Cash income
Get your cash-income records in order.
Use a quick check to identify gaps, then organize your income records for a tax conversation.
Get the free checklist Explore the workbook
Start here · Free PDF
Do I Have to Report Cash Income? 10-Minute Checklist
- Identify cash-income record gaps
- Gather payment and income records
- Prepare your reporting questions
Get your free checklist
Save your free checklist to fill in on your computer or print at home.
Your next step · Companion workbook
Cash Income Recordkeeping Workbook
Go beyond the quick check. Keep your records, notes, and questions together in a practical workbook.
- Build a cash-income recordkeeping routine
- Organize income and supporting records
- Reconcile the facts before filing
$29 USD · One-time purchase
Coming soon. Start with the free checklist today.
Digital download. Personal tax advice and consultation are not included.
See a sample worksheet
Before you download
A few helpful details
Can I fill this out on my computer?
Yes. Save the PDF to your device and open it in a PDF reader such as Adobe Acrobat Reader. You can type in the fields, save your answers, or print a blank copy to complete by hand.
How is the workbook different from the free checklist?
The checklist helps you identify the facts and questions to gather. The workbook provides more structure and space to organize records, take notes, and prepare for a professional conversation.
Does this replace personal tax advice?
No. These are educational resources. Your facts, tax year, and any notices or deadlines may change what you should do next. Contact Dr. Friday’s office to discuss personal help.
Tax year & advice notice
Tax laws and IRS guidance can change and may differ by tax year. These resources provide general educational information, not personalized tax advice. Confirm the rules and deadlines for your return’s tax year and consult a qualified tax professional about your situation.