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Resources + Forms

Tax Record Retention Schedule

For businesses and individuals, this schedule answers the question, "how long should I keep this?"

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SKR+CO Client Forms

Employer Forms

Individual Forms

Electronic Filing Authorization Forms

Beneficiary, Partner and Shareholder K-1s

Exempt Organization Forms

Articles + Resources

Meals and Entertainment Deduction Changes in 2023

Beginning January 1, 2023, meal and entertainment deductions will revert to tax rules under Tax Cuts and Jobs Act (TCJA). These deductions temporarily changed for tax year 2021 and 2022 with the passing of the Consolidated Appropriations Act of 2021. For tax year 2023, many of the meal and entertainment deductions reduce from 100% deductibility to 50% deductibility.

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