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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, date of incorporation, and information on company executives and shareholders (names, positions, SSN/ITIN, shareholding percentages, and 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 taxes that year, please provide payment records. Common quarterly payment dates are: April 15, June 15, September 15, and January 15.
IV. Financial Data and Income and Expenditure Records
Income Statement
Balance Sheet
For 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 expenses, typically 50% deductible; please specify business purpose. Commercial vehicle expenses: fuel, maintenance, insurance, parking fees, mileage, or depreciation, etc.
📌 Warm Reminder
The more complete the information prepared, the more efficient the tax filing process will be and the less likely it is to be missed or to incur additional tax risks.
If you are unsure whether a certain document is required, it is recommended to submit it along with the document for assistance from an accountant.
📌 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
