Organizer Resources

to support the tax filing process

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self-employed   /   current year   /   past years   /   other

Self-employed Resources

If you are self-employed, here are some resources to help with the income and expense organizer questions. (If you’re not, skip ahead to ‘current year’ resources):

Use thiS Guide to help clarify what goes into each expense category of your organizer:

*Note that DMV Vehicle License Fee included with vehicle business mileage is only part of the registration amount you paid (example):

DMV License Fee example

You may also want to use our spreadsheet tool to organizer your numbers:

The Biz Records Tool is a great resource if you don’t yet keep business records and need the support of an epic spreadsheet tool to piece together your income, expense, and mileage totals from your bank statements or other various sources. This $33 tool comes with a video tutorial to walk you through putting it to use.

Issuing FORM 1099

If you paid anyone $600 or more during the year to help you with your business, you need to issue them a Form 1099-NEC

Current Year Resources

Any of the following may be relevant and helpful for the completion of your current year organizer:

health insurance

If you had health insurance through the marketplace, you received Form 1095A. If so, make sure to upload it to your organizer. Your tax return will be rejected without it.

If you received a Form 1095-A and are a resident of California, you also received Form FTB 3895. We will need a copy of that as well.

digital currency

If you received a Form 1095-A and are a resident of California, you also received Form FTB 3895. We will need a copy of that as well.

Past Years Resources

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