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Taxes

A 20-minute quarterly tax checklist for freelancers

Four times a year, block out twenty minutes and run through this list.

Jo RuizContributor, copywriter · 3 min read

A short routine every quarter beats a long weekend every April.

  1. Export income for the quarter by client.
  2. Match every expense to a receipt.
  3. Compare your tax pot to your estimated bill.
  4. Pay estimated tax if it applies to you.
  5. Adjust your set-aside percentage if needed.