Year-End Small Business Close & Tax-Prep Organizer (2026 Tax Year)

Close your books for the 2026 tax year and hand your tax pro a clean packet: key IRS dates, a reconciliation tracker, a contractor check for the new $2,000 Form 1099-NEC threshold, mileage at both 2026 IRS rates and a year-end checklist.

What's inside the PDF (14 chapters): How to Use This Organizer; Key Dates for the 2026 Tax Year; Step 1: Clean Up the Books; Step 2: Receivables, Payables and Prepaids; Step 3: Contractors, W-9s and Form 1099-NEC; Step 4: Payroll Year-End; Step 5: Mileage, Vehicle and Home Office; Step 6: Inventory and Big Purchases; Step 7: Sales Tax and State Items; Step 8: Estimated Taxes and Cash Planning; Step 9: Records and Backup; Step 10: The Tax Pro Packet; Step 11: Plan 2027 While It's Fresh; Notes.

Companion spreadsheet (.xlsx) tabs: Instructions, Settings, Close Checklist, Summary, Reconciliation, Contractors, Mileage, Tax Pro Packet. Calculated automatically: Status plus summary KPIs and a chart. Includes an Instructions tab, drop-down lists, yellow input cells and example rows labeled EXAMPLE so you can delete them and start. Works in Excel, Google Sheets and LibreOffice.

Instant digital download - nothing is shipped. General business education - not tax, legal or accounting advice. 2026 figures (IRS $2,000 Form 1099-NEC threshold, 72.5 and 76 cents per mile, Feb 1, 2027 due date) are from IRS sources as of October 2026 - confirm with your tax professional.

Created with AI assistance and reviewed by the seller.