United States · Preparation map
Prepare income records, expense documents, receipts, and year-end summaries that may support a Form 1040 and, for self-employed work, a Schedule C review. Cash Workspace provides a preparation map — not official form completion or IRS filing.
Cash Workspace helps organize records and build accountant-ready exports. It is not a tax advisor, accounting firm, or government filing service, it does not complete an official Form 1040 or Schedule C, and it does not file with the IRS. Use it before working with filing software or a qualified tax professional.
What to prepare
Personal records to gather before working with software or a professional.
Operating records that commonly support a Schedule C review.
Generic supporting records, kept only if you actually have them.
How it helps
Track issued and received invoices by direction, status, and fiscal year so income records stay connected to clients and documents.
Record business spending by category and date with a link back to the receipt or supplier invoice that supports each entry.
Upload and organize receipts, invoices, contracts, and tax files into fiscal-year folders so nothing is scattered across email and drives.
Assemble an accountant-ready package grouped by fiscal year and direction, so a professional reviews structure instead of rebuilding it.
Official IRS resources
Cash Workspace is not affiliated with the IRS. These links point to official sources for your reference only.
Related
See a sample workspace with example records before you sign up.
The main Tax Prep landing page with country workflows.
Educational record mapping for a Schedule C review.
Personal record organization before software or a professional.
Fiscal-year folders for income and supporting records.
Which documents to keep organized through the year.
Keep income records, expenses, receipts, and year-end summaries organized so a professional or filing software has clean source material.