Emi Do
Sample memberBookkeeping learners · Massachusetts
Learning the monthly close checklist.
1 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.
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Crystal Johnson
Sample memberNew homeowners · Connecticut
Reading up on which home documents to gather.
2 lessons done · 0 sample posts
Jazmin Hernandez
Sample memberStudents · North Carolina
Learning how education documents fit into filing.
5 lessons done · 0 sample posts
Samantha Sullivan
Sample memberFreelancers · South Carolina
Learning how to keep income records tidy before filing season.
4 lessons done · 0 sample posts
Chad Romano
Sample memberNew homeowners · Louisiana
First year with a mortgage and a stack of closing paperwork to sort.
3 lessons done · 0 sample posts
Demetrius Owens
Sample memberFreelancers · Kentucky
Learning how to keep income records tidy before filing season.
1 lessons done · 0 sample posts
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Lisa Thompson
Sample memberFreelancers · Illinois
Here to understand 1099 forms and what to keep.
6 lessons done · 0 sample posts
Yesenia Morales
Sample memberStudents · Washington
New to filing and working through the lessons.
2 lessons done · 0 sample posts
JC
Jennifer Clark
Sample memberBookkeeping learners · Colorado
Learning the monthly close checklist.
4 lessons done · 0 sample posts
Donna Long
Sample memberDocument-readiness learners · Nevada
Working on being document-ready well before filing season.
0 lessons done · 0 sample posts
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Tyler Olsen
Sample memberFreelancers · Florida
Working through the self-employed organizer one section at a time.
4 lessons done · 0 sample posts
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Yuna Yamamoto
Sample memberNew homeowners · Ohio
First year with a mortgage and a stack of closing paperwork to sort.
3 lessons done · 0 sample posts
Erick Zamora
Sample memberStudents · Ohio
Figuring out which school forms to gather.
0 lessons done · 0 sample posts
Rachel Le
Sample memberStudents · Connecticut
New to filing and working through the lessons.
1 lessons done · 1 sample posts
GA
Greg Anderson
Sample memberSmall-business owners · Ohio
Learning to keep business and personal spending apart.
2 lessons done · 0 sample posts
Consuelo Gutierrez
Sample memberNew homeowners · Georgia
Learning what the lender and the closing documents each provide.
0 lessons done · 1 sample posts
Ivan Gutierrez
Sample memberSmall-business owners · Florida
Building a monthly close habit for the business.
4 lessons done · 0 sample posts
Laura Brooks
Sample memberFreelancers · Michigan
Learning how to keep income records tidy before filing season.
4 lessons done · 0 sample posts
Zach Cox
Sample memberRetirees · Kentucky
Organizing retirement statements and getting ready early.
3 lessons done · 0 sample posts
Jazmine Pryor
Sample memberStudents · Louisiana
Learning how education documents fit into filing.
1 lessons done · 0 sample posts
Steve Miller
Sample memberBookkeeping learners · Massachusetts
Following the bookkeeping guides step by step.
1 lessons done · 0 sample posts
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Susan Liu
Sample memberRetirees · Connecticut
Practicing secure scanning and uploading.
5 lessons done · 0 sample posts
Rebecca Long
Sample memberStudents · Louisiana
Figuring out which school forms to gather.
4 lessons done · 0 sample posts
Donna Morris
Sample memberRetirees · Oregon
Organizing retirement statements and getting ready early.
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