Federal and state tax belong in one connected view. Use these private self-checks to screen filing duties, credits, worker status, residency, nexus, sales tax, payroll, and multistate exposure.
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Filing, forms, credits, worker classification, and preparing for your CPA.
Not sure if you even have to file this year? Answer a few quick questions and this free checker walks you through the IRS filing thresholds for your age, income and situation - then points you to the right next step.
Itemized deductions? Side income? Investments or rentals? This free tool maps your situation to the Form 1040 schedules you likely need, so nothing gets missed at filing time.
Tax credits cut your bill dollar-for-dollar - but only if you claim them. This free tool checks common credits (home office, vehicle, education and the Child Tax Credit) against your situation.
Worker classification changes what you owe and what forms you file. This free tool walks through the control-and-independence factors the IRS weighs and tells you which side you likely fall on.
Remote work, a second home, online sales or out-of-state clients can quietly create a tax filing obligation in another state. This free tool screens your situation for likely multi-state ("nexus") exposure.
Walk into your appointment ready. Answer a few questions and this free tool builds a personalized checklist of the income documents, statements and records to gather before you meet your CPA.
This free tool walks you through Schedule C Gross Receipts.
This free tool walks you through Quarterly Estimated Tax Safe Harbor.
This free tool walks you through Self-Employment Tax and Schedule SE.
This free tool walks you through Home Office Deduction.
This free tool walks you through Business Vehicle and Mileage Deduction.
This free tool walks you through Business Meals Deduction.
This free tool walks you through Equipment: Section 179 or Depreciation.
This free tool walks you through Startup and Organizational Costs.
This free tool walks you through Qualified Business Income Deduction.
This free tool walks you through Self-Employed Health Insurance Deduction.
This free tool walks you through Solo 401(k) Contribution Limits.
This free tool walks you through SEP IRA Eligibility and Contribution.
This free tool walks you through HSA Eligibility and Deduction.
This free tool walks you through Supplies, Software, and Subscriptions.
This free tool walks you through Business Phone and Internet Allocation.
This free tool walks you through Overnight Business Travel.
This free tool walks you through Business Education and Training.
This free tool walks you through Legal, Accounting, and Professional Fees.
This free tool walks you through Inventory and Cost of Goods Sold.
This free tool walks you through Form 1099-K and Payment Processor Reconciliation.
This free tool walks you through Business Cryptocurrency and Digital Assets.
This free tool walks you through Creator, Influencer, and Sponsorship Income.
This free tool walks you through Online Marketplace Income and Fees.
This free tool walks you through Foreign Clients and U.S. Tax Reporting.
This free tool walks you through Nonresident Solopreneur with U.S. Clients.
This free tool walks you through S Corporation Election for a Solopreneur.
This free tool walks you through S Corporation Reasonable Compensation.
This free tool walks you through Hiring and Reporting an Independent Contractor.
This free tool walks you through Hiring a First Employee: Federal Payroll Taxes.
This free tool walks you through Year-End Tax Planning for Solopreneurs.
Residency, nexus, apportionment, sales tax, payroll, PTET, and historical exposure.
Organize receipts, payroll, property, service-delivery, and nonbusiness income facts used to divide taxable income among states.
Screen whether operating, hiring, or selling in a state creates business registration, foreign-qualification, or licensing obligations, and what to gather before registering.
Check whether withholding and state estimated payments are keeping pace with income and whether extensions cover filing but not payment obligations.
Identify employees, property, sales, services, registrations, and other state contacts that may trigger income, franchise, gross-receipts, or minimum taxes.
Screen whether city, county, or other local taxes (local income, business, gross-receipts, or occupancy taxes) may apply to your business or income, and what to confirm.
Separate marketplace-facilitated sales from direct sales and identify the registration, reporting, and documentation duties that may remain.
Check whether the same income was taxed by multiple states and organize the returns and payment evidence needed for a resident credit.
Identify work locations, employee residences, reciprocity, unemployment accounts, and registrations needed when employees work across state lines.
Organize entity, owner, state, election, payment, credit, and cash-flow facts before deciding whether a PTET election may be useful and available.
Identify the states that may tax wages or create employer registration duties when work is performed away from the employer's office.
Work through domicile, day-count, home, move-date, and state-source income facts that commonly drive resident, part-year, and nonresident returns.
Screen physical and economic connections that may require sales tax registration, collection, filing, or historical remediation.
Organize product, service, customer, delivery, and exemption facts before deciding whether sales tax should be charged.
Assess whether unfiled prior-period obligations should be quantified before registration, filing, or contacting a state.
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