Freelance, contract, and self-employment income lives in the Business tab — where you can also track your expenses and get a net income figure per business.
Investment & Other Income
Additional Income
$
$
$
$
$
Total Gross Income$0.00
Deduction Method
Standard Deduction amounts change annually. Enter the amount from the IRS instructions for your tax year and filing status — your accountant or the IRS website will have the current figure.
$
Itemized Deductions
$
$
$
$
$
$
$
$
Total Itemized Deductions$0.00
Above-the-Line Adjustments
$
$
$
$
$
$
Each Schedule C business gets its own card — revenue, clients/payers, and expenses tracked separately. Net income is calculated per business.
Total Net Self-Employment Income$0.00
Federal Withholding
$
$
Estimated Tax Payments
$
$
$
$
Other Credits & Payments
$
$
$
$
$
$
Total Payments & Credits$0.00
Check off documents as you gather them. This list covers the most common forms — not every item will apply to you.
Additional Notes
Organizer only — not a tax calculator. Consult a tax professional before filing.