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Page 1 of the Small-Business Year-End Checklist PDF
Page 1 of the PDF
Key 2027 deadlines page of the Small-Business Year-End Checklist
Key 2027 deadlines page

Tax year 2026 · returns filed in 2027

Small-Business Year-End Checklist

A year-end timeline, documents list, asset and contractor lists, and the key 2027 filing dates in one place.

  • Google Sheets
  • Excel (.xlsx)
  • Printable PDF

$14 one-time · or get all 3 kits for $29 in the bundle

Buy — $14

Instant download after checkout through Gumroad. Includes the workbook and the printable PDF. All sales final; see the refund policy.

Who it's for

Sole proprietors, single-member LLC owners and owners curious about an S corp election.

What's inside

  • December 2026 to January 2027 timeline (Done / N/A / To do)
  • Documents-to-gather checklist
  • Equipment and asset purchases list (dates, cost, business-use %)
  • Contractors you paid, W-9 status and 1099-NEC tracking
  • Year-end numbers summary (your own totals, linked where possible)
  • Key 2027 filing deadlines, adjusted for weekends and holidays
  • Questions-for-your-preparer page and IRS sources list

2027 dates are from the IRS's draft tax calendar and are re-checked before each release.

Details

FormatsGoogle Sheets (import the .xlsx), Excel (.xlsx), printable PDF
Size12-page PDF; 11-tab workbook
Tax year2026 (returns filed in 2027)
SourcesIRS publications, forms and instructions, listed with links and retrieval date inside the kit. Items from draft IRS forms are labeled DRAFT.
ReviewReviewed by a tax preparer before release.

Educational, not tax advice. This kit helps you keep records. It doesn't tell you what to claim, how much tax you owe, or how to file. Not affiliated with or endorsed by the IRS.