1099 Freelancer Tax Prep Kit

Best for: Freelancers and contractors gathering 1099 income and records for tax preparation.

Use it to: Organize income, expenses, mileage, home office details and estimated payments for a year-end summary.

Files & software: PDF workbook and Excel tracker. Use Microsoft Excel and a PDF reader.

Choosing between tools? Choose this when your priority is preparing records for tax time. For ongoing budgeting and cash cushion planning, see the 1099 Contractor Budget & Tax Tracker.

Product details

1099 Freelancer Tax Prep Kit | CPA-Created Digital Download

Get organized before tax time with a simple CPA-created workbook and Excel tracker designed for freelancers, self-employed professionals, independent contractors, side hustlers, and anyone earning 1099 income.

The 1099 Freelancer Tax Prep Kit helps you organize income, expenses, mileage, home office details, estimated tax payments, client payments, and year-end questions for your CPA or tax preparer.

This kit was created to help you feel more prepared, less overwhelmed, and more confident when tax time comes around.

WHAT’S INCLUDED:

• 1099 Freelancer Tax Prep Kit PDF Workbook

• 1099 Freelancer Tax Prep Kit Excel Tracker

• 1099 income tracker

• Client payment tracker

• Business expense organizer

• Mileage tracker

• Home office worksheet

• Estimated tax payment tracker

• Tax savings percentage worksheet

• Year-end questions for your CPA

• “What to Do If No Taxes Were Withheld” guide

• CPA-ready year-end summary

THIS IS FOR YOU IF:

• You receive 1099 income

• You are self-employed

• You are a freelancer or independent contractor

• You are a side hustler earning extra income

• You need help organizing business expenses

• You track mileage for business use

• You want to plan ahead for estimated taxes

• You want to feel more prepared before sending information to your CPA

HOW IT WORKS:

1. Purchase this digital product on AielloCPA.com.

2. Once payment is confirmed, download your files using the link in your order email.

3. Open the PDF workbook and Excel tracker.

4. Enter your income, expenses, mileage, payments, and tax details.

5. Review the CPA-ready summary before tax time.

WHAT YOU NEED:

• A computer or laptop

• Microsoft Excel or compatible spreadsheet software

• Basic information about your 1099 income, expenses, mileage, and payments

PLEASE NOTE:

This is a digital download. No physical product will be shipped.

This product is for educational and organizational purposes only. It does not provide personalized tax, accounting, legal, or financial advice. Tax treatment depends on your specific situation. Please consult your CPA or tax professional regarding your individual tax questions.

Because this is a digital product, refunds are limited to duplicate purchases or technical download issues. If you have trouble accessing your files, please email lori@aiellocpa.com with your order number and I will help.

Created by Simple Money Systems by Lori Aiello, CPA.