Self-Employed Tax Prep Bundle

$12.99

Tax time is stressful mostly because the records are scattered. This bundle gives every piece of your self-employed paperwork a page: what to gather, what you earned, what you spent, how far you drove, and what you've paid so far. Fill it in as the year goes, and when it's time to file you have one set of records to work from or hand to your tax preparer.

It's a printable PDF with 8 templates. Print it at home on US Letter paper, or open it on a tablet in any PDF app that lets you write on a page. The contents are tappable, so you can jump straight to any template, and the footer on every page takes you back to the start in one tap.

This bundle is for organizing your records. It is not tax advice. Tax rules, rates and deadlines change and depend on your situation, so check current figures at irs.gov and confirm anything you're unsure of with a tax professional.

What you get

8 templates on 12 pages:

Tax Document Checklist: 35 tick boxes in four groups (income documents, deduction documents, self-employment records, other items), plus fields for tax year, filing status and filing deadline, an estimated payments strip for Q1 to Q4, and space for notes.
Quarterly Tax Worksheet: an annual income estimate that runs from gross self-employment income down to estimated taxable income, a tax calculation section ending in a quarterly payment amount, and a table for all four payment due dates with amount, date paid and confirmation number.
Business Expense Tracker: 24 rows with date, description, category, amount, payment method and a receipt Y/N column, a monthly total, and a list of common IRS expense categories (13 of them).
Home Office Worksheet: space for both methods. The simplified method has square footage and the rate. The regular method has total and office square footage, business use percentage, and eight expense lines (mortgage interest or rent, real estate taxes, insurance, utilities, internet, repairs, depreciation, other). A summary at the bottom lets you compare the two and note which you'll use.
Monthly Income Tracker: 26 rows with date, client or source, description, amount, payment method and a 1099 Y/N column, plus a monthly total.
Business Mileage Log: 26 rows with date, destination, purpose, start and end mileage, miles and dollar value, a field for the IRS rate per mile, and monthly totals.
Receipt Organizer: 13 category labels to cut out for folders or envelopes (advertising and marketing, car and truck, contract labor, insurance, legal and professional, office expense, rent or lease, software and subscriptions, supplies, taxes and licenses, travel, meals, utilities), each with a space for the year's total.
Annual Tax Summary: your year on one page. Income summary, 14 expense lines by category, and a tax summary that ends in balance due or refund.

Also inside: a start-here page with three steps, tips and a table of all 8 templates, a "not tax advice" note, and a thank-you page.

Who it's for

Freelancers, independent contractors, consultants and coaches. Etsy and online sellers. Side hustlers who want good records from the first dollar. Gig workers and drivers who need a place to log miles. Anyone who files as self-employed and wants one folder to hand their tax preparer instead of a pile of receipts.

How it works

Download the PDF right after purchase.
Print what you need on US Letter paper, or open the file on your tablet.
Fill in as you go: log income and expenses every month, keep the mileage log with you, and file receipts behind their category labels. At tax time, use the checklist to gather your documents and total the year on the Annual Tax Summary.

Print an Expense Tracker, Income Tracker and Mileage Log for every month, and keep the pages in a binder with tabbed dividers.

File details

Format: printable PDF, one file
Pages: 12 (cover, start-here guide, 8 templates, shop page, thank-you page)
Size: US Letter, 8.5 x 11 in
Pages are blank, ready to fill in by hand
Tablet: tappable contents and page bookmarks, works in PDF apps that let you write on a page
Delivery: instant download. This is a digital file, nothing will be shipped.

For personal use. Please don't share or resell the file.

Stuck? Reply to your order email and I'll help.

Self-Employed Tax Prep Bundle

$12.99

What you get

8 templates on 12 pages:

Tax Document Checklist: 35 tick boxes in four groups (income documents, deduction documents, self-employment records, other items), plus fields for tax year, filing status and filing deadline, an estimated payments strip for Q1 to Q4, and space for notes.
Quarterly Tax Worksheet: an annual income estimate that runs from gross self-employment income down to estimated taxable income, a tax calculation section ending in a quarterly payment amount, and a table for all four payment due dates with amount, date paid and confirmation number.
Business Expense Tracker: 24 rows with date, description, category, amount, payment method and a receipt Y/N column, a monthly total, and a list of common IRS expense categories (13 of them).
Home Office Worksheet: space for both methods. The simplified method has square footage and the rate. The regular method has total and office square footage, business use percentage, and eight expense lines (mortgage interest or rent, real estate taxes, insurance, utilities, internet, repairs, depreciation, other). A summary at the bottom lets you compare the two and note which you'll use.
Monthly Income Tracker: 26 rows with date, client or source, description, amount, payment method and a 1099 Y/N column, plus a monthly total.
Business Mileage Log: 26 rows with date, destination, purpose, start and end mileage, miles and dollar value, a field for the IRS rate per mile, and monthly totals.
Receipt Organizer: 13 category labels to cut out for folders or envelopes (advertising and marketing, car and truck, contract labor, insurance, legal and professional, office expense, rent or lease, software and subscriptions, supplies, taxes and licenses, travel, meals, utilities), each with a space for the year's total.
Annual Tax Summary: your year on one page. Income summary, 14 expense lines by category, and a tax summary that ends in balance due or refund.

Also inside: a start-here page with three steps, tips and a table of all 8 templates, a "not tax advice" note, and a thank-you page.

Who it's for

How it works

Download the PDF right after purchase.
Print what you need on US Letter paper, or open the file on your tablet.
Fill in as you go: log income and expenses every month, keep the mileage log with you, and file receipts behind their category labels. At tax time, use the checklist to gather your documents and total the year on the Annual Tax Summary.

Print an Expense Tracker, Income Tracker and Mileage Log for every month, and keep the pages in a binder with tabbed dividers.

File details

Format: printable PDF, one file
Pages: 12 (cover, start-here guide, 8 templates, shop page, thank-you page)
Size: US Letter, 8.5 x 11 in
Pages are blank, ready to fill in by hand
Tablet: tappable contents and page bookmarks, works in PDF apps that let you write on a page
Delivery: instant download. This is a digital file, nothing will be shipped.

For personal use. Please don't share or resell the file.

Stuck? Reply to your order email and I'll help.