Free tool

Tax readiness score

Eight quick questions about your records, your software, and your habits — and we’ll tell you how April is likely to go.

0 of 8 answered

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  1. 1.

    Do you capture receipts as they arrive — not at tax time?

  2. 2.

    Do you keep business and personal expenses in separate accounts?

  3. 3.

    Do you track business mileage with dates and destinations?

  4. 4.

    Do you know which Schedule C line each expense belongs on?

  5. 5.

    Do you pay quarterly estimated taxes on time?

  6. 6.

    If you work from home, do you track your home office expenses?

  7. 7.

    Do you track all 1099-NEC income you receive?

  8. 8.

    Could you produce organized expense records within 48 hours if audited?

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