A one-time digital download for freelancers and small business owners who need to collect their records before a year end or quarter end: a document checklist with 12 categories and 36 documents (income records, invoices issued and received, expense receipts, bank and card statements, mileage and vehicle, home office, equipment, prior returns, identity and registration, tax-office correspondence, people and insurance), each with a tick box and a 'Where I keep it' column, plus one free row per category. It also has a blank notes page where you write the dates and requirements your own tax office or advisor gives you, lines for your questions, a hand-over log, and the checklist filled in as a fictional example. English, Italian, Spanish, French and German in one download, as printable PDF (A4 and US Letter) and TXT. It is an organiser, not tax advice: it states no deadlines and no rules.

The problem it solves

At year end the papers are scattered across folders, drawers, inboxes and apps, you are not sure what is still missing, and you lose time hunting for it.

Who it is for

Freelancers, sole traders and small business owners who want one clear list of what to gather before they meet their accountant or advisor, or before they file with their tax office.

What you get

• A 12-category checklist with 36 documents to gather, so nothing is forgotten when you prepare a year end or quarter end
• A 'Where I keep it' column for every document: write the folder, drawer or app, and find it again in seconds
• One free row in each category for anything particular to your business
• A blank notes page where you write the dates and requirements given to you by your own tax office or advisor, and a space for your questions
• A hand-over log that records what you sent, to whom and when
• A fictional filled example, and English, Italian, Spanish, French and German in one download

How you use it

1. Download and unzip your purchase and open your language folder.
2. Print the PDF (or copy the text from the TXT) and write your name and the period you are preparing.
3. Go through the 12 categories: tick each document you have gathered and write where it is kept.
4. Use the free rows for your own items and mark what is still missing so you can ask for it.
5. On the notes page, write the dates and requirements your tax office or advisor gave you, and your questions; use the hand-over log when you send documents on.

Questions