October 15 Is Almost Here: A Bookkeeping Checklist for Extension Filers
October 2026 is a good time to finish any outstanding tax-season bookkeeping. For most calendar-year individuals who requested a timely extension, October 15, 2026 is the deadline to file the 2025 federal income tax return. This includes many sole proprietors reporting business activity on Schedule C. Different business returns can have different deadlines, so confirm the date that applies to your situation with your tax preparer.
Get your records ready
- Reconcile your 2025 bank and credit card accounts and investigate missing or duplicate transactions.
- Gather receipts, business mileage records, loan statements, and equipment purchase documents.
- Review your profit and loss statement and balance sheet for uncategorized expenses or unusual balances.
- Give your tax preparer a clear list of questions instead of guessing how an item should be treated.
An extension gives extra time to file, but does not extend the original payment deadline. Some taxpayers qualify for additional time under disaster relief or other exceptions. Check your circumstances before relying on a general deadline.
All Books, LLC can help organize your records so your tax preparer has clearer information to work with. Schedule a free consultation to discuss where bookkeeping support would help.