The Small Business Tax Paperwork Handbook
Finance · Nº 52
The Small Business Tax Paperwork Handbook
Taxes, Deadlines, and Paperwork for Owners: What to Send, What to Ask, and What to Check with Your Accountant
The bill shows up. The money to pay it already went somewhere else.
24 tools, a spreadsheet that does the math, and one bike shop followed through a full year with its accountant, so you set the money aside first, send the paperwork on time, and check what comes back.
You get 24 tools to understand what the business pays, set money aside before the bill comes, send the monthly package on time, check what your accountant sends, and choose and review your accountant. Plus a spreadsheet with 8 tabs, filled in with the example.
A book explains the method. This handbook puts it to work: the tool, a worked example, and a spreadsheet with your numbers.
One-time payment of $29.00. The order form shows the final amount, with any taxes for your country, before you pay.
Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.
14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.
Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.
A bill arrives and you're not sure what it's for. You pay it with money that was meant for something else. You send receipts to your accountant whenever you remember, so the month's numbers come back too late to change anything. Your accountant only shows up when there's something to pay. And the penalty for a missed date? You find out about it when it's already on the bill.
THE SPREADSHEET
Tax paperwork spreadsheet
Use the completed example as a reference and enter your business data in the marked fields. Check the instructions and the calculations before you make a decision.
SOUND FAMILIAR?
Three situations this handbook solves
The 5th of the month
The monthly package goes out: sales, receipts, and bank and card statements, all in one shared folder, on the same day every month. Your accountant's numbers come back almost two weeks sooner, while there's still time to act on them.
A bill that doesn't look right
Before you pay, you run the two-minute check: this month's sales times the percentage your accountant gave you. The bill is more than 5 percent off, so you send the question first, with time to spare before the due date.
An official letter arrives
You don't answer it yourself. You send a photo to your accountant the same day, pull the documents from your records in minutes, and reply through your accountant, in writing, before the deadline.
INSIDE
What you'll find in each tool
Five parts, from the money to the relationship. See what the business pays, in three groups, and build a reserve. Get the month in order: separate accounts, receipts, the monthly package, and a deadline calendar. Read and check what your accountant sends. Choose, manage, and review your accountant. Then the year: the close, the annual meeting, penalties, and official requests. Every tool has step-by-step instructions, an example, and an exercise.
WHAT YOU GET
Everything included in your purchase
- The Small Business Tax Paperwork Handbook in PDF: 24 tools, each with step-by-step instructions, a worked example, and an exercise
- The Tax paperwork spreadsheet, in Excel and Google Sheets, with 8 tabs, filled in with the example company
- The Template kit: 12 ready-to-adapt templates, including the monthly package list, a checklist for every bill before you pay it, and the annual meeting agenda
- 2 worksheets to fill in (the monthly accountant worksheet and the annual meeting worksheet), a final checklist, and a 30-day plan, one week per stage
- Access to your handbook on the Consylion platform
Full table of contents
The 24 tools, in the order you'll use them
Part 1 · Part 1 · What the business pays
- 01Taxes in three groupsOn sales, on profit, and on payroll: everything the business pays, sorted on one page
- 02Money that belongs to someone elseThe part of your bank balance that's already spoken for before the bill arrives
- 03Tax regime and business structureThe choices that decide what the business pays, made with your accountant
- 04The tax reserveA set share of every payment that comes in, put aside so the money is there when the bill comes
Part 2 · Part 2 · Getting the month in order
- 05Business account, owner's accountOne account for each, and owner's pay on a fixed day
- 06A receipt for every transactionEvery sale and every expense with its paper trail, so nothing gets left out
- 07The monthly packageEverything your accountant needs, gathered and sent on the same day each month
- 08The deadline calendarEvery monthly, quarterly, and annual date on one page, with a person responsible and a backup
- 09Keeping your recordsWhere to keep them, for how long, and how to find any of them in minutes
Part 3 · Part 3 · Reading what your accountant sends
- 10The monthly reportsThe five lines to read before you make a decision
- 11Checking the tax bill before you payA two-minute check that catches the mistake before the money leaves
- 12A bank statement that matches the booksYour bank and your books telling the same story, every month
- 13Notices and letters from the tax authorityWhat to do on the day an official letter arrives
Part 4 · Part 4 · Choosing and managing your accountant
- 14What your accountant does and doesn't doThe scope of the service, with no hidden expectations on either side
- 15Choosing an accountantCriteria, questions, and references before you look at the price
- 16The service agreementWhat to agree on in writing before the work starts
- 17The annual accountant reviewEight criteria, one score, and one honest conversation a year
- 18Switching accountants without losing anythingThe handover from one firm to the next in 30 days, item by item
Part 5 · Part 5 · The year with your accountant
- 19Closing the yearInventory, what customers owe you, what you owe, and your equipment, all counted
- 20The annual meeting with your accountantTwo hours and a fixed agenda to plan the year ahead
- 21Questions before you decideThe decisions to run by your accountant before, not after
- 22Penalties and late paymentsWhat a missed due date costs, and the routine that prevents it
- 23Audits and information requestsHow to answer an official request calmly, completely, and on time
- 24When to call in another professionalLawyer, auditor, or specialist: who to call and when
Who it's for
It's for you if
- You pay whatever your accountant tells you to and have no way to check it
- Your paperwork goes out late and the month's numbers come back too late to use
- You've been caught by a big bill with no money set aside for it
- You want to choose, review, or switch accountants with clear criteria instead of a hunch
It's not for you if
- You want your country's rules explained. That's your accountant's job, and this handbook doesn't interpret them
- You want to build what you pay on each sale into your prices. That's The Service Pricing Handbook
- You want to set your owner's pay and how profit gets distributed. That's The Owner's Finances Handbook
- You're hoping for a way to pay less. This handbook teaches you to organize, check, and ask, not to shrink the bill
Frequently asked questions
Does this handbook explain the rules in my country?
