Self-Employed Accident Income Evidence Workbook

What is inside

A freelancer, sole proprietor or gig worker needs to turn irregular bookings, invoices, deposits and expenses into a reviewable record of work disruption after an accident.

• Start with a clear working file
• Define the business and evidence period
• Bridge work performed to cash received
• Separate revenue from expenses and replacement help
• Run the contradiction and double-count audit
• Work through the examples
• Baseline and seasonality selection
• Invoice-to-deposit bridge
• Canceled or deferred job evidence
• Capacity, substitute labor and audit
• Check the file before using it
• Write down the next step
• Sources and scope

How to use the guide

1. Save a copy and read its instructions before filling in fields.
2. Use your records to enter facts and dates. Label anything that still needs confirmation.
3. Keep your completed copy private. Check the recipient and the included information before sharing.
4. Verify the applicable state rules. The guide does not decide coverage, legal deadlines, or claim value.

Who this is for

• People who need to organize the records and questions addressed in this workbook.
• Readers preparing a factual summary for a qualified adviser or the relevant organization.

Related tools and reading

• Insurance claim tracker
• Expense and damages tracker

Sources

• irs.gov

  Official reference supplied with this workbook. Check the current rule and its application to your situation.

• irs.gov

  Official reference supplied with this workbook. Check the current rule and its application to your situation.