Freelancer & Self-Employed Tax Prep Kit

About this kit

Work through it once and your whole Schedule C year is gathered: income by month and by client, expenses sorted into Schedule C categories, the home office run both ways, quarterly payments recorded with their confirmation numbers, and the two checklists that catch what everyone forgets. One PDF, two ways to use it — type into it in any free PDF reader (Adobe Acrobat Reader, Preview, a browser), or print it and work in pen. No special software, no account.

One thing plainly: this kit is an organizer — not tax preparation and not tax advice, and a template, not legal advice. Laws vary by state. For complex situations, consult an attorney; for anything beyond a straightforward Schedule C, a CPA or enrolled agent is money well spent. Figures that change annually are write-in fields — the kit points you to IRS.gov for current-year numbers rather than printing figures that go stale.

What’s included

• ✓Tax-year snapshot — the filer & business details every intake form starts with
• ✓Income tracker — month by month, by income source, with year totals
• ✓Client & 1099 log — who paid you, who owes you a form, what arrived
• ✓Expense tracker by Schedule C category — totals that transfer straight into a return
• ✓Expense & receipt log — the detail behind every total (19 rows)
• ✓Home office worksheet — simplified vs. actual method, side by side
• ✓Vehicle & mileage summary — your log’s totals, plus the actual-expense table
• ✓Quarterly estimated tax worksheet — estimates, payments, dates, confirmation numbers
• ✓Deduction finder checklist — 19 commonly missed deductions, prompted one by one
• ✓Document gathering checklist, write-in deadline page, notes and a closing page

Questions