Free downloadable tax resources for you and your clients

When your clients own and operate businesses, every day can feel like tax season. Without the right resources, chasing deadlines and missing forms for each quarter can lead to time wasted and energy spent. We know your firm has taxes on lock, but we hope you’ll share this list of free resources with any clients who need reminders, checklists, or help understanding the various forms.

From key deadline reminders to recommended to-do lists and tax consulting checklists, we’ve got everything you need to ensure peak performance during tax season and beyond. Our comprehensive guides will keep your clients up to speed on tax law changes and industry trends, and our free downloadable checklists will help your clients draw up plans that best suit their needs.

Ready to help your team and clients win? Dive into our resource library below.

Resources for you and your firm

Intuit Accountants Tax Planning Guide 2024-2025

This comprehensive guide for tax professions, tax advisors, and accountants from Intuit Accountants covers everything you’ll need to plan for the year ahead. It contains key deadlines, new tax law changes for tax year 2024, recommended to-do lists, and specialized tips for client life events to streamline your accounting processes. Stay on top of industry trends, including the rise of AI and compliance, and use these winning strategies to level up your business with premium clients.

Resources for your clients

Small business tax preparation checklist 

Tired of following up with clients who inevitably forget to submit a form or two? Reduce your tax season stress (and theirs) with our small business tax preparation checklist. This simple guide will help your small business clients assess which taxes they might owe, identify relevant tax forms and documentation, and make a plan to send all of it to you on time. 

Year-end and new year checklist

With this year-end checklist, your clients can skip the guesswork and prepare themselves for the new year, all in one place. From accounting, to tax preparation, to instructions for human resources and IT departments, this document covers everything small businesses need to assess their performance and set ambitious goals for the year ahead.

Forms and notable dates

Sometimes, we all need a cheat sheet. This list of key tax forms and their due dates helps businesses of all sizes and all types of ownership, from sole proprietor to S corporations, remain compliant throughout the year.

Sales tax guide for small businesses 

With differences across states, physical and economic nexus, and brick-and-mortar versus e-commerce, to name a few, sales tax laws will always need a cheat sheet. This is it.

The ultimate guide to 1099s: Everything small businesses need to know

Does your client know about the $600 rule? How about 1099-NECs versus 1099-MISCs? Even if they’re 1099 experts, the ever-changing rules and forms are always more helpful in a cohesive guide like this.

See how to do it in QuickBooks

Need a quick refresher on how you and your clients can accelerate your tax preparations with QuickBooks? Here are a few fast tips to get you started.