Self-Employment Clinic

Eligibility

• Total annual household income of $55,000 or less (gross income from all sources).
• Sole proprietors, independent contractors, and single-member LLCs only.
• We do not prepare returns for corporations, partnerships, businesses with employees, taxi drivers, clergy, day trader, returns with income from rental property including renters in your home, or returns with any cryptocurrency transactions.
  

  If your self-employment income was less than $6,000 

  You can go to our general tax clinic at our main office. The only exception is if you had a home office or operated a home day care.

As someone who is self-employed, you are a small business owner. We’re here to help you understand and meet your tax filing obligations. We can also help you get organized before your appointment if you call our self-employment line. While you’re at your appointment, we’ll have information on resources in the area to help you grow your business.

What is needed for your tax appointment:

Our Self-Employment Tax Organizer (SETO) is based on Schedule C, Profit or Loss from a Business or Service. Use this tool to record your income and expenses from your self-employment.

• The SETO must be completed before your appointment.
• Photo ID for the taxpayer (and spouse if filing jointly). Both spouses must take part in the process for a joint return.
• Social Security card or Individual Taxpayer Identification Number (ITIN) card/letter for all persons listed on the return.
• Birthdate for all persons listed on the return.
• Income statements and forms: W-2, 1099-NEC, 1099-K, or any other tax document.
• Copy of last year’s return – this is important for self-employed taxpayers as it may have needed information about business or service necessary for this year’s return.
• For direct deposit or direct debit – routing and account information.

We must have proof of your Social Security number (and everyone else on the return) by way of a Social Security card, a digital image of it, a previous year’s return, or a document from the IRS or Social Security Administration.

You do not need to bring supporting documentation to your appointment: Invoices, receipts, bank or credit card statements, and mileage logs, but do keep them for your records.

Filling out the SETO

The SETO and its accompanying Cheat Sheet, a guide to help you fill out the SETO, are available to download and print. Other tools are also available such as mileage logs, income and expense worksheets and tips on making estimated tax payments.

• Fill out the organizer with just your self-employment income and expenses. The organizer has different sections and not all apply to your particular business. Use actual amounts; do not round off. Do not list income from W-2s on the organizer
• If you don’t find a category for an expense feel free to write it in the “other” category and identify what it is.

Self-Employment Line
651-262-2169

Patrick Evans
Special Tax Programs Manager
patrick@prepareandprosper.org
651-262-2159

Note: Should you need to come to our office, the parking lot is located diagonally across the street from the building. Use access code 1040# to enter the lot.