Self-Employment Worksheet

Self-Employment Income & Expenses Worksheet
Please complete this worksheet to report your self-employment income and business expenses for tax preparation purposes.
Client Full Name
Phone Number

Area CodePhone Number
Email
example@example.com
Business Name (if any)
Type of Business
Total of Business Income for the Year
CashZelle/ Cash App/ PaypalChecks1099Mix of All
Please enter the TOTAL amount for each expense category for the tax year. Do not include personal expenses. If unsure, provide your best estimate.
Advertising & Marketing
Enter total amount spent (example: 250.00)
Supplies & Materials
Enter total amount spent (example: 250.00)
Vehicle Expenses or Mileage
Enter total amount spent (example: 250.00)
Tools & Equipment
Enter total amount spent (example: 250.00)
Phone & Internet (Business Portion)
Enter total amount spent (example: 250.00)
Rent/ Home Office
Enter total amount spent (example: 250.00)
Insurance
Enter total amount spent (example: 250.00)
Professional Fees
Meals with Clients
Enter total amount spent (example: 250.00)
Bank/ Cash App/ Paypal Fees
Enter total amount spent (example: 250.00)
Other Expenses
Enter total amount spent (example: 250.00)
Total Expenses

Self-Employment Income & Expenses Worksheet