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Resources to Help Get Your Records Tax-Ready

Download Resources to Help

Get Your Records Tax-Ready

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These resources are intended to help you identify deductible expenses and organize them for tax filing.

 

You don’t need to use everything - pick the articles and tools that are right for your situation.

How It All Fits Together

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If you haven't read the article that explains the contents and purposes of this material, you can download Getting Your Records Tax-Ready.

Tax Prep Readiness Checklist

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Are your records ready for tax filing?
This checklist helps you identify common gaps and risk areas before you start organizing or cleaning up data.

Organize Your Expenses: Expense Tracker

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Need help consolidating your expense records into a single place with a consistent layout?
This tracker helps you organize and standardize expense information into clear, tax-ready categories.

Category Guidance by Business Type

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These short guides show how expenses are typically categorized for different types of businesses. 

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  • Creators – platform-based, digital, and personal-service businesses

  • Performers – in-person, venue-based, and travel-heavy work

  • Product Businesses – inventory, fulfillment, and online sales

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