Teaching · For Tutors

Every record in the folder before the deadline.

Choose your business structure, tick off income and expense records as you gather them, and log estimated tax payments. The summary names your federal return, lays out the four estimated-tax dates for the year and lists what is still missing.

Start a tax yearWhat you get
$5one-time · every device you sign in on
Buy · $5

Included with Caveat Classroom and Whole-school licenses. Or get it in the Tutoring business kit, $69 for 64 items.

The checklist

One record per tax year, under a business code or your initials. The example is made up.

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What you get

Teaching · For Tutors$5 · included with Classroom and Whole-school licenses

What you finish with
For each tax year, the federal return to file, the estimated-tax dates and payments, records still to gather and reminders.
Who it is for
Self-employed tutors and owners of small tutoring businesses preparing records for themselves or for their tax preparer.
Format
Browser checklist updated through the year. One saved record per tax year; printed for your tax preparer or blank; CSV; export and import a file.
Access
$5 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the Tutoring business kit ($69) and the Teaching Suite pass ($199), and 1 more bundle. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The For Tutors space in Caveat Teaching.
Support
Questions about an order, access or a correction: team@caveatacademic.com.
Q1Q2Q3Q4four quarters, one folder, no surprises
Drawn for this page. Taxes go smoothly when income, expenses and estimated payments are filed as the year goes.

How to use it

  1. Start a record with your business code and the date.
  2. Enter the tax year and your structure.
  3. Tick off income and expense records as you gather them.
  4. Log each estimated tax payment.
  5. Hand the printout and records to whoever prepares the return.

Start a tax year

What the checklist is for

Estimated tax

Self-employed people generally pay federal income and self-employment tax during the year in four estimated payments, due in April, June, September and the following January, if they expect to owe $1,000 or more. Paying late or too little can bring a penalty.

Records

Keep records that show the amount, date and business purpose of income and expenses. A Form 1099 from a payer does not replace your own record; it is a check on it.

What this is not

This checklist covers federal requirements in general terms; it is not tax advice. States have their own returns and estimated payments.

Sources

  1. Internal Revenue Service, Publication 334, Tax Guide for Small Business, and Publication 583, Starting a Business and Keeping Records.
  2. Internal Revenue Service, Form 1040-ES, Estimated Tax for Individuals (four due dates; the $1,000 expected-tax test).
  3. Internal Revenue Service, Schedule SE instructions (self-employment tax when net earnings are $400 or more).
  4. Internal Revenue Service, Understanding your Form 1099-K, and Instructions for Forms 1099-MISC and 1099-NEC (due January 31).

The example business and payments are made up. Federal requirements in general terms; not tax advice. Support: team@caveatacademic.com.