{"id":13356,"date":"2025-02-13T05:50:04","date_gmt":"2025-02-13T13:50:04","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=13356"},"modified":"2026-01-26T09:13:33","modified_gmt":"2026-01-26T17:13:33","slug":"the-diy-tax-filing-checklist-that-every-small-business-owner-needs","status":"publish","type":"post","link":"https:\/\/www.honeybook.com\/blog\/the-diy-tax-filing-checklist-that-every-small-business-owner-needs","title":{"rendered":"Simple DIY tax filing guide and checklist for independent businesses"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em><em><em><em><em>Filing your taxes as an independent business owner doesn\u2019t have to be a struggle. Use our DIY tax filing checklist to stay organized during tax season.<\/em><\/em><\/em><\/em><\/em><\/p>\n\n\n\n<p>Managing taxes as an independent business owner doesn&#8217;t have to be daunting. Whether you&#8217;re sorting through receipts, selecting the right tax forms, or maximizing your deductions\u2014tax season, with the right amount of preparation, can be a smooth and manageable process.&nbsp;<\/p>\n\n\n\n<p>If you\u2019re a single-owner LLC or sole proprietor, doing your own self-employment taxes can actually be the best option for a seamless tax season. You don\u2019t have to worry about a corporate tax return or any W-2s for employees\u2014making the entire process incredibly straightforward (assuming that any assistants or freelancers that you hire are paid as independent contractors).<\/p>\n\n\n\n<p>Not only will you save a couple of bucks on an accountant, but doing your own bookkeeping and filing your own taxes helps you gain more control over your business. A plus, it also gives you a much better understanding of how business income taxes work and how your business is doing on a micro and macro level.<\/p>\n\n\n\n<p>Unsure of where to get started? We\u2019ve got you covered. In this blog post, we\u2019ll give you a step-by-step overview of filing your taxes, tax forms you\u2019ll need, and different ways to file your taxes. Even better, we\u2019ve included a checklist so you can be sure that nothing gets missed as you prep for taxes this year.\u00a0<\/p>\n\n\n\n<p>Now, let\u2019s dive in.&nbsp;<\/p>\n\n\n\n<div class=\"aligncenter wp-block-ugb-container ugb-container ugb-8cb8722 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-8cb8722-wrapper.ugb-container__wrapper{border-radius:0px !important;background-color:#131416 !important}.ugb-8cb8722-wrapper.ugb-container__wrapper:before{background-color:#131416 !important}.ugb-8cb8722-content-wrapper > h1,.ugb-8cb8722-content-wrapper > h2,.ugb-8cb8722-content-wrapper > h3,.ugb-8cb8722-content-wrapper > h4,.ugb-8cb8722-content-wrapper > h5,.ugb-8cb8722-content-wrapper > h6{color:#ffffff}.ugb-8cb8722-content-wrapper > p,.ugb-8cb8722-content-wrapper > ol li,.ugb-8cb8722-content-wrapper > ul li{color:#ffffff}@media screen and (min-width:768px){.ugb-8cb8722 > .ugb-inner-block > .ugb-block-content > *{padding-top:46px !important;padding-bottom:46px !important;padding-right:46px !important;padding-left:46px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-8cb8722-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-8cb8722-content-wrapper\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h2 class=\"wp-block-heading has-white-color has-text-color has-link-color wp-elements-987eb1cc0ea247c3c724200a8e19da5e\">Get ahead of tax season<\/h2>\n\n\n\n<p class=\"has-white-color has-text-color has-link-color wp-elements-19ca39174e58fca54504848ab83b8f64\">Use our free self-employment tax calculator to estimate your tax rate. <\/p>\n\n\n\n<div class=\"wp-block-ugb-button ugb-button-wrapper ugb-f3e4bde ugb-main-block\"><style>.ugb-f3e4bde .ugb-block-content{justify-content:flex-start !important}.ugb-f3e4bde .ugb-button1{background-color:#5e30e3}.ugb-f3e4bde .ugb-button1 .ugb-button--inner,.ugb-f3e4bde .ugb-button1 svg:not(.ugb-custom-icon){color:#ffffff !important}.ugb-f3e4bde .ugb-inner-block{text-align:left}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-button-container\"><a class=\"ugb-button1 ugb-button ugb-button--size-normal\" href=\"https:\/\/www.honeybook.com\/tools\/self-employment-tax-calculator\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"\"><span class=\"ugb-button--inner\">Estimate taxes<\/span><\/a><\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/www.honeybook.com\/tools\/self-employment-tax-calculator\"><img