Tax Preparation Guides & Expense Tracking Tools

Schedules C, E & F

To help you prepare for tax season, we've created simple guides and tracking tools for the most common self-employed and investment income schedules. 

Identify the worksheets you need below and download the PDFs at the bottom of this page to get started. 

Schedule C - Business Income (Sole Proprietors)

If you run a business as a sole proprietor, this guide will help you:

• Track income and expenses properly
• Organize documentation throughout the year
• Understand what’s deductible
• Avoid common reporting mistakes
• Document home office expenses if you qualify

Download the Schedule C Best Practices Guide, Expense Tracking Worksheet, and Home Office Deduction Worksheet at the bottom of this page.

Schedule E - Rental or Pass-Through Income

If you have rental properties or income from partnerships/S-Corps, this guide will help you:

• Track rental income and expenses
• Categorize deductible expenses correctly
• Prepare organized documentation for tax filing

Download the Schedule E Best Practices Guide & Expense Tracking Worksheets at the bottom of this page.

Schedule F - Farm Income

If you report farm income, this guide will help you:

• Track farm-related income and costs
• Maintain clean financial records
• Prepare supporting documentation

Download the Schedule F Best Practices Guide & Expense Tracking Worksheets at the bottom of this page.

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