🧾 Free Tax Prep Checklist
Everything freelancers & small businesses need to file taxes stress-free
⚠️ Tax Deadline: April 15, 2026 — 30 days away
📋 Phase 1: Gather Your Documents
- ☐ All receipts (physical + digital) from Jan–Mar 2026
- ☐ Bank statements (personal + business)
- ☐ Credit card statements
- ☐ 1099-NEC forms from clients (should arrive by Jan 31)
- ☐ 1099-K from payment processors (PayPal, Stripe, etc.)
- ☐ W-2 if you also have a day job
💼 Phase 2: Top Deductions to Claim
- ☐ Home Office — Dedicated workspace = deductible (Form 8829)
- ☐ Phone & Internet — Business-use percentage
- ☐ Software & Subscriptions — Every tool you use for work
- ☐ Mileage — $0.67/mile for 2025 (IRS rate)
- ☐ Client Meals — 50% deductible with business purpose noted
- ☐ Health Insurance — Self-employed deduction
- ☐ Retirement Contributions — SEP-IRA, Solo 401(k)
- ☐ Professional Development — Courses, books, conferences
📤 Phase 3: Prep Your Reports
- ☐ Export expense report from BudgetX (or your expense tracker)
- ☐ Reconcile against bank statements
- ☐ Total income from all sources
- ☐ Calculate estimated tax owed (income × ~25-30%)
- ☐ Send everything to your accountant OR import into tax software
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