Tools for clearer numbers.
Free guides, checklists, and templates to help you get organized and understand your finances. Download, use, and share.
Bookkeeping Cleanup Checklist
15 things to check before your books become a bigger problem, so you can spot common issues fast.
Download the PDF (opens in a new tab)
Where Is My Money Going?
15 common places your business could be losing money, and a simple checklist to spot hidden profit leaks.
Download the PDF (opens in a new tab)Quick links for tax and payroll.
Starting & running your business
Starting a Business? Start Here
The tax basics for new business owners: choosing a business structure, getting an EIN, and the taxes you'll need to file.
Open tool (opens in a new tab) IRS TOOLApply for an EIN
Get your business's Employer Identification Number free from the IRS, often in a single online session.
Open tool (opens in a new tab) SBA GUIDESBA Business Guide
Step-by-step help from the Small Business Administration on planning, launching, funding, and managing your business.
Open guide (opens in a new tab) IRS GUIDEWhat Business Records Should You Keep?
Learn which receipts, statements, and documents to keep, and for how long, so you're covered if the IRS ever asks.
Open tool (opens in a new tab)Taxes & payments
Online Tax Calendar
See federal filing and payment deadlines for small businesses, including payroll and estimated taxes.
Open tool (opens in a new tab) IRS TOOLPay Your Estimated Taxes
Make quarterly estimated tax payments straight from your bank account with IRS Direct Pay. Free, with no sign-up required.
Open tool (opens in a new tab) TREASURY TOOLEFTPS: Pay Business Taxes
The free U.S. Treasury system for paying federal payroll and business taxes online, scheduled ahead of time.
Open tool (opens in a new tab)Payroll & contractors
Form W-4
Have every new employee complete a W-4 so the right amount of federal income tax is withheld from their paychecks.
Get the form (opens in a new tab) IRS TOOLTax Withholding Estimator
Check that the right amount of federal tax is coming out of your paycheck, so there are no surprises at tax time.
Open tool (opens in a new tab) IRS FORMForm W-9
Download the latest W-9 to collect a contractor's name, address, and tax ID before you pay them, so you're ready for 1099s at year-end.
Get the form (opens in a new tab) IRS GUIDEIndependent Contractors vs. Employees
Learn how the IRS decides whether a worker is a contractor or an employee, and why classifying them correctly matters.
Open tool (opens in a new tab)Mileage
Standard Mileage Rates
See the current IRS per-mile rate for business driving, so you know exactly what each mile is worth at tax time.
Open tool (opens in a new tab)Track Your Business Miles
These apps log your business drives automatically, so you can claim every mile you've earned.