Tax document checklist · 941 · 940 · W-2

Payroll records

Supporting records for a business or partnership return. Payroll is a service GHL provides, not one of the four return types.

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All return types

Records to gather

Payroll records

Provide every item that applies to your return. If an item is unavailable or uncertain, identify it before preparation begins.

0 of 5 ready

Quarterly Forms 941 and the annual Form 940
State withholding and unemployment returns for every applicable state
Employee W-2s, Form W-3, contractor 1099-NECs, and W-9s
Payroll registers, pay-period detail, benefits, retirement deductions, and tax deposits
Reconciliation of annual payroll totals to the business books

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Bring every noticeInclude all pages, the envelope, response dates, and any correspondence already sent or received.Flag unanswered questionsList uncertain classifications, missing records, deadlines, extensions, asset sales, loans, transfers, or distributions.

Before preparation begins

Complete. Accurate. Organized.

GHL cannot complete a return until the required information is complete and accurate. Check every item that applies, and identify anything unavailable or uncertain before submitting your records.

Complete: Include every applicable tax form, statement, notice, and supporting record.
Accurate: Confirm names, tax IDs, totals, dates, ownership, and payment amounts.
Organized: Label files by tax year, taxpayer or entity, account, and document type.

Tax preparation fees assume usable records.

Bookkeeping services are available when needed and are billed separately. Time required to organize, reconcile, reconstruct, research, or locate missing information is outside standard return preparation and may increase the final cost.

Bookkeeping and cleanup: Recording transactions, correcting accounts, or completing unfinished books.
Reconciliation and reconstruction: Resolving differences or rebuilding activity from statements and source documents.
Missing-information follow-up: Repeated requests, research, or time spent locating and organizing necessary data.

Next step

Ask about payroll

Tell GHL what you need, and GHL will contact you about availability, scope and fees.

Asking does not begin work.

Ask about payroll

Send documents through the Secure Client Portal. Never attach tax documents, account numbers or Social Security numbers to a web form or an email. If you engage GHL, it gives you portal access when that engagement starts.