Farm Business & Financial Management
Farm Tax Preparation Checklist
A checklist of papers and questions to gather before meeting your tax preparer about the farm return. Helps avoid missed deductions and last minute searches.
Download free PDF1 page, US Letter, prints clean in black and white
ChecklistFarm Business & Financial ManagementFree PDF
What is on this checklist
- Prior year return copy
- Income statements and sales records
- Receipts and expense records
- Government payment forms
- Loan interest statements
- Asset purchases and sales
- Inventory counts at year end
- Payroll records for hired help
- Vehicle and mileage records
- Questions to ask your preparer
How to use this checklist
Work down the list in the same order each time so nothing gets skipped. Anything marked FIX should be handled before the job starts and written down.
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 Grants. Between chores, farm.FM has farm humor, including Jesus Was Born on a Dairy Farm, and agribusiness farm stories.