Small Business Taxes & Management

Checklists and Worksheets



Small Business Taxes & ManagementTM--Copyright 2023, A/N Group, Inc.


We've produced some checklists and worksheets to make tax return preparation, planning, etc. easier. These are not intended to cover all possibilities nor do they provide much detail. Instead, they're intended to be a list of the most commonly encountered issues, points, etc. with reminders of potential issues. Even tax professionals may have to do some research. Our intention is to provide a list to help avoid missing important points.  


Section 179 Expensing Election
Home Improvements -- Basis Additions
Carryforward Items
Self-Employment Income Subject to SECA Tax
Other Income Items Form 1040, Line 21
Job Expenses and Miscellaneous Deductions Schedule A
Mortgage Interest Deduction
Other Taxes Reportable on Form 1040
IRA/Pension Plan Rollover Chart
Other Adjustments to AGI-Form 1040, Line 36
Exceptions to Early Distribution Penalty
Work Opportunity Tax Credit
Child and Dependent Care Tax Credit
Moving Expenses
Year-End Checklist
Charitable Contributions



Net Operating Loss--Business-Nonbusiness Income and Deductions for Individuals
Distance Test for Moving Expenses


Copyright 2023 by A/N Group, Inc. This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is distributed with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional should be sought. The information is not necessarily a complete summary of all materials on the subject. Copyright is not claimed on material from U.S. Government sources.--ISSN 1089-1536

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--Last Update 02/09/23