The Tax Deduction Checklist

Most people overpay because they miss deductions they’re entitled to. Use this checklist so you keep more of what you earned — especially if you’re self-employed or own a small business.

1. 1

   Home office

   If you use part of your home regularly and exclusively for work, you may deduct a portion of rent, utilities, and internet.

2. 2

   Mileage & vehicle

   Business miles add up fast. Track them — they’re one of the most-missed deductions for self-employed people.

3. 3

   Health insurance premiums

   Self-employed people can often deduct their health insurance premiums. Don’t skip this one.

4. 4

   Retirement contributions

   IRA or SEP-IRA contributions can lower your taxable income while building your future.

5. 5

   Phone, internet & software

   The business-use portion of your phone, internet, and any apps/subscriptions you use for work.

6. 6

   Supplies & equipment

   Anything you bought to run your business — supplies, tools, a laptop — may be deductible.

7. 7

   Continuing education

   Courses, certifications, and training related to your work often count.

8. 8

   What to bring

   Photo ID and SSN or ITIN, last year’s return, all W-2s/1099s, and records of income and expenses. The more organized, the bigger your refund.

9. 9

   Self-employed? Track all year

   Keep a simple log of income and expenses. We can set up easy bookkeeping so next year is painless.

10. 10

    Get it done right — in your language

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This guide is general educational information only and is not tax or legal advice. Consult a qualified professional for your specific situation. Edlando is not affiliated with or endorsed by any government agency.