fetchpriority=\"high\" decoding=\"async\" width=\"581\" height=\"515\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/12\/tax-calculator_form-graphic.png\" alt=\"\" class=\"wp-image-92153\" style=\"width:250px\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/12\/tax-calculator_form-graphic.png 581w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/12\/tax-calculator_form-graphic-300x266.png 300w\" sizes=\"(max-width: 581px) 100vw, 581px\" \/><\/a><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<p><strong>Jump to:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#structure\">Why business structure matters for taxes<\/a><\/li>\n\n\n\n<li><a href=\"#prepare\">Step-by-step tax filing overview <\/a><\/li>\n\n\n\n<li><a href=\"#forms\">Gathering Tax Forms and Numbers with HoneyBook Invoicing<\/a><\/li>\n\n\n\n<li><a href=\"#filing-taxes\">Filing taxes online, by mail, or through a tax preparer<\/a><\/li>\n\n\n\n<li><a href=\"#FAQs\">FAQs on DIY taxes for business owners<\/a><\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-0041221 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-0041221-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-0041221-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-0041221.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-0041221-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-0041221-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-c9eef97 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-c9eef97 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-c9eef97-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-381f79f ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-381f79f-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-97eb796 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-97eb796-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>With your HoneyBook account connected to your Quickbooks, you can push your payments into your accounting software so all of your reports are up-to-date in real time.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<span id=\"structure\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Why business structure matters for taxes<\/h2>\n\n\n\n<p>Your business structure significantly affects how you file taxes and how much you pay. As an independent business owner, you likely operate as either a sole proprietorship or a single-member LLC.<\/p>\n\n\n\n<p>A <strong>sole proprietorship<\/strong> requires no formal paperwork or registration, making it the default choice for many independent businesses. However, this structure means your business income is taxed as personal income. Your tax rate depends on your total household income bracket, which could result in higher taxes even with modest business earnings.<\/p>\n\n\n\n<p>A <strong>single-member LLC<\/strong> offers distinct advantages. It creates a legal separation between your personal and business finances, protecting your personal assets. Your business income is taxed at corporate rates rather than personal tax brackets. Both structures allow you to claim the same deductions for business expenses like travel, equipment, and meals.<\/p>\n\n\n\n<span id=\"prepare\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Step-by-step tax filing overview<\/h2>\n\n\n\n<p>Filing taxes as an independent business owner doesn&#8217;t have to be overwhelming. With a clear plan and the right tools, you can navigate the process seamlessly. This overview will walk you through tax filing step by step, breaking down everything you need to do to tackle this tax season with confidence.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Confirm your filing requirement<\/h3>\n\n\n\n<p>Most independent business owners will need to file taxes, especially if they earned $400 or more in self-employment income, which is subject to <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/tools\/self-employment-tax-calculator\" target=\"_blank\" rel=\"noopener\" title=\"self-employment tax\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"4704\">self-employment tax<\/a>, including Social Security and Medicare contributions. If you also have W-2 income from an employer, you\u2019ll need to report both sources on your tax return.