Self-Employment Tax Automation Guide

Calculate your self-employment taxes in real-time.

Want to reduce the stress of calculating your self-employment taxes? This step-by-step guide will help you understand your real take-home income by automating your tax calculations in real time.

 

Do these self-employment tax problems sound familiar to you?

  • Wasting hours of your time trying to get all your income data in one place.
  • Guessing at your real-income and underestimating how much you owe in taxes.
  • Discovering the price you charged your clients isn't enough to cover your expenses once you deduct taxes.
  • Getting nasty surprises when your accountant calculates your taxes once a year.
  • Being unsure what counts as a business expense on your tax return.

You need a simple way to see what your real-income is and understand the taxes you owe.

The Tax Automation Guide combines a simple PDF eBook with complete step-by-step video tutorials to help you understand your Federal, State & Self-Employment tax calculations in real-time.

Who is this guide for?

This guide will help any freelancer or self-employed professional who wants to understand how much of the money they bill clients is safe to spend. This includes designers, developers, writers, marketers and almost anyone else who makes money selling products and services online.

This guide will also help if you’re just getting started on your freelance journey. Getting systems in place now will save you financial headaches later.

Content outline

  • Introduction. Who is this guide for? Why is automating your self-employment taxes so valuable?
  • Part 1. Self-Employment Taxes 101. What are you responsible for? A quick crash course on self-employment taxes.
  • Part 2. Automating your withholding. The tools we’ll be using. The basic tax calculation. Connecting your income sources. Triggering helpful notifications.
  • Part 3. Tracking business expenses. How expenses can lower your tax liability. What is a qualifying expense? How to add expenses to our automated tax calculator.
  • Part 4. How to pay your estimated taxes. When are they due? Where do I pay Federal & State estimated Taxes? Set up timely reminders.
  • Resources. Get the master spreadsheet template. Step-by-step video tutorials for 30+ automations. Self-employment tax deductions cheat sheet.

Pre-order the Tax Automation Guide

Regular Edition

Perfect if you want to keep track of your tax withholding manually.

  • PDF eBook
  • Self-Employment Tax Calculator
Pre-order now for $9

Automation Edition

Get all the tools and templates to understand your self-employed finances in real-time.

  • PDF eBook
  • Self-Employment Tax Calculator
  • 30+ step-by-step video tutorials
  • Tax deductions cheat-sheet
Pre-order now for $14

Frequently asked questions

What does the Tax Automation Guide include?

Currently the guide includes:

  • PDF of the Tax Automation Guide.
  • The Self-Employment Tax Automation Calculator, a proprietary template that will do all the heavy lifting to calculate your taxes in real time.
  • (Automation Edition) 30+ step-by-step video tutorials to automate your self-employed taxes using the tools you already use.
  • (Automation Edition) The self-employed business expense cheat sheet. Discover new ways to lower your tax liability.
  • (Automation Edition) A handy list of links to pay your estimated self-employment taxes anywhere in the United States.
Does this guide include video?

Yes! I've created short step-by-step videos for every automation in the guide. There's more than 4 hours of video in total.

What do I need to implement the automations?
1. The master spreadsheet included with this guide. 2. A free Zapier account. 3. Access to any of the 3rd party accounts you already use to get paid. eg. Stripe, Quickbooks.
I’ve never used Zapier in my life. Is this too advanced?

Some of the automation used in the guide is fairly complex. But you’ll have lifetime access to the master template with all the tax calculations you need built in, so you can take things at your own pace. You can choose to enter income data by hand or follow the simple step-by-step videos to add automation using Zapier.

Will I get updates?

Yes. All customers will receive lifetime updates to all future content published as part of this guide.

Still have a question?

Drop me an email at stuartbalcombe@gmail.com and I’ll get it answered.