Get your self-employed business records ready for your accountant
Start with the calendar year and your accountant’s document request. Give income records, expense details, and reports a clear place in the package.
Arkrel helps self-employed people in the US turn statement activity into organized transactions and a tax-ready report.
Free includes upload, merchant-by-merchant review, and My year for one statement. No card needed.
Ask how your accountant wants the files
Confirm the year, preferred file formats, and delivery method. Keep a copy of the request in your preparation folder.
Make a short index of the accounts included, documents collected, and questions you want to discuss.
Gather the income records
Collect the income forms you received, customer-payment records, and relevant bank, payment-app, or marketplace statements.
Include records of cash payments and other business income. Business income must be reported even when a Form 1099 is not received. IRS income-record guidance.
Organize the expense details
Gather statements, receipts, and invoices used for the business. Keep notes that explain mixed-use purchases or merchants whose names do not describe the purchase.
Use those details during Arkrel’s merchant review, then keep the supporting files together for the handoff.
Add the other records your accountant requests
Your package may also include:
- Mileage and travel records.
- Equipment purchase and business-use records.
- Home-office information.
- Estimated tax payment records.
- Prior returns and earlier business reports.
The IRS document checklist includes self-employment statements, receipts, mileage records, estimated payments, and other business income and expense records. IRS document checklist.
Put questions in one place
For each question, record the date, merchant or income source, and the detail you want to discuss. Keep the related documents beside it.
This gives your accountant a clear way to work through the records with you.
Prepare the report files
Catch-Up is $499 per tax year with a 30-day money-back guarantee. It includes the year’s tax-ready report with P&L and Schedule C totals, plus PDF and accountant CSV exports.
For an ongoing routine for the current year, Autopilot is $49/month with a 14-day free trial.
Place the downloaded reports with your income records, expense evidence, and question list. Use the delivery method agreed with your accountant.
Begin with one statement
Upload a statement from the year you are preparing, review its merchants, and see My year.