Hello! Please note that this page is in a rough BETA form. More design, more tools, more imagery to come …throughout 2023

If you file ANNUALLY with WA State

These have the same dates, in different formats. The ones with 2 pages have an “info sheet” on the back.

Tax + License Dates - A
Tax + License Info Sheet + Sticker Chart - A - 2 pages
5 year Tax + License Checklist - A - 2 page

If you file QUARTERLY with WA State

These have the same info, in different formats:

Tax + License Dates - Q
Tax + License Info Sheet + Sticker Chart - Q - 2 pages
5 year Tax + License Checklist - Q - 2 pages

Tax + License
Checklists

Tax Season

Getting Ready

Essential Numbers - All the numbers you need for reporting to City/State/Federal - Service Providers
Tax Prep Sheet - For Filing with Seattle + WA State  ~ 2 pages

Seattle

Ready, Set, File! For Seattle - B&O Tax Return / 2 pages
NEW File Seattle - Cheat Sheet / For Service Providers, with screenshots / 2 pages

WA

Ready, Set, File! For WA State - Combined Excise Tax Return / 2 pages
NEW File WA - Cheat Sheet / For Service Providers / 2 pages

IRS

Option 1 - All-at-once

All At Once Prep List for Filing IRS Taxes ~ Good for working last minute!
(Or see below for the complete process.)
File Online Personal and Business ~ Once you have all your numbers and forms.

Option 2 - Ala Carte Tools

All Income Snapshot - for Tax Prep - to help with IRS Filing
1099-MISC chart ~ If filing 1099s for multiple people
Tax Prep - Schedule C + SE Cheat Sheet for the IRS

Option 3 - Complete Series

Prep IRS Taxes - Step Zero:  REWARDS Menu ♥ + Reward Menu - 103 Ways
Prep IRS Taxes - Step One: WARM UP
Prep IRS Taxes - Step Two: COLLECT Stuff
Prep IRS Taxes - Step Three: CALCULATE - Basic and CALCULATE - Next Level
Prep IRS Taxes - Step Four: Check and Find Missing Stuff
Prep IRS Taxes - Step Five: File! Choose which fits your situation ~
File! - Online
File! - with Tax Pro
Prep IRS Taxes - Step Six: Store
Prep IRS Taxes - Step Seven: Reward + Reflect

NEW! IRS Sticker Chart + Companion
Mermaid
Unicorn
Butterfly
Lucky Cat
Rainbow
Tiger

Number Tracking + Biz Chores

Calendar +
Great Boss Tools

Get Licensed!

(Not in the book)

4 Government Agencies + Requirements (Drawing)

Too Legit Checklists - A bit old, and still useful, waiting to be Re-designed
**Please Note: Seattle now uses FileLocal, not SELF. Updates to worksheets coming soon.....

Sole Proprietor - NO Sales Tax
Sole Proprietor - with Sales Tax
LLC - NO Sales Tax
LLC - with Sales Tax