Hello!

Changes are coming in 2025!
These tools will get updated and revamped. Moved to a new shop! That will be free to Sidekick subscribers, available to all at a low price.

Meanwhile, these tools are currently available for free!
If they help you / make your life easier … please consider leaving a Tip in the Tip Jar!

xo Jenny

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