What We’ll Need

Our secure client portal allows you to submit your business earnings and expenses through secure forms and file uploads. An easy-to-follow workflow will guide you through submitting all of the information required. The secure client portal’s network security is equivalent to the methods used in banking and leading e-commerce sites.

Information needed for business income:

• A 1099 form that shows income that you received from your customers.
• Cash income can be self-reported on monthly ledger stating how much cash income you received during the year.
• Any income you received on a w-2 form.

Information needed for business deductions:

Business deductions can be shown by itemized categories (rent, supplies etc). A total of these expenses can be listed on business deduction forms. The client portal has worksheets to help you prepare your categorized expenses, which you’ll then submit via a Business Expense Form.

Join the Association of Soloworkers to book a free advisory call or sign up for your tax service.