CFED

Stay Informed!

Tools for Helping Clients Get Organized

For All Clients

  • The Fundamentals of Recordkeeping course on the National Consumer Tax Coalition's Online University takes self-employed individuals from start to finish through the recordkeeping process. The material guides the client from the basics of determining their self-employed classification, to the rationale behind keeping good records, the types of necessary supporting documents, the details of tracking expenses, depreciation, business use of home and more, testing their comprehension through quick quizzes along the way.
  • This Tax Organizer designed by AccountAbility Minnesota provides a guide for receiving assistance at their tax sites as well as a tool for capturing all the information that will be necessary to file self-employed taxes: income, business costs, and home office and transportation information.
  • A Business Tax Center Client Application Form and Tax Organizer designed by StartZone, a business development center at Highline Community College in Southwest King County, WA help clients come prepared to their tax assistance appointments.
  • The East Bay Asian Local Development Corporation gave their self-employed taxpayers this Business Expenses Worksheet to track all their expenses from month to month, including mileage traveled on business-related trips.
  • The Jefferson Economic Development Institute (JEDI) developed a Quarterly Income and Expense Workbook to help their self-employed taxpayers stay organized throughout the year. This excel file also includes fields for calculating sales taxes in each quarterly worksheet, as well as a summary sheet, a profit and loss sheet and a cash flow journal. JEDI also offers clients a Self-Employment Tax Organizer that helps them organize their income, business expenses, inventory and vehicle information in order to streamline the filing process.
  • A basic Expense Sheet and Income Sheet by Foundation Communities is designed to help self-employed taxpayers track the date, amount, source and overall balance of their income and expenses. The Business Planning Spreadsheets by Foundation Communities help taxpayers organize their startup costs, track yearly sales forecasts, personnel expenses, determine operating costs and incomes and personal budget. The Mileage Log is a simple spreadsheet to help self-employed filers track their mileage and the purpose of each trip. The income and expense sheets and the mileage log are also available in Spanish below.
  • The Self-Employment Basics two-pager designed by Foundation Communities helps self-employed taxpayers get ready for tax time by addressing some key questions about what it means to be self-employed, what expenses are deductible, what records to keep and so on. Foundation Communities' Rules of Good Recordkeeping handout includes eight key reminders that will make sure self-employed taxpayers come prepared when it's time to file. Both handouts are also available in Spanish below.
  • The Self-Employed Daycare Provider Budgeting Worksheet has several detailed spreadsheets to help self-employed taxpayers calculate the percentage of time spent caring for children, determine the percentage of space in their homes used for business purposes, create a budget and determine their profits or losses. This same worksheet also has a sample budget and sample profit-loss sheet to serve as examples.
  • Foundation Communities designed a sample receipt to help their self-employed taxpayers keep track of the items or services they sell as they make transactions.
  • AccountAbility Minnesota developed this Mileage Log to help self-employed filers track their mileage and the prupose of each trip. They also developed a Self-Employment Income Worksheet to help self-employed filers keep track of their business expenses.

For Spanish Speaking Clients

  • A basic Expense Sheet and Income Sheet by Foundation Communities is designed to help self-employed taxpayers track the date, amount, source and overall balance of their income and expenses. The Mileage Log is a simple spreadsheet to help self-employed filers track their mileage and the purpose of each trip. The income and expense sheets and the mileage log are also available in English as well.
  • The Self-Employment Basics two-pager designed by Foundation Communities helps self-employed taxpayers get ready for tax time by addressing some key questions about what it means to be self-employed, what expenses are deductible, what records to keep and so on. Foundation Communities' Rules of Good Recordkeeping handout includes eight key reminders that will make sure self-employed taxpayers come prepared when it's time to file. Both handouts are also available in English.
  • This Spanish Tax Organizer designed by AccountAbility Minnesota provides a guide for receiving assistance at their tax sites as well as a tool for capturing all the information that will be necessary to file self-employed taxes: income, business costs, and home office and transportation information.
  • This Bilingual Self-Employed Mileage Log designed by AccountAbility Minnesota provides a spreadsheet and detailed instructions for how they can count and deduct transportation costs.

For Childcare Providers

  • The 2012 Daycare Provider Planning Guide by the Accounting Aid Society addresses the most common questions they receive at their tax sites related to daycare businesses.
  • The Daycare Tax Organizer designed by AccountAbility Minnesota provides a guide for daycare providers receiving assistance at their tax sites as well as a tool for capturing all the information that will be necessary to file self-employed taxes: income, business expenses, and home office and transportation information. It also includes a table to help daycare providers calculate the amount of money spent on meals and snacks using the standard meal and snack rate. Click here for a Spanish version of this tool.
  • The Center for Economic Progress created this guide for participants in the Family Child Care Tax Project in 2009, designed to educate child care providers about what it means to be self-employed, the basics of taxes and recordkeeping, business issues like insurance, policies and agreements and other advanced tax issues.

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