statement
Balance Sheet
Company bank statements, income and expense vouchers
It is recommended to provide a summary table of asset and expense categories.
V. Key Expenditures (which help to legally reduce taxes)
Business meal expenses: limited to business-related purposes only, typically 50% deductible. Please specify business purpose in the remarks.
Commercial vehicles: fuel costs, maintenance, insurance, parking fees, mileage or depreciation, etc.
📌 A friendly reminder: the more complete the documents you prepare, the more efficient your tax filing will be and the less likely you are to miss anything or have to pay additional taxes.
If you are unsure whether a certain document is required, it is recommended to submit it along with the document so that the accountant can help determine its validity.
📌 Self-employed/Company Business [Deductible Expenses]
👉 Only fill in expenses related to earning money; living expenses cannot be deducted.
1️⃣ Advertising Fees
Amount: $__________
(Promotional materials, business cards, WeChat/Xiaohongshu/online advertising, etc.)
2️⃣ Vehicle Costs/Mileage
□ Fill in the distance: __________ miles
or
□ Total vehicle-related expenses: $__________
(Fuel costs, maintenance fees, parking fees, etc.)
3️⃣ Mobile phone expenses (for work)
Amount: $__________
4️⃣ Internet fee (for work)
Amount: $__________
5️⃣ Office/Work Supplies
Amount: $__________
(Stationery, paper, work consumables, etc.)
6️⃣ Office rent
Amount: $__________
7️⃣ Service fees paid to others
Amount: $__________
(Helping others, cooperation fees, etc.)
8️⃣ Commercial Insurance
Amount: $__________
(Commercial vehicle insurance, liability insurance, etc.)
9️⃣ Business meal expenses / Business travel expenses / Business gifts
Amount: $__________
(Meals, business trips, and gifts related to clients or business)
10. Notes / Other unlisted but business-related expenses
Amount: $__________
illustrate:___________________________________
⚠️ Important Reminder
❌ Daily living expenses cannot be deducted.
✅ Only fill in expenses directly related to making money.
Application deadline
