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Side hustle / freelance finances checklist

Manage taxes and money when you have gig or freelance income.

Track everything

  • Keep separate records of income and business-related expenses.
  • Use a dedicated bank account (or sub-account) for side income and expenses.
  • Save receipts and invoices; consider simple bookkeeping or an app.

Taxes

  • Set aside 25–30% of net profit for taxes (or use a calculator).
  • Pay estimated quarterly taxes if you'll owe $1,000+ for the year.
  • Understand self-employment tax (Social Security and Medicare on net profit).

Retirement and benefits

  • Consider a SEP-IRA or solo 401(k) to save for retirement and reduce taxable income.
  • You don't get employer benefits; budget for health insurance and emergency fund.

WealthyCalc provides general information only, not financial advice. For advice tailored to your situation, consult a qualified professional.