Tachles Israel is an independent information service, not a government authority. Check binding conditions, eligibility and deadlines with the official source.
Before you start
Separate personal and business expenses for review.
Who is this guide for?
Business owners preparing a first or annual meeting.
This is an organisation checklist; your professional determines required records and duties.
The checklist
Map all files
Registration notices.
Use proper representation, not shared passwords.
Gather income evidence
Statements and 106.
Bank statements alone do not show all income evidence.
Collect costs and assets
Invoices and contracts.
A receipt is not a tax invoice; deductibility needs review.
List decisions and deadlines
Authority notices.
Advice must match your year and circumstances.
Agree responsibilities
Service agreement.
Sending papers does not prove filing.
Official sources
These links let you check with the responsible authority. The website's verification date does not guarantee that every detail has remained up to date since then.
Frequently asked questions
Should I bring only bank statements?
No. Include transaction, expense, registration and authority records explaining the movements.
Reports help us check and update guides.