Organized business records make it easier to work with a tax preparer. Preparation should include a clear record of what is available, what is missing and who will answer questions about the figures.
Keep supporting records accessible
Agree how invoices, receipts, bank records and other supporting documents will be stored and retrieved. Use consistent names and periods so that a reported amount can be traced to the information behind it.
Outsourcing preparation does not remove the need to supply complete records. Identify an internal contact who understands the business and can coordinate responses.
Confirm the applicable dates
Ask the preparer and the relevant tax authority which filing dates and record requirements apply to the business. Build time into the internal schedule for missing information, review and corrections.
Share information securely
Use an agreed secure channel to provide business identification and requested documents. Include records of sales, returns, other income, inventory and business expenses as requested, and flag items that require an explanation.
Do not assume that every expense receives the same tax treatment. Give the preparer the facts needed to assess the applicable requirements and record any follow-up questions.
Maintain a working checklist
Track outstanding documents, questions, owners and deadlines. Keep a copy of the final records and the explanations supporting them. This is an organizational process, not a recommendation about deductions, credits or filing treatment.