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Collect all required tax documents and forms<\/h3>\n\n\n\n<p>Before filing, collect all required tax forms and financial records. Using the HoneyBook Tax Filing Checklist (below) and <a href=\"https:\/\/www.honeybook.com\/app\/tax-hub\">Tax Hub<\/a> to ensure you don\u2019t miss anything. Key documents include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Income documents<\/strong>: 1099-NECs for freelance work, 1099-Ks for third-party payments, or W-2s (if applicable).<\/li>\n\n\n\n<li><strong>Expense records<\/strong>: Business-related deductions, receipts, and estimated tax payments.<br>Keeping everything in one place will streamline the filing process.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Mark important tax deadlines<\/h3>\n\n\n\n<p>Tax Day typically falls on April 15, unless it lands on a weekend or holiday. If you\u2019re self-employed, quarterly estimated tax payments are also due throughout the year. Staying ahead of these deadlines helps avoid penalties.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4: Choose how to file your taxes<\/h3>\n\n\n\n<p>Decide which tax filing method works best for you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>IRS Free File<\/strong> (if you qualify based on income)<\/li>\n\n\n\n<li><strong>Tax software <\/strong>(like <a href=\"https:\/\/turbotax.intuit.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">TurboTax <\/a>or <a href=\"https:\/\/www.taxact.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">TaxAct<\/a>)<\/li>\n\n\n\n<li><strong>A professional tax preparer <\/strong>(such as a CPA or tax attorney)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5: File your tax return electronically or by mail<\/h3>\n\n\n\n<p>Once everything is ready, you can submit your federal income tax return and, if required, your state tax return:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>E-filing<\/strong> is faster and reduces errors.<\/li>\n\n\n\n<li><strong>Paper filing<\/strong> is an option, but takes longer to process.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Step 6: Pay any taxes owed or receive your refund<\/h3>\n\n\n\n<p>After filing, you\u2019ll either owe taxes or be eligible for a refund. If you qualify for an income tax credit, it may help lower your total tax bill or increase your refund.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>If you owe taxes:<\/strong> Pay online via the IRS website, by check, or through direct bank transfer.<\/li>\n\n\n\n<li><strong>If you expect a refund:<\/strong> Direct deposit is the fastest way to receive your check.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Step 7: Keep your tax records organized<\/h3>\n\n\n\n<p>Save copies of your return, receipts, and all supporting documents for at least seven years in case of an audit or future reference. Digital storage on your computer or mobile device is a great way to keep things organized.<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-2b6db48 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-2b6db48-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-2b6db48-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-2b6db48.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-2b6db48-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-2b6db48-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-7c1e46f ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-7c1e46f > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-7c1e46f-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-2bea970 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-2bea970-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-ccbe7d5 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-ccbe7d5-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>Remember to start tracking expenses at the beginning of the year. The most common categories your business expenses will fall under cost of goods sold, marketing and advertising, dues and subscriptions, and salaries and wages. Learn more about <a href=\"https:\/\/www.honeybook.com\/blog\/tracking-expenses-for-small-business\" target=\"_blank\" rel=\"noreferrer noopener\">tracking expenses<\/a>.