Self-Employment Tax Document Checklist
Use this checklist to confirm which documents you have and identify what you still need to gather for your self-employment tax preparation.
Form 1099-NEC or 1099-MISC (Income Statements)
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I have this document
Still need to gather
Not applicable
Records of business income (invoices, receipts, payment summaries)
*
I have this document
Still need to gather
Not applicable
Business expense receipts and records
*
I have this document
Still need to gather
Not applicable
Mileage log for business vehicle use
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I have this document
Still need to gather
Not applicable
Home office expense documentation
*
I have this document
Still need to gather
Not applicable
Health insurance premium statements (for self-employed health deduction)
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I have this document
Still need to gather
Not applicable
Prior year tax return
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I have this document
Still need to gather
Not applicable
Quarterly estimated tax payment records
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I have this document
Still need to gather
Not applicable
Retirement plan contribution records (SEP IRA, Solo 401(k), etc.)
*
I have this document
Still need to gather
Not applicable
Records of business asset purchases or sales
*
I have this document
Still need to gather
Not applicable
Submit Checklist
Should be Empty: