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Can I hand over a spreadsheet instead of real books?

Bookkeeping & accounting basics

For a very simple first year, sometimes. Beyond that, a spreadsheet does not produce a balance sheet that ties, which is what the corporate return needs.

Expect the preparer to rebuild it, charged as catch-up work. That usually costs more than keeping proper books would have.

We handle this for founders running US companies.

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Check your EIN confirmation letter (CP 575) first. If that is gone, look at a previously filed tax return, a business bank account application, or any 1099 you have issued. Your bank or your payroll provider will also have it on file.

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