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<p><\/p>\n\n\n\n<span id=\"forms\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Gathering Tax Forms and Numbers with HoneyBook Invoicing<\/h2>\n\n\n\n<p>As we mentioned above, before you can file your taxes, you\u2019ll need to get organized with all the tax forms and numbers that you\u2019ll need. As soon as you can start (preparing for the tax year prior), use the following checklist and the <a href=\"https:\/\/www.honeybook.com\/app\/tax-hub\" target=\"_blank\" rel=\"noreferrer noopener\">HoneyBook Tax Hub<\/a> to gather your documents and <a href=\"https:\/\/www.honeybook.com\/blog\/5-annual-financial-reports-update\">financial reports<\/a>. Depending on your business structure and work, you may not need all these documents and forms, but it\u2019s a good rule of thumb to have the full list on hand. Here\u2019s a rundown of what you should be looking for.&nbsp;<\/p>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"88821\" class=\"elementor elementor-88821\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-af8975c e-con-full cta_click e-flex e-con e-parent\" data-id=\"af8975c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-d21be99 e-con-full e-flex e-con e-child\" data-id=\"d21be99\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bbc2a58 elementor-widget elementor-widget-image\" data-id=\"bbc2a58\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"476\" height=\"534\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/cta-lead-magnet-banner.png\" class=\"attachment-medium_large size-medium_large wp-image-88442\" alt=\"\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/cta-lead-magnet-banner.png 476w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/cta-lead-magnet-banner-267x300.png 267w\" sizes=\"(max-width: 476px) 100vw, 476px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a747e99 e-con-full e-flex e-con e-child\" data-id=\"a747e99\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d55b379 elementor-widget elementor-widget-heading\" data-id=\"d55b379\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Download the small business tax filing checklist\n<\/span>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9369481 e-con-full e-flex e-con e-child\" data-id=\"9369481\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a24f349 elementor-widget elementor-widget-text-editor\" data-id=\"a24f349\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Check out the checklist so you can refer to it as you prepare for this tax season.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-771d280 click-tax-filing-checklist elementor-widget elementor-widget-button\" data-id=\"771d280\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get the checklist<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\n\n\n<h4 class=\"wp-block-heading\">Business tax forms and numbers<\/h4>\n\n\n\n<p>\u2610 &nbsp; Your personal Social Security Number (SSN) and business EIN. If you\u2019re a sole proprietor, you may only have an SSN, which is used for tax reporting, instead of a separate business tax ID<\/p>\n\n\n\n<p>\u2610&nbsp; All 1099-NECs you\u2019ve received. These will come from any non-salary\/non-employee freelance work you did that exceeded $600. The employers will ask for your EIN\/SSN and mailing address.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You\u2019ll be receiving these throughout the month of January\u2014collect them in a folder until you\u2019re ready to file your taxes. If they don\u2019t send you one, that\u2019s their mistake, not yours! Reach out to the payer first to remind them to send you a 1099. If you still don\u2019t receive a 1099 by February, <a href=\"https:\/\/www.irs.gov\/newsroom\/heres-what-taxpayers-should-do-if-they-have-missing-or-incorrect-documents\" target=\"_blank\" rel=\"noreferrer noopener\">call the IRS<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>\u2610&nbsp; General income. This refers to all other income that you did not report in the 1099-NEC section.<\/p>\n\n\n\n<p>\u2610&nbsp; Transportation Expenses:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Total miles driven in the tax year\u2014both business and personal<\/li>\n\n\n\n<li>Miles driven for business (you can use an <a href=\"https:\/\/www.forbes.com\/advisor\/business\/software\/best-mileage-tracker-app\/\" target=\"_blank\" rel=\"noreferrer noopener\">app like QuickBooks<\/a>)<\/li>\n\n\n\n<li>Tolls paid during business driving<\/li>\n\n\n\n<li>Public transportation expenses (train tickets, subway, etc.)<\/li>\n\n\n\n<li>Parking fees (parking meters, parking garages, etc.)