Free First-Year Tax Organizer for CT Small Businesses
A printable organizer and Excel workbook for gathering everything before your first business tax season. Checked November 3, 2026.
For general education only. Not tax, legal, insurance, or investment advice, and not a promise of any result. Tax rules and due dates change, so confirm with the IRS (irs.gov), the CT Department of Revenue Services (portal.ct.gov/DRS) or your town before you act, and ask your tax preparer about your own situation.
What's inside
- Key dates for your 2026 taxes: Jan 15 (4th-quarter estimates), Feb 1 (1099-NEC), Mar 15 (partnership and S corp returns), Mar 31 (CT annual report window closes) and Apr 15, 2027.
- About your business: structure, EIN, start date and your CT DRS / sales tax registration.
- Income records: 1099-NEC, 1099-K and 1099-MISC forms, plus income with no form (cash, checks, payment apps).
- Business expenses: 18 Schedule C-style categories, with a separate list for startup costs.
- Car and home office: a mileage log using the 2026 IRS rates (72.5¢ a mile Jan–Jun, 76¢ Jul–Dec) and the simplified home office method ($5 per sq ft, up to 300 sq ft).
- Estimated payments made: federal 1040-ES and CT-1040ES, by quarter.
- Documents to bring and questions worth asking your tax preparer.
The organizer comes in two formats: an 8-page printable PDF and an Excel workbook whose totals add up as you type. It collects information only. It doesn't calculate your tax and isn't a tax return.
Want more structure? Optional paid kits
Schedule C Kit $24
Worksheets and categories for sole proprietors and single-member LLCs filing Schedule C.
1099 Quarterly Tax Planner $14
Work out and track federal and CT estimated payments each quarter.
Gig Driver Kit $19
For rideshare and delivery drivers: mileage log, car costs and driver taxes.
Related free tools: What did I forget? CT tax checker · Tax deadline reminders · Mileage deduction guide · Home office deduction guide · Tax checklists
Frequently asked questions
Is the tax organizer really free?
Yes. Enter your email, confirm it, and we'll send the PDF and Excel download links. The paid kits are optional.
Who is the organizer for?
New Connecticut small-business owners, freelancers and side-business owners getting ready for their first business tax season (tax year 2026).
Does the organizer calculate my taxes?
No. It helps you collect income, expense, mileage and estimated payment information to bring to your tax preparer or use when you file.
What mileage rate does it use?
The IRS standard mileage rates for business use in 2026: 72.5 cents per mile from January 1 to June 30, and 76 cents per mile from July 1 to December 31.
Will I get other emails?
You'll get the organizer email, and you can unsubscribe at any time from any email.
Sources (Checked November 3, 2026)
For general education only. Not tax, legal, insurance, or investment advice, and not a promise of any result. Tax rules and due dates change, so confirm with the IRS (irs.gov), the CT Department of Revenue Services (portal.ct.gov/DRS) or your town before you act, and ask your tax preparer about your own situation.
Want help with your first business tax season? We can help you get your books and records ready.
Or call (475) 242-7941. Services are priced by quote.
Enhance Finance is a small-business finance practice serving Connecticut.