Please note, if you would like to file your return by the September 15th (1065, 1120s) or October 15th (1120) deadline, the cutoff date to get us the information to complete your return is Monday, July 13th. Returns will be completed in the order they are received. We have set this deadline in fairness to all of our clients so we can provide the quality and service you deserve. To help manage peak-season workloads and ensure fairness to all clients, a minimum 10% peak demand surcharge will apply to any return for which information is received after the July 13 deadline. This reflects the additional time, resources, and complexity required to complete late-arriving filings under compressed timelines. Data needed before we can start your 2025 business return: Financial Statements or QuickBooks ALL bank accounts and credit cards should be reconciled through December 31, 2025. Desktop Version Users – please send an Accountant’s Review Copy to your tax advisor through NetDocuments ( https://vault.netvoyage.com/neWeb2/login.aspx ) (also accessible via your tax advisor’s email signature). QuickBooks Online Users – please contact your tax advisor once your file is reconciled and ready to go. If Beaird Harris does your bookkeeping, you can skip this step. Payroll Reports If Beaird Harris does not prepare your quarterly/annual payroll reports please send us the following items: Quarterly Forms 941 and C-3s Annual Forms 940, W-3, W-2s, 1096, and 1099s Loans For any loans, please provide a statement that shows 2025 principal and interest activity, as well as the ending balance as of December 31, 2025. If you took out a new loan in 2025 or refinanced any existing loans, please send copies of the loan agreement. Large Equipment Purchases If you made any large equipment purchases (more than $2,500), please provide us with a copy of the vendor receipt, as well as any financing information, if applicable. This applies to car purchases as well as building or remodeling projects. Other Important Need-to-Know Information If you do business in multiple states, please provide details of revenues, payroll, and rents by state. Any changes to the business in 2025 or coming in 2026 that we need to know about? As always, please let us know. Texas Franchise WebFile number – please provide a copy of the letter (see sample ( https://bh-co.com/wp-content/uploads/2021/12/WebFile-XT-Number-Example.pdf )) sent to you by Texas. County Rendition Report – please provide us with the pre-printed form sent to you by the county if you wish for us to prepare this report. If you have any questions about the list above please contact your tax advisor.