Business Owner Compliance Checklist:
- Is there a W-4 and I-9 on file?
- Is the employee handbook up to date?
- Do I complete performance appraisals and reviews consistently for all
employees?
- Do I have current compliance posters in my office?
- Do I know how to handle a sexual harassment claim?
- Do I have procedures to train a new employee or discharge an employee?
- Is there a safety manual and do I comply with safety standards?
- Am I sure of the deposit due dates and do I have procedures to ensure they are met?
- Do I periodically check my software for correctness? (Tip: Circular E has the latest tables, rules and guidelines)
- Have I properly classified my employees as exempt or non-exempt under the Fair Labor Standards Act?
- Am I sure employee Social Security numbers are correct? (Tip: Go to www.ssa.gov/employer/ssnvspamphlet.htm to ensure proper SS numbers)
- Do I have any third party sick pay claims? (Tip: IRS Pub. 15-A has the rules)
Tax Topics
Helping you keep up with the latest tax news and items of interest for your family, your business and your life.
Download and fill out this free tax organizer before your appointment
Save time at your appointment! Take a moment to fill out this tax organizer ahead of time and bring it with you.
Download and Print the Organizer...

Want to know when to expect your income tax refund? Only the IRS can tell you for sure, visit their website and use their online tools for more.
Go to IRS Refund Site...
Quick Tax Tip - Mileage Rates
Log Book Necessary to Claim Business Miles
Current Year: The mileage rate for business travel in 2023 is 65.5 cents per mile. Medical or moving: 22 cents and Charitable: 14 cents.
Past Year: The mileage rate for business travel in 2022 from the beginning of the year until July 1st was 58.5 cents per mile. Medical or moving: 18 cents and Charitable: 14 cents. From July 1st through the end of the year was 62.5 cents per mile. Medical or moving: 22 cents and Charitable: 14 cents.
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