<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-e509e3a ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-e509e3a-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-e509e3a-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-e509e3a.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-e509e3a-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-e509e3a-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-bfc166a ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-bfc166a > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-bfc166a-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-f967664 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-f967664-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-2308e2a ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-2308e2a-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>I recommend not tracking gas and vehicle expenses and instead taking the IRS\u2019s standard mileage rate. The <a href=\"https:\/\/www.irs.gov\/tax-professionals\/standard-mileage-rates\" target=\"_blank\" rel=\"noreferrer noopener\">IRS\u2019s standard mileage rate<\/a> changes annually and occasionally midyear.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<p>\u2610&nbsp; All 1099-NEC forms that you\u2019ve issued. These are for any non-salary\/non-employee freelancers who you paid at least $600 during the year.&nbsp;<\/p>\n\n\n\n<p>If you haven\u2019t sent these yet, you\u2019ll need to know their full company name (if applicable), EIN or SSN, and mailing address. You can collect all of this by sending them a W9 to fill out when you hire them. You\u2019ll need to fill out a 1099-NEC form for each worker and mail a copy to the IRS and the recipient by January 31st. Programs like QuickBooks often create these for you.<\/p>\n\n\n\n<p>\u2610&nbsp; Any form 1099-MISC that you\u2019ve issued. These are for miscellaneous payments over $6,000 for non-employees, such as attorneys frees, or any awards or prizes you may have issued as part of your work.&nbsp;<\/p>\n\n\n\n<p>\u2610&nbsp; The cost of any (non-medical) insurance for your business. This includes liability insurance, equipment insurance, etc.<\/p>\n\n\n\n<p>\u2610&nbsp; Advertising expenses. These include digital ads on Facebook and Instagram, brochures, business cards, web hosting\/blog expenses, logo design, etc.<\/p>\n\n\n\n<p>\u2610&nbsp; Office deductions such as equipment expenses, stamps, flash drives, software subscriptions, etc.<\/p>\n\n\n\n<p>\u2610&nbsp; Supplies such as boxes, packaging, printer paper, ink, pens, post-its, planner, etc.<\/p>\n\n\n\n<p>\u2610&nbsp; Other expenses. These could include PayPal\/bank\/ATM fees, courses, workshops, client gifts, etc.<\/p>\n\n\n\n<p>\u2610&nbsp; <a href=\"https:\/\/www.irs.gov\/newsroom\/how-small-business-owners-can-deduct-their-home-office-from-their-taxes\" target=\"_blank\" rel=\"noreferrer noopener\">Home office expenses<\/a>. You can only deduct these if you use part of your home solely for business, such as an office, desk, or studio. Common areas like your kitchen, bathroom, hallways, etc., do not count.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Square footage of the whole home<\/li>\n\n\n\n<li>Square footage of the <em>business-only<\/em> area of the home<\/li>\n\n\n\n<li>Percentage of time you conduct business inside vs. out of the home<\/li>\n\n\n\n<li>Expenses relevant to the whole home\u2014mortgage interest, property taxes, condo insurance, utilities, etc.<\/li>\n<\/ul>\n\n\n\n<p>\u2610&nbsp; If you have a SEP IRA set up for your business, it\u2019ll let you know the maximum amount you can contribute to the account. The more you contribute, the more your taxes will go down (by roughly 15%)<em>.<\/em><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Personal tax forms and numbers<\/h4>\n\n\n\n<p>\u2610&nbsp; Any 1099-INTs you\u2019ve received\u2014these come from banks, brokerages, etc.<\/p>\n\n\n\n<p>\u2610&nbsp; Any 1099-DIVs you\u2019ve received\u2014these come from investments, retirement accounts, etc.<\/p>\n\n\n\n<p>Banks may mail or email these to you, or post them on your account under \u201cDocuments\u201d, Tax Documents\u201d, \u201cE-Documents\u201d, etc.<\/p>\n\n\n\n<p>\u2610&nbsp; Any additional (personal, not under your business) 1099-NECs you\u2019ve received for miscellaneous freelance\/subcontractor work. These will be associated with your personal SSN, not your business EIN.<\/p>\n\n\n\n<p>\u2610&nbsp; 1099-K, if you\u2019ve received one for third-party network transactions.