How Much Should I Set Aside? A Freelancer's Tax Workbook, US Edition (PDF)

For educational and personal use only. US only. This workbook explains how US self-employment taxes generally work, with invented examples. It is not tax, legal or financial advice; consult a qualified tax professional about your situation. See kitson-workshop.pages.dev/terms.html.

Understand self-employment tax and quarterly estimates, and build a simple 15-minute monthly routine so tax time isn't a surprise.

WHAT'S INSIDE

- Self-employment tax and income tax explained in plain English, with worked examples- How a set-aside percentage is estimated, with a simplified formula and range (general education, not advice)- Quarterly estimated payments: due dates, a payment planner and a log- 16 printable worksheets: SE tax estimate, quarterly planner, tax account tracker, records checklist, questions for a tax pro

WHO IT'S FOR

US freelancers, side-hustlers and online sellers in their first few years.

FORMAT

Instant download: one PDF, US Letter, 42 pages, including printable worksheets. Figures are for tax year 2026, checked on IRS.gov on September 30, 2026 and listed with sources.

HONEST LIMITS

Tax rules and figures change every year and depend on your whole situation, including your state. This book doesn't prepare returns. Pairs well with our Freelancer Income, Expense & Tax Tracker spreadsheet.

WHAT SHOULD WE WRITE NEXT?

Email kit376351@gmail.com with the subject "Kitson idea". The most-requested topics get written next.

REFUNDS

Digital download. If the file won't open or isn't as described, email kit376351@gmail.com within 14 days and I'll fix it or refund you.