Are Your Home-Based Business Records Clear Enough to Rely On?
Take the free Home-Based Business Records Review and see where your records stand today.
Answer 21 simple questions about your bookkeeping, tax records, and business activity. Choose the answer that best matches what you have in place right now.
When you finish, your results and Records Review Guide will be sent by email so you can understand what your answers mean.

Start Your Free Records Review
Your results and guide will be sent by email when finished.
Why Your Records Matter
Your tax return is only as strong as the records behind it.
Both the Internal Revenue Service (IRS) and Canada Revenue Agency (CRA) expect business owners to keep records that support what they report on their tax return including income, expenses, and the business activity behind the numbers.
A filed return does not replace that responsibility. Neither does outsourcing your tax preparation. Your tax preparer can only work with the information you provide.
The Home-Based Business Records Review helps you check where your records stand today based on what the IRS and CRA are looking for.
What to Expect from the Home-Based Business Records Review
The Home-Based Business Records Review is a simple check of your current records.
You will answer 21 questions about how you track income, expenses, business use, and the records behind your write-offs. Choose the answer that best matches what you have in place today.
When you finish, you will receive your results and the Home-Based Business Records Review Guide.
The guide helps you understand where your records support your tax return, what areas may need attention, and what to do next.Â