<\/p>\n\n\n\n<p>\u2610&nbsp; 1099-G, if you\u2019ve received unemployment or local income tax refunds, etc.<\/p>\n\n\n\n<p>\u2610&nbsp; Property tax information. If you entered this info under the \u201cHome office\u201d section, it\u2019ll carry over the info and give you the proper deduction for the non-business portion of your home.<\/p>\n\n\n\n<p>\u2610&nbsp; Any charitable donations. You\u2019ll need the name of the 501(c)(3) organization, the dollar value of the donation, and a donation receipt.<\/p>\n\n\n\n<p>\u2610&nbsp; Any 1098-E or 1098-Ts. If you\u2019ve paid any money towards tuition, student loans, etc.<\/p>\n\n\n\n<p>\u2610&nbsp; Any medical expenses<\/p>\n\n\n\n<p>\u2610&nbsp; Estimated taxes. Each quarter, you\u2019ll file a Form 1040-ES and submit your estimated taxes. To do this, just take last year\u2019s federal tax due and divide by 4, then pay these equal amounts by the quarterly due dates throughout the year. You can file online at sites like pay1040.com, etc. If you are concerned about this process, be sure to speak with an accounting professional.<\/p>\n\n\n\n<p>Enter the quantities you paid and the dates submitted. Don\u2019t include any online credit card fees you might have paid for filing\/submitting.<\/p>\n\n\n\n<p>\u2610&nbsp; Retirement\/Investments such as a Roth IRA. If you\u2019re financially able to, you should consider contributing the maximum\u2014it isn\u2019t taxed when you take out the funds when you retire!<\/p>\n\n\n\n<p>\u2610&nbsp; Any moving expenses, accountant fees (or the price of the TurboTax software), etc.<\/p>\n\n\n\n<span id=\"filing-taxes\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Filing taxes online, by mail, or through a tax preparer<\/h2>\n\n\n\n<p>Using tools like <a href=\"https:\/\/www.honeybook.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">HoneyBook<\/a> will help you keep thorough records of your self-employment income and expenses to make your DIY taxes easier. With your records, you can then file your federal return using one of three methods: online, by mail, or with a tax preparer:&nbsp;&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Filing taxes online<\/h3>\n\n\n\n<p>Electronic filing is one of the easiest ways to do your taxes. There are a variety of tax software programs available, though it\u2019s important to pay attention to software costs.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.irs.gov\/e-file-providers\/free-file-fillable-forms\" target=\"_blank\" rel=\"noreferrer noopener\">IRS fillable forms<\/a> for any income level<\/li>\n\n\n\n<li>IRS Free File\u2019s <a href=\"https:\/\/apps.irs.gov\/app\/freeFile\" target=\"_blank\" rel=\"noreferrer noopener\">guided tax software<\/a> if your adjusted gross income is $79,000 or less<\/li>\n\n\n\n<li>Tax software such as TurboTax Business Online or TaxAct for small businesses<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Filing by mail<\/h3>\n\n\n\n<p>Filing by mail entails printing out your forms, such as Form 1040; all of the relevant schedules, such as Schedule C (Profits From a Business) and Form 8829 (Business Use of Your Home); and any other required forms. Look at the <a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/i1040gi.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">form instructions<\/a> for the IRS mailing address and mail all of your forms by the deadline.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Filing with a tax preparer<\/h3>\n\n\n\n<p>You may want to have a <a href=\"https:\/\/turbotax.intuit.com\/tax-tips\/tax-pro\/what-is-a-tax-preparer\/L6qaPUWtX\" target=\"_blank\" rel=\"noreferrer noopener\">professional tax preparer<\/a> handle your taxes, especially if you have any complex tax situations. By working with tax experts, you can take much of the guesswork out of your taxes, maximize your tax deductions, and reduce the risk of errors. Be sure to compare tax preparation fees, as costs can vary depending on your tax situation. Plus, these professionals are trained to avoid entry errors, why it can be easy to have human error get in the way if you\u2019re doing your own taxes.