Income records
Invoices, client payments, and incoming documents kept together by client and fiscal year.
Tax preparation workspace
Tax Prep for freelancers, self-employed workers, and small teams
Prepare invoices, expenses, documents, receipts, contracts, and year-end records before you work with an accountant or filing software. Cash Workspace helps organize your records — it does not file tax returns or provide tax advice.
Preparation, not filing
Cash Workspace helps organize records and create accountant-ready exports. It is not a tax advisor, accounting firm, law firm, or government filing service. Always verify tax obligations with official sources or a qualified professional.
What it organizes
What Tax Prep helps organize
Expense records
Receipts, vendor bills, and business spending grouped by category and date.
Tax documents
Uploaded tax files, statements, and supporting documents organized in fiscal folders.
Contracts and supporting files
Client agreements, project documents, and yearly evidence linked to the records they back.
Year-end export
An accountant-ready package assembled for review — records, documents, and a summary.
Countries
Country-specific preparation workflows
Spain
AvailableOrganize records for IRPF / Renta preparation, self-employed income and expense review, and accountant handoff. Cash Workspace does not submit Modelo 100, Modelo 130, or any Spanish tax declaration.
United States
AvailablePrepare records that may support Form 1040 and, for self-employed users, Schedule C review. Cash Workspace provides a preparation map, not official form completion or IRS filing.
United Kingdom
PlannedCountry-specific workflows are planned. You can still use documents, invoices, expenses, and exports today, but country-specific guidance is not available yet.
France
PlannedCountry-specific workflows are planned. You can still use documents, invoices, expenses, and exports today, but country-specific guidance is not available yet.
Germany
PlannedCountry-specific workflows are planned. You can still use documents, invoices, expenses, and exports today, but country-specific guidance is not available yet.
Mexico
PlannedCountry-specific workflows are planned. You can still use documents, invoices, expenses, and exports today, but country-specific guidance is not available yet.
U.S. preparation map
For individuals
- Income records
- Tax documents
- Deduction/credit supporting documents
- Personal records
- Year-end summary
For self-employed / freelancers
- Business income records
- Business expenses
- Receipts
- Contracts
- Client invoices
- Year-end export
Use this as an educational checklist before working with a tax professional or filing software. It is not an official Form 1040 or Schedule C.
Official IRS resources
Cash Workspace is not affiliated with the IRS, and these links are provided to official sources for your reference only.
Spain preparation map
For individuals
- Income records
- Tax documents
- Supporting documents
- Renta / IRPF preparation records
- Year-end summary
For self-employed / autónomos
- Issued invoices
- Received invoices
- Business expenses
- Receipts
- Contracts
- Tax documents
- Year-end export for accountant review
Use this as a record-preparation checklist before reviewing requirements with Agencia Tributaria resources or a qualified Spanish tax professional. Cash Workspace does not submit Modelo 100, Modelo 130, VAT, IRPF, or any official filing.
Official Agencia Tributaria resources
Cash Workspace is not affiliated with the Agencia Tributaria, and these links are provided to official sources for your reference only.
How it works
From scattered files to an accountant-ready package
Upload documents
Sort by fiscal year and category
Link records to invoices or expenses
Review income and spending summaries
Export a package for your accountant or filing process
Related templates
Start from a structured template
Freelancer Finance Dashboard
AvailableThe live template that seeds invoices, expenses, documents, and fiscal folders.
Tax export template
AvailableGroup records by fiscal year and direction for an accountant-ready handoff.
Financial forecast template
Coming soonA yearly planning baseline for expected income, expenses, and projected net.
Browse all templates
See every live and coming-soon template in the gallery.
Related product
See how the workspace fits together
Tax Prep workspace overview
How the Tax Prep surface fits the rest of the workspace.
Documents
Fiscal-year folders that feed export preparation.
Invoices
Incoming and outgoing invoice records by direction.
Expenses
Business spending with categories and document links.
Templates
Why the workspace is template-first.
Guides
Related tax prep guides
See Tax Prep workspace preview
A sample workspace with example records — see it before you sign up.
Spain tax prep
Record preparation for autónomos before an IRPF / Renta review.
U.S. tax prep
Preparation maps for records that may support a Form 1040 or Schedule C review.
Schedule C preparation
Educational record mapping for self-employed business income and expenses.
Form 1040 preparation
Organizing personal income, tax documents, and a year-end summary.
Self-employed documents
Which documents to keep organized through the year.
Freelancer checklist
A practical step-by-step checklist before tax season.
Tax documents checklist
A universal list of records to gather and review.
Accountant-ready export
Turn organized records into a year-end handoff package.
Start organizing your tax records before the deadline pressure
Use Cash Workspace to keep invoices, expenses, receipts, contracts, and tax documents in one structured workspace.