Self-Employed Tax Filing Organizer

Personal Documents:

Note: If you are filing jointly with a spouse or if you have dependents, you will need their information as well.

☐ ID/Driver’s License

☐ Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)

☐ Bank account & routing number for direct deposit of a tax refund

☐ Bank & credit card statements for any account used to do business

☐ Previous year’s tax return, if available

Income:

☐ Income tracker (Printable version) or bookkeeping software, if you use one

☐ 1099, 1099-K, 1099 MISC, and 1099-NEC records for all self-employed work completed

☐ W2 forms if you worked as a salaried employee in addition to your self-employed work

☐ Invoices, receipts, or any other records of income not reported on 1099, including:

☐ Payment service reports (e.g., Square, Shopify, etc.)

☐ App platform reports (e.g., Uber, Taskrabbit, Wag, StyleSeat, etc.)

Expenses:

☐ Expense tracker (Printable version) or bookkeeping software, if you use one

☐ Other records of expenses related to your self-employment, including receipts, credit card and/or bank statements, or health insurance premiums

☐ Mileage log (Printable version), if you use your vehicle for activities related to your self-employment

☐ Records of expenses related to you home office, if you have one. This could be rent, utilities, maintenance, and square footage

☐ Records of federal or state quarterly estimated tax payments (if you’ve paid them in the past year)

☐ Records related to personal deductions, including childcare expenses (e.g., daycare, babysitter, some summer camps), educational expenses (e.g., college tuition, job skills course), etc.

If you have employees:

☐ Any W-2 or 1099 forms you issued

☐ Documents confirming any benefits, pensions, or profit-sharing programs you have