Tax Surprise Checklist

Use this checklist to identify gaps in your records, estimated payments, unfinished filing items, and year-to-date readiness. It is an organizational tool—not a tax calculation or individualized tax advice.

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Part 1

Your numbers

My income and expenses are updated through the most recent month.

I know my approximate year-to-date business profit—not only the amount deposited into my account.

My business bank and credit-card activity has been reviewed and categorized.

I can explain major changes in revenue or expenses compared with last year.

Part 2

Estimated payments and withholding

I know whether estimated-tax payments apply to my situation.

I know how much I have already paid in federal and state estimated taxes this year.

My current estimated-payment amount reflects this year’s income—not an outdated assumption.

If I also have W-2 income, I have considered whether my withholding is sufficient.

Part 3

Business records

I keep business and personal spending reasonably separate.

I am tracking mileage or vehicle costs where relevant.

I retain support for major purchases, equipment, subscriptions, and other business expenses.

I have records for contractors, payroll, or other worker payments where applicable.

Part 4

Deadlines and changes that deserve attention

If I filed an extension, I know what is still missing and when the return needs to be completed.

I have accounted for a new business, side job, major income increase, or major life change.

If I formed an LLC, I understand how it is currently taxed.

I know which records my tax preparer will need, and I have a plan to organize them before tax season.

Your readiness

0/16

Check the items that are already handled.

Several unchecked boxes?

A readiness review can help identify what to organize, whether estimated payments need attention, and what should happen before an extension deadline or filing season.

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Do not send tax documents or sensitive personal information through the website intake form.

Want a second set of eyes?

Tell KRAS Tax which items are unclear. The first conversation is used to determine whether a formal review would be useful.

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