Beginning Farmer & Land Access
Beginning Farmer Tax Preparation Checklist
A checklist for beginning farmers preparing for tax filing. It lists records to gather and questions to bring to a tax professional. Fill it out in pencil so it is easy to update.
Download free PDF1 page, US Letter, prints clean in black and white
ChecklistBeginning Farmer & Land AccessFree PDF
What is on this checklist
- Income records by source
- Expense receipts sorted
- Bank statements
- Equipment purchase records
- Land and lease records
- Payroll records
- Prior year return
- Questions for tax preparer
- Filing and payment dates noted
How to use this checklist
Print a few copies and keep them where the work happens. Go item by item, tick OK, FIX or N/A, and write what needs attention in the notes.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with IRS and eXtension.
For more in this area, see the farm money and loan guides. Between chores, farm.FM has farm humor, including Man! I Feel Like a Farmer!, and agribusiness farm stories.