The Complete Checklist to File Your Taxes Online with Everlance

Tax season doesn't have to be overwhelming. Follow this step-by-step checklist to file your 1099 forms electronically with Everlance and transform your tax experience.

Tax preparation for self-employed professionals has traditionally been a complex, time-consuming process. Between tracking expenses, calculating mileage deductions, and figuring out how to properly file 1099 forms, tax season can quickly become overwhelming.

Everlance's electronic tax filing system changes everything. This comprehensive checklist will guide you through every step of using Everlance to file your 1099 forms online—from preparation to submission and beyond.

Tax Season: Preparation Checklist

Getting your financial house in order throughout the year is the key to a stress-free tax filing experience. Here's what to do before tax season arrives:

• Download the Everlance app to begin tracking business expenses and mileage
• Enable automatic mileage tracking to capture every deductible mile you drive
• Connect your business accounts for automatic expense categorization
• Set up income tracking to monitor revenue from all sources
• Use the self employed tax calculator to estimate quarterly tax payments
• Review tax deduction opportunities identified by Everlance's AI-powered system
• Organize any paper receipts by photographing them with the Everlance app
• Verify your personal information is up-to-date in your Everlance profile
• Check your estimated tax payments against the self employment tax calculator recommendations

By completing these preparation steps, you'll have a solid foundation for an efficient tax filing experience. The self employed tax calculator is particularly valuable during this phase, as it helps you avoid underpayment penalties and financial surprises.

Gathering Your Tax Documents

As tax season approaches, you'll need to collect all relevant tax documents. With Everlance, much of this process is automated:

• Confirm all 1099 forms have been received from clients and payment platforms
• Import your 1099 forms electronically into your Everlance account
• Review your automatically tracked mileage for the tax year
• Verify categorized business expenses are correctly labeled
• Ensure all business income is recorded in your Everlance dashboard
• Check for additional tax forms you may need beyond 1099-NEC, 1099-MISC, or 1099-K
• Confirm state tax requirements for all states where you conducted business

Unlike traditional tax preparation where you'd need to manually gather and sort these documents, Everlance's system has been working throughout the year to organize this information for you automatically.

Maximizing Your Deductions with Everlance

One of the biggest advantages of using Everlance to file 1099 forms electronically is the platform's ability to identify and maximize deductions:

• Review your mileage log for completeness and accuracy (this is automated with Everlance)
• Check expense categories to ensure proper classification for maximum deductions
• Explore home office deduction eligibility if you work from home
• Consider health insurance premium deductions if you pay for your own coverage
• Review retirement contribution opportunities before the filing deadline
• Examine professional development expenses like courses or certifications
• Verify business equipment and depreciation are properly documented
• Run the AI-powered Tax Deduction Finder to discover additional deduction opportunities

The AI-powered Tax Deduction Finder is one of Everlance's most valuable features, often identifying deductions that self-employed professionals commonly miss—potentially saving you thousands of dollars in taxes.

Step-by-Step: File 1099 Forms Online

When you're ready to file 1099 forms electronically with Everlance, follow these steps for a smooth experience:

• Log into your Everlance account and select the tax filing feature
• Review pre-populated income information imported from your 1099 forms
• Verify mileage deductions calculated from your automatic tracking
• Confirm business expense deductions categorized throughout the year
• Review additional deductions identified by the Tax Deduction Finder
• Check estimated tax payments made throughout the year
• Complete any remaining required information prompted by the filing wizard
• Review your calculated tax liability or refund amount
• Submit your forms electronically through Everlance's secure system
• Save digital copies of your completed tax return for your records

The entire process typically takes about 10 minutes—a dramatic improvement over traditional tax filing methods that might consume an entire weekend or more.

After Filing: Next Steps Checklist

Once you've used Everlance to file 1099 MISC online or other 1099 forms, there are a few important follow-up steps:

• Confirm receipt of your electronic filing through the IRS confirmation system
• Schedule any tax payments if you owe additional taxes
• Set up quarterly tax payment reminders based on self employment tax calculator estimates
• Continue tracking mileage and expenses for the current tax year
• Review your tax strategy with insights from your completed return
• Adjust your financial habits based on tax-saving opportunities identified
• Consider retirement contribution increases or other tax planning strategies

Everlance Features That Transform Your Tax Experience

Throughout this checklist, you've seen how Everlance's comprehensive features work together to create a seamless tax experience. Here's a summary of the key tools that make filing 1099 forms electronically so effortless:

Automatic Mileage Tracking

The app uses GPS technology to automatically detect and log your business trips, calculating deductions at the current IRS mileage rate without any manual input required.

Smart Expense Management

Connect your accounts and Everlance automatically categorizes your transactions, making it easy to identify and claim every business expense deduction.

Self Employed Tax Calculator

This powerful tool provides real-time estimates of your tax liability throughout the year, helping you plan quarterly payments and avoid surprises.

Electronic 1099 Form Filing

The ability to file 1099 forms online transforms what was once a paperwork nightmare into a simple, 10-minute digital process.

AI-Powered Tax Deduction Finder

This intelligent system analyzes your specific work patterns to identify deduction opportunities you might otherwise miss, maximizing your tax savings.

Comprehensive Tax Support

Access to tax professionals who understand self-employment challenges provides peace of mind throughout the process.

Cost and Value Comparison

When evaluating tax filing options, it's important to consider both the direct cost and the overall value:

Traditional Tax Preparation:

• Base fee + additional charges for each form
• Extra cost for each state filing
• Separate expense for mileage tracking apps
• No year-round tax liability estimates
• Limited self-employment expertise
• Potential for missed deductions

Everlance Professional Plan ($99/year):

• All-inclusive pricing with no hidden fees
• Unlimited state filings at no extra charge
• Integrated mileage and expense tracking
• Year-round self employment tax calculator
• Specialized self-employed tax support
• AI-powered deduction optimization
• Maximum refund guarantee

At approximately 80% less than market averages for business tax filing, Everlance provides exceptional value while simplifying the entire process of filing 1099 forms electronically.

Ready to Transform Your Tax Experience?

If you're ready to use this checklist and file 1099 forms online with Everlance:

1. Current Everlance users: Access the new tax filing service directly through your existing account
2. New users: Download the app or sign up at Everlance.com to get started

The sooner you begin, the more time you'll have to track deductions, use the self employed tax calculator, and prepare for a stress-free filing experience.

This checklist covers the essentials of using Everlance to file your taxes online, but individual tax situations may vary. Everlance's tax filing service is backed by a maximum refund guarantee and includes audit defense protection up to $1 million.