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Abigail Donovan
Sample memberSmall-business owners · Minnesota
Learning to keep business and personal spending apart.
2 lessons done · 0 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
Rick Nelson
Sample memberRetirees · North Carolina
Learning which distribution forms to expect.
3 lessons done · 1 sample posts
LT
Laura Thompson
Sample memberFreelancers · Georgia
Learning how to keep income records tidy before filing season.
5 lessons done · 1 sample posts
MC
Min Cho
Sample memberBookkeeping learners · Indiana
Following the bookkeeping guides step by step.
4 lessons done · 0 sample posts
AA
Andrea Acosta
Sample memberSmall-business owners · Virginia
Building a monthly close habit for the business.
0 lessons done · 0 sample posts
Brandon Stokes
Sample memberStudents · Texas
New to filing and working through the lessons.
2 lessons done · 0 sample posts
Gustavo Zamora
Sample memberFreelancers · Oregon
Working through the self-employed organizer one section at a time.
3 lessons done · 1 sample posts
BM
Beatriz Morales
Sample memberBookkeeping learners · Ohio
Following the bookkeeping guides step by step.
1 lessons done · 0 sample posts
Connor Novak
Sample memberSmall-business owners · Georgia
Here for the bookkeeping guides and office hours.
0 lessons done · 0 sample posts
Ryan Russo
Sample memberFreelancers · Nevada
Working through the self-employed organizer one section at a time.
2 lessons done · 1 sample posts
AV
Arturo Vasquez
Sample memberRetirees · Nevada
Practicing secure scanning and uploading.
0 lessons done · 1 sample posts
MW
Molly Wright
Sample memberNew homeowners · Oregon
Reading up on which home documents to gather.
2 lessons done · 0 sample posts
Rafael Torres
Sample memberFreelancers · Texas
Here to understand 1099 forms and what to keep.
4 lessons done · 0 sample posts
IV
Isabel Vasquez
Sample memberFreelancers · Missouri
Here to understand 1099 forms and what to keep.
3 lessons done · 0 sample posts
Chanel Toussaint
Sample memberDocument-readiness learners · Connecticut
Learning what each tax-season stage means.
2 lessons done · 0 sample posts
PG
Paola Gonzalez
Sample memberSmall-business owners · Nevada
Learning to keep business and personal spending apart.
0 lessons done · 0 sample posts
AW
Amara Whitaker
Sample memberSmall-business owners · Nevada
Building a monthly close habit for the business.
0 lessons done · 0 sample posts
Fernando Zamora
Sample memberRetirees · Louisiana
Learning which distribution forms to expect.
2 lessons done · 2 sample posts
Rosa Soto
Sample memberSmall-business owners · Michigan
Learning to keep business and personal spending apart.
1 lessons done · 1 sample posts
Iris Ramirez
Sample memberFreelancers · Utah
Learning how to keep income records tidy before filing season.
2 lessons done · 0 sample posts
Marco Cruz
Sample memberRetirees · Oklahoma
Organizing retirement statements and getting ready early.
5 lessons done · 0 sample posts
Alvin Toussaint
Sample memberRetirees · Michigan
Organizing retirement statements and getting ready early.
4 lessons done · 1 sample posts
Eduardo Perez
Sample memberFreelancers · Massachusetts
Working through the self-employed organizer one section at a time.
1 lessons done · 0 sample posts
LM
Lauren McCarthy
Sample memberFreelancers · California
Here to understand 1099 forms and what to keep.
1 lessons done · 0 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