&nbsp;<\/p>\n\n\n\n<p>However, when working with them, it\u2019s still important to make sure you\u2019re providing them with all of your accurate income, asset, and expense information. Your choices include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enrolled agents who have credentials with the IRS<\/li>\n\n\n\n<li>Certified Public Accountants (CPAs)<\/li>\n\n\n\n<li>Tax attorneys<\/li>\n\n\n\n<li>Tax preparation tools like H&amp;R Block<\/li>\n<\/ul>\n\n\n\n<span id=\"FAQs\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">FAQs on DIY taxes for business owners<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">When do I need to file my taxes in 2025?<\/h3>\n\n\n\n<p>The deadline for filing and paying taxes in 2025 is Tuesday, <a href=\"https:\/\/www.irs.gov\/newsroom\/2024-tax-filing-season-set-for-january-29-irs-continues-to-make-improvements-to-help-taxpayers\" target=\"_blank\" rel=\"noreferrer noopener\">April 15<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can you do taxes by yourself?<\/h3>\n\n\n\n<p>Yes, you can absolutely do your own taxes as an independent business owner. With the right tools and preparation, DIY tax filing can be a straightforward process. Tax software can help ensure accuracy and claim all eligible deductions for the maximum refund. The key is to stay organized, track your income and expenses throughout the year, and use resources like the HoneyBook Tax Filing Checklist and <a href=\"https:\/\/www.honeybook.com\/app\/tax-hub\" target=\"_blank\" rel=\"noreferrer noopener\">Tax Hub<\/a> to ensure you have everything you need. If your taxes become too complex, you can always consult a tax professional for additional support.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I file my taxes for free?<\/h3>\n\n\n\n<p>You can file your taxes for free at <a href=\"https:\/\/www.irs.gov\/e-file-providers\/free-file-fillable-forms\" target=\"_blank\" rel=\"noreferrer noopener\">IRS.gov<\/a> as long as you meet the eligibility requirements, including the limits on your taxable income. If using an IRS tax preparation partner, you may be charged for filing a state tax return.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Should I use the standard deduction or itemized deductions?<\/h3>\n\n\n\n<p>The IRS lets you deduct eligible expenses to lower your taxable income, thus lowering your tax liability. You can itemize these business deductions, which include expenses such as mortgage interest, state taxes, and charitable contributions, to name a few. If you don\u2019t itemize deductions, you can take the standard deduction. Additionally, some independent business owners may qualify for an income tax credit, which can further reduce the amount of tax owed.<\/p>\n\n\n\n<p>Choose the method that will result in your <a href=\"https:\/\/www.nerdwallet.com\/article\/taxes\/standard-deduction\">maximum t<\/a><a href=\"https:\/\/www.nerdwallet.com\/article\/taxes\/standard-deduction\" target=\"_blank\" rel=\"noreferrer noopener\">a<\/a><a href=\"https:\/\/www.nerdwallet.com\/article\/taxes\/standard-deduction\">x savings<\/a>. If you add your itemized deductions and the total is less than the standard deduction, then use the standard deduction. Itemizing your deductions could lead to larger tax savings, however, if your total is larger than the standard deduction.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Is it worth it to file my own taxes?<\/h3>\n\n\n\n<p>Filing your own taxes can save money and give you better control over your finances, especially with tax software or IRS Free File. If your tax situation is simple and well-organized, DIY tax filing is a great option. However, for complex returns or maximizing deductions, hiring a tax professional may be worth considering.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">When can I expect my federal tax return?<\/h3>\n\n\n\n<p>A <a href=\"https:\/\/www.investopedia.com\/terms\/t\/taxreturn.asp\" target=\"_blank\" rel=\"noreferrer noopener\">federal tax return<\/a> is the form you file with the IRS. It\u2019s your responsibility to obtain this return and file it, along with any tax payments you owe. If you\u2019re expecting a federal tax refund, you can use the agency\u2019s <a href=\"https:\/\/www.irs.gov\/newsroom\/tax-time-guide-irs-enhances-wheres-my-refund-tool-for-2024-filing-season\" target=\"_blank\" rel=\"noreferrer noopener\">Where\u2019s My Refund?<\/a> tool to check its status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Take control of your business taxes<\/h2>\n\n\n\n<p>Filing your own taxes as an independent business owner is more than just a cost-saving measure\u2014it&#8217;s an opportunity to gain deeper insight into your business finances. While the process may seem daunting at first, staying organized throughout the year and following the steps outlined in this guide can make tax season manageable and even empowering.