No, on purpose. It teaches you to work with your accountant in any country. The rules where you live are your accountant's job, and every tool tells you what to check with them (Tools 01 and 03).
How much should I set aside in the reserve?
Take your accountant's yearly estimate, divide it by expected revenue, and round up. Redo it every quarter. The spreadsheet does the math, and Tool 04 walks you through it.
The bill doesn't match my own math. Should I pay it?
If the difference is more than 5 percent, ask before you pay, with time left before the due date. Never let it go past due while you wait for an answer (Tools 11 and 22).
When should I switch accountants?
When the annual review is still poor after an honest conversation and a full quarter of working on the improvements you agreed on. Never in the middle of the year-end close (Tools 17 and 18).
An official letter arrived. Should I answer it myself?
No. Send it to your accountant the same day and reply through them, in writing, before the deadline (Tools 13 and 23).
Do I need to understand accounting?
No. It's written for owners, beginner to intermediate: about 2 hours and 24 minutes of reading, or 6 minutes per tool. You won't become an accountant, and you shouldn't. You'll know enough to ask, check, and decide.
What do I get, and in what formats?
Each handbook is a PDF of about 100 pages with 24 to 27 tools. Every tool has step-by-step instructions and a worked example. You also get the handbook's spreadsheet in Excel (.xlsx), which opens in Google Sheets too, with the example already filled in. The message, policy, and clause templates are in the Template Kit inside the PDF, ready to copy and adapt. Read it in the member area or download the files.
How do I know if it fits my business?
Each handbook's page shows the problem it solves, who it is for and who it is not for, the full table of contents, sample pages, and the company used in the examples. The examples come from small businesses in several industries, with illustrative numbers. If it is not a fit, you can ask for a full refund within 14 days of your purchase, as described in the Refund Policy.
What is the difference between a handbook, an area set, and the Series?
A handbook solves one problem. An area set brings together every handbook and spreadsheet in one of the 6 areas, for less than the price of 5 single handbooks. The Consylion Handbook Series brings together all 100 handbooks and 100 spreadsheets, for less than the price of 8 single handbooks, and includes the next handbooks in the Series. Products outside the Series, from Consylion Life or Consylion Business, have their own price. They are sold separately and are not part of an area set or the Series.
Do I need to read everything before I start?
No. Each tool works on its own. Open the table of contents, pick the tool for today's problem, and start there. You can also read it cover to cover.
Do I need to know Excel?
The basics are enough: open the file and fill in the marked fields. The formulas are already built, and the handbook's example is filled in for reference.
How do I pay, and when do I get access?
By card or bank transfer, as a one-time payment with no subscription. Once your payment is confirmed, you get access to the member area by email. Approved card payments are confirmed right away. Bank transfers are confirmed when the funds clear. If access does not arrive within 24 hours of confirmation, check your spam folder and write to team@consylion.org.
How long do I have access, and how can I use the files?
Access does not expire, and you can download the files for offline use. The license is individual. You may read the handbooks, print them for your own use, and fill in and adapt the spreadsheet and templates with your company's data. If you are a consultant, accountant, or manager, you may apply the tools with your clients and deliver the result of your work, not the files. You may not share, resell, or distribute the files or the access.
How do support and refunds work?
Support is by email at team@consylion.org, on business days, with a reply within 5 business days. It covers questions about access, files, and payment. It does not include consulting or advice on applying the material to your case. You can cancel within 14 days of your purchase, without giving a reason, and get the full amount back through the payment method you used. Send the request to the same email. The details are in the Refund Policy.
CONSYLION HANDBOOK SERIES
The 6 departments of your business, for less than the price of 8 single handbooks.
This handbook solves today's problem. The Series solves the next one, and the one after that, with nothing more to pay.
- 100 handbooks with 2,403 ready-made tools, to read on screen and download as PDFs
- 100 spreadsheets for Excel and Google Sheets
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- Lifetime access, unlocked once payment is confirmed
One-time payment of $197.00. The order form shows the final amount, with any taxes for your country, before you pay.
Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.
14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.
Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.
Finance · Nº 52
Don't find out about the penalty from the bill
You don't need to become an accountant. You need to know enough to set the money aside before the bill, send the paperwork on the right day, check what comes back, and ask before you decide. This handbook gives you the tools, the spreadsheet, and a worked example to do exactly that.
See all 100 handbooks · $197.00
One-time payment of $29.00. The order form shows the final amount, with any taxes for your country, before you pay.
Digital delivery: PDF handbook, spreadsheet and access on the Consylion platform.
14-day money-back guarantee: if it isn't what you expected, request a full refund within 14 days of purchase.
Your order is processed by Digistore24, our authorized reseller. By purchasing, you accept the terms of use and purchase · refund policy.