QuickBooks HelpQuickBooksHelpIntuit

QuickBooks Self-Employed annual tax guide

SOLVEDby QuickBooks468Updated 1 year ago

Get ready to file your taxes with QuickBooks Self-Employed.

As the fiscal year comes to an end, it's time to file your taxes. Here's our general guide for self-employed individuals, freelancers, and independent contractors to help you prepare. You can also download this guide as a PDF.

Note: If you aren't able to complete your federal tax return by the official deadline (around April 15th), here's how to file for an IRS extension.

What to do from December to January

What to do from January to April

Start your tax return as early as possible. Do as much as you can when you can. You can start your return early and add more info as more forms arrive.

Prepare your tax documents

  • Start collecting physical tax forms and receipts you may need for tax filing. TurboTax and other tax-prep programs tell you exactly which documents you need. QuickBooks Self-Employed helps prepare reports and forms like your Schedule C for filing.
  • If you expect to get a 1099 form from a client or employer, check-in with them. Make sure your contact info, especially your mailing and email address, is up-to-date. If they use QuickBooks Online, you can fill out your W-9 and send it to them online. They have until January 31st to file your 1099 with the IRS.

Get your year-end reports

QuickBooks tracks your healthcare, asset, and actual vehicle expenses throughout the year. Use the Tax Summary, Tax Details, and other reports to get these totals.

Send your tax data to TurboTax

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks Self-EmployedQuickBooks Self-Employed App

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.