LV
Luz Villanueva
Sample memberBookkeeping learners · Minnesota
Practicing categorization and reconciling every month.
2 lessons done · 1 sample posts
Sample community preview
1,000 sample profiles, each one labelled.
Every profile and post here is labelled Sample member. Sample members are fictional, are not reachable and are excluded from member counts, messages, exports and billing. Mode: public.
AllFreelancersNew homeownersSmall-business ownersStudentsRetireesBookkeeping learnersDocument-readiness learners
TN
Tony Nguyen
Sample memberNew homeowners · Utah
First year with a mortgage and a stack of closing paperwork to sort.
2 lessons done · 0 sample posts
Colton Becker
Sample memberFreelancers · Minnesota
Working through the self-employed organizer one section at a time.
1 lessons done · 1 sample posts
TM
Tracy Murphy
Sample memberDocument-readiness learners · Maryland
Working on being document-ready well before filing season.
1 lessons done · 0 sample posts
Deepa Rao
Sample memberFreelancers · Pennsylvania
Working through the self-employed organizer one section at a time.
6 lessons done · 2 sample posts
IR
Isabel Reyes
Sample memberNew homeowners · Virginia
Reading up on which home documents to gather.
5 lessons done · 0 sample posts
Camila Delgado
Sample memberRetirees · Michigan
Learning which distribution forms to expect.
0 lessons done · 0 sample posts
EL
Eric Li
Sample memberSmall-business owners · Alabama
Learning to keep business and personal spending apart.
2 lessons done · 0 sample posts
Chantel Dixon
Sample memberFreelancers · Maryland
Learning how to keep income records tidy before filing season.
6 lessons done · 1 sample posts
Ming Dela Cruz
Sample memberNew homeowners · Wisconsin
Reading up on which home documents to gather.
6 lessons done · 2 sample posts
KD
Kenneth Dang
Sample memberStudents · Florida
Figuring out which school forms to gather.
3 lessons done · 2 sample posts
JW
Jill White
Sample memberFreelancers · Georgia
Learning how to keep income records tidy before filing season.
4 lessons done · 0 sample posts
Julie Murphy
Sample memberNew homeowners · Massachusetts
Learning what the lender and the closing documents each provide.
2 lessons done · 0 sample posts
WJ
Winston Jones
Sample memberRetirees · Massachusetts
Learning which distribution forms to expect.
6 lessons done · 0 sample posts
Floyd Baptiste
Sample memberRetirees · California
Organizing retirement statements and getting ready early.
3 lessons done · 0 sample posts
Olivia Walsh
Sample memberFreelancers · Tennessee
Working through the self-employed organizer one section at a time.
0 lessons done · 0 sample posts
Rodel Zhang
Sample memberDocument-readiness learners · New York
Practicing scanning and naming files.
2 lessons done · 0 sample posts
Vincent Bautista
Sample memberNew homeowners · Florida
First year with a mortgage and a stack of closing paperwork to sort.
6 lessons done · 0 sample posts
Desmond Ingram
Sample memberFreelancers · Oklahoma
Learning how to keep income records tidy before filing season.
0 lessons done · 0 sample posts
Linh Truong
Sample memberStudents · California
Figuring out which school forms to gather.
2 lessons done · 0 sample posts
BO
Brooke Olsen
Sample memberDocument-readiness learners · Tennessee
Learning what each tax-season stage means.
1 lessons done · 1 sample posts
Salvador Soto
Sample memberRetirees · Texas
Learning which distribution forms to expect.
0 lessons done · 0 sample posts
KM
Kareem Moore
Sample memberBookkeeping learners · Georgia
Learning the monthly close checklist.
2 lessons done · 0 sample posts
LV
Leticia Vargas
Sample memberSmall-business owners · Alabama
Learning to keep business and personal spending apart.
2 lessons done · 1 sample posts
Sample activity
How do you handle transfers between accounts?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Hiro Choi · 3 sample repliesHow long does your monthly close take?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Candace Terrell · 5 sample repliesWhat does "awaiting documents" mean to you?
A short note on my routine. I follow the guide and keep everything in one folder by year.
Camila Medina · 4 sample repliesHow do you track property tax bills?
A short note on my routine. I follow the guide and keep everything in one folder by year.
Angel Trevino · 2 sample repliesHow early did you start gathering?
Sharing what has worked for me so far and curious what others do. I am only talking about habits, not my own return.
Dana Hill · 0 sample repliesHow long does your monthly close take?
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Cole Ward · 2 sample replies