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Kevin Larson
Sample memberStudents · Ohio
New to filing and working through the lessons.
0 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
Rosa Gutierrez
Sample memberDocument-readiness learners · Indiana
Learning what each tax-season stage means.
1 lessons done · 0 sample posts
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Henry Cho
Sample memberRetirees · Michigan
Learning which distribution forms to expect.
2 lessons done · 0 sample posts
Karen Gray
Sample memberRetirees · Minnesota
Organizing retirement statements and getting ready early.
2 lessons done · 0 sample posts
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Shelby Novak
Sample memberBookkeeping learners · North Carolina
Practicing categorization and reconciling every month.
4 lessons done · 2 sample posts
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Janelle Jackson
Sample memberFreelancers · Michigan
Here to understand 1099 forms and what to keep.
3 lessons done · 1 sample posts
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Malik Bryant
Sample memberSmall-business owners · Kentucky
Building a monthly close habit for the business.
3 lessons done · 1 sample posts
Derek Evans
Sample memberSmall-business owners · North Carolina
Learning to keep business and personal spending apart.
1 lessons done · 0 sample posts
Julio Rivera
Sample memberStudents · Missouri
Figuring out which school forms to gather.
1 lessons done · 1 sample posts
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Ana Castro
Sample memberFreelancers · Georgia
Here to understand 1099 forms and what to keep.
2 lessons done · 0 sample posts
Jessica Ramirez
Sample memberSmall-business owners · Oregon
Learning to keep business and personal spending apart.
3 lessons done · 1 sample posts
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Tuan Santos
Sample memberSmall-business owners · Nevada
Here for the bookkeeping guides and office hours.
2 lessons done · 1 sample posts
Chloe Walsh
Sample memberSmall-business owners · Nevada
Learning to keep business and personal spending apart.
6 lessons done · 0 sample posts
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Connor Donovan
Sample memberNew homeowners · Washington
Reading up on which home documents to gather.
6 lessons done · 0 sample posts
Khalil Merriweather
Sample memberStudents · Oregon
New to filing and working through the lessons.
4 lessons done · 0 sample posts
Dwayne Porter
Sample memberRetirees · Missouri
Practicing secure scanning and uploading.
5 lessons done · 0 sample posts
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Layla Karam
Sample memberSmall-business owners · South Carolina
Building a monthly close habit for the business.
1 lessons done · 0 sample posts
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Katie Evans
Sample memberSmall-business owners · Alabama
Here for the bookkeeping guides and office hours.
3 lessons done · 0 sample posts
Desmond Summers
Sample memberBookkeeping learners · Oklahoma
Practicing categorization and reconciling every month.
6 lessons done · 0 sample posts
Sandra Torres
Sample memberSmall-business owners · Louisiana
Building a monthly close habit for the business.
0 lessons done · 1 sample posts
Anjali Reddy
Sample memberNew homeowners · Oregon
Reading up on which home documents to gather.
2 lessons done · 1 sample posts
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Nancy Scott
Sample memberNew homeowners · Indiana
Reading up on which home documents to gather.
0 lessons done · 0 sample posts
Christian Ramirez
Sample memberFreelancers · New York
Learning how to keep income records tidy before filing season.
0 lessons done · 0 sample posts
Tonya Stokes
Sample memberFreelancers · Nevada
Working through the self-employed organizer one section at a time.
3 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