<\/p>\n\n\n\n<p>Remember, whether you choose to file online, by mail, or with professional help, the key is maintaining thorough records and understanding your business&#8217;s tax obligations. Our checklist and <a href=\"https:\/\/www.honeybook.com\/app\/tax-hub\" target=\"_blank\" rel=\"noreferrer noopener\">Tax Hub<\/a> can help you ensure that you have all the necessary documents ready. And if your situation is a bit more complex, don&#8217;t hesitate to consult a tax professional to help out.\u00a0<\/p>\n\n\n\n<p>By taking charge of your tax preparation, you&#8217;re not just fulfilling a business obligation\u2014you&#8217;re developing valuable financial literacy skills that will serve you well as your business grows. Start preparing early, stay organized, and you\u2019ll be sure to approach tax season with confidence.<\/p>\n\n\n\n<p><strong><em>Disclaimer: The advice featured in this blog post was sourced from our community members for sharing general information and knowledge. For specific financial and legal advice, please consult an authorized professional.<\/em><\/strong><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Filing your taxes as an independent business owner doesn\u2019t have to be a struggle. Use our DIY tax filing checklist to stay organized during tax season. Managing taxes as an independent business owner doesn&#8217;t have to be daunting. Whether you&#8217;re sorting through receipts, selecting the right tax forms, or maximizing your deductions\u2014tax season, with the [&hellip;]<\/p>\n","protected":false},"author":316,"featured_media":98298,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[458,26,545],"tags":[309,505,209],"class_list":["post-13356","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-finance-tips","category-mobile-app","tag-business-planning","tag-financial-reports","tag-taxes"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/03\/DIY-tax-filing.png",2000,1548,false],"thumbnail":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/03\/DIY-tax-filing-150x150.png",150,150,true],"medium":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/03\/DIY-tax-filing-300x232.png",300,232,true],"medium_large":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/03\/DIY-tax-filing-768x594.png",768,594,true],"large":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/03\/DIY-tax-filing-1024x793.png",1024,793,true],"1536x1536":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/03\/DIY-tax-filing-1536x1189.png",1536,1189,true],"2048x2048":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/03\/DIY-tax-filing.png",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Filing your taxes as an independent business owner doesn\u2019t have to be a struggle. Use our DIY tax filing checklist to stay organized during tax season. Managing taxes as an independent business owner doesn&#8217;t have to be daunting. Whether you&#8217;re sorting through receipts, selecting the right tax forms, or maximizing your deductions\u2014tax season, with the right amount of preparation, can be a smooth and manageable process.&nbsp; If you\u2019re a single-owner LLC or sole proprietor, doing your own self-employment taxes can actually be the best option for a seamless tax season. You don\u2019t have to worry about a corporate tax return&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/www.honeybook.com\/blog\/category\/featured\" rel=\"category tag\">Featured<\/a>, <a href=\"https:\/\/www.honeybook.com\/blog\/category\/finance-tips\" rel=\"category tag\">Finance tips<\/a>, <a href=\"https:\/\/www.honeybook.com\/blog\/category\/mobile-app\" rel=\"category tag\">Mobile App<\/a>","author_info_v2":{"name":"Lin Pernille","url":"https:\/\/www.honeybook.com\/blog\/author\/lin-pernille-kristensen"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Easy Tax Filing Checklist for Small Businesses | HoneyBook<\/title>\n<meta name=\"description\" content=\"Use HoneyBook&#039;s tax filing checklist to organize documents, track income and expenses, and feel more confident filing small business taxes.\" \/>\n<meta name=\"robots\" content=\"index, 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