Self-Employed Checklist

Trabajador Propio / 1099 Checklists

For freelancers, contractors (Uber/Lyft/DoorDash), and sole proprietors.
Para contratistas independientes y trabajadores por cuenta propia.

Income Documents Ingresos

1099 Forms (NEC, K, MISC) From all platforms or clients (Uber, Upwork, Amazon, Stripe, etc.).
Income Summary / Resumen de Ingresos Total cash/check payments received not reported on 1099s.
Bank Statements / Estados de Cuenta (Optional but helpful) Business bank statements for the year.

Expenses & Deductions Gastos

Mileage Log / Millaje Total business miles driven in 2024 (and total miles on vehicle).
Expense Categories / Lista de Gastos Supplies, advertising, software, insurance, repairs, meals (business).
Home Office / Oficina en Casa If applicable: Square footage of office vs total home, and utility/rent bills.
Large Purchases / Equipo Equipment or computers over $2,500 purchased in 2024.

Standard Items Estándar

Photo ID & Social Security Cards
Prior Year Return (New Clients Only)
Estimated Taxes Paid Dates and amounts of any estimated tax payments made to IRS/State.

Upload & Start Organizer

Common Questions / Preguntas Frecuentes

Do I need receipts for everything? / ¿Necesito recibos para todo?

For strict IRS compliance, yes. Bank statements are good, but receipts are better for audits.
Para cumplir estrictamente con el IRS, sí. Los estados de cuenta son buenos, pero los recibos son mejores para auditorías.

What counts as business miles? / ¿Qué cuenta como millas de negocio?

Trips to clients, suppliers, or meetings count. Commuting from home to a regular office usually does not.
Viajes a clientes, proveedores o reuniones cuentan. El viaje de casa a una oficina regular usualmente no.