Small Business Tax Readiness Checklist and Accountant Package

TaxEaseNow reviews transactions, receipts, mileage, deduction categories, meals, home office evidence, and unusual items so small business owners can fix tax issues before year-end or before sending records to an accountant.

What Tax Readiness Checks

A practical monthly close workflow for tax evidence, categorization, and accountant handoff.

  • Missing Receipts
    Find expense transactions that need receipt images or document links before records go stale.
  • Uncategorized and Unmapped Transactions
    Identify transactions that still need a tax category or deduction mapping.
  • Meals, Home Office, and Mileage Evidence
    Review common audit-sensitive areas such as 50% meals, home office support, and business trip records.
  • Accountant Package
    Generate exports that combine categorized transactions with readiness notes and evidence links.