Practical starting points

Tax document organization for the way you earn

Bank statements tell only part of the story. Choose the situation closest to yours to see what to collect, what to review, and what to bring to a CPA, accountant, or tax preparer.

For freelancers, gig workers, and 1099 contractors

Independent contractors

Turn scattered bank and card statements into a reviewable transaction report before you meet your tax professional.

  • Income arrives from several clients or platforms
  • Business purchases appear on personal cards
  • Months of transactions still need review
View the preparation guide →

For U.S. owner-operated small businesses

Small-business owners

Bring a year of business account and card activity into one structured workbook for review with your accountant.

  • Transactions span several accounts or cards
  • Owner transfers and business activity are mixed
  • Your accountant needs a cleaner starting point
View the preparation guide →

For individual rental-property owners

Rental property owners

Create a reviewable record of rental deposits and property spending while keeping property-level tax decisions with your qualified professional.

  • Rent and property costs share personal accounts
  • Several properties or cards are involved
  • Repairs, improvements, and transfers need review
View the preparation guide →

For households balancing wages and side income

Multi-income households

Separate the statement activity that supports self-employment, gig, or rental records from everyday household transactions before tax preparation.

  • Wages, gig work, and side-business activity overlap
  • Partners use shared accounts or payment apps
  • Transfers and reimbursements make totals unclear
View the preparation guide →

One clear boundary

Organize first. Decide with a professional.

MyTaxEase structures uploaded statement transactions and lets you review category suggestions. It does not file returns or decide the tax treatment of an item.