{"id":44,"date":"2020-09-18T18:39:30","date_gmt":"2020-09-18T18:39:30","guid":{"rendered":"http:\/\/sexworkertaxes.com\/?page_id=44"},"modified":"2026-10-10T23:03:18","modified_gmt":"2026-10-10T23:03:18","slug":"downloads","status":"publish","type":"page","link":"https:\/\/sexworkertaxes.com\/index.php\/downloads\/","title":{"rendered":"Client Checklist"},"content":{"rendered":"<div class=\"swt-site\">\n<header class=\"swt-header\"><a class=\"swt-brand\" href=\"https:\/\/sexworkertaxes.com\/\" aria-label=\"Sex Worker Taxes home\"><span class=\"swt-mark\">SWT<span>.<\/span><\/span><span><strong>SEX WORKER TAXES<\/strong><small>Your occupation is your business. Your taxes are ours.<\/small><\/span><\/a><\/p>\n<nav aria-label=\"Main navigation\"><a href=\"https:\/\/sexworkertaxes.com\/index.php\/category\/irs\/\">Tax News<\/a><a href=\"https:\/\/sexworkertaxes.com\/#services\">Tax Services<\/a><a href=\"https:\/\/sexworkertaxes.com\/index.php\/blog\/\">Tax Resources<\/a><a href=\"https:\/\/sexworkertaxes.com\/index.php\/about\/\">About<\/a><a href=\"https:\/\/sexworkertaxes.com\/index.php\/smart-vault\/\">Client Portal<\/a><a href=\"https:\/\/sexworkertaxes.com\/index.php\/contact\/\">Contact<\/a><a href=\"https:\/\/x.com\/SexWorkerTaxes\" target=\"_blank\" rel=\"noopener noreferrer\" aria-label=\"Sex Worker Taxes on X (opens in a new tab)\">X<\/a><\/nav>\n<\/header>\n<p><main class=\"swt-page\"><\/p>\n<p class=\"swt-eyebrow\">SEX WORKER TAXES<\/p>\n<h1>Client Checklist<\/h1>\n<p class=\"swt-lead\">A little preparation makes tax time easier.<\/p>\n<section class=\"swt-panel\">\n<h2>Required documents for tax preparation<\/h2>\n<p>Please provide a <strong>complete copy of your previous year\u2019s filed tax return<\/strong> and a <strong>valid government-issued photo ID<\/strong> so we can prepare your current year\u2019s taxes.<\/p>\n<p>Upload these documents through your SWT secure client portal. Do not send tax returns or identification documents through ordinary email, text, or the website contact form.<\/p>\n<\/section>\n<h2>Income records<\/h2>\n<ul>\n<li>W-2s, Forms 1099, and platform income statements.<\/li>\n<li>Records of cash receipts, tips, and other business payments.<\/li>\n<li>Platform fees, refunds, and chargebacks, so payments can be reconciled accurately.<\/li>\n<\/ul>\n<h2>Business expenses<\/h2>\n<ul>\n<li>Receipts, invoices, and payment records for business purchases.<\/li>\n<li>Business mileage records and the purpose of each trip.<\/li>\n<li>Equipment purchases and any business-use calculations.<\/li>\n<li>Records separating personal expenses from business expenses.<\/li>\n<\/ul>\n<h2>Other tax information<\/h2>\n<ul>\n<li>A complete copy of your previous year\u2019s filed tax return (required).<\/li>\n<li>A valid government-issued photo ID (required).<\/li>\n<li>Estimated tax payment dates and amounts.<\/li>\n<li>Relevant dependent, health coverage, and other tax documents.<\/li>\n<li>IRS or state notices you want us to review.<\/li>\n<\/ul>\n<h2>Income &amp; expense workbook<\/h2>\n<p>Track monthly income and business costs using categories tailored to sex workers and adult industry professionals. Includes annual totals and a category guide, with expenses needing individual tax review shown separately.<\/p>\n<p><a class=\"swt-button\" href=\"https:\/\/sexworkertaxes.com\/wp-content\/uploads\/2026\/10\/SWT-Income-Expense-Workbook-Home-Office.xlsx\">Download the Excel workbook \u2192<\/a><\/p>\n<h2>Current intake forms<\/h2>\n<p>Download the current fillable SWT client intake form and engagement agreement. Enter the applicable tax year, complete and sign the form, and return it through your secure portal invitation.<\/p>\n<p><a class=\"swt-button\" href=\"https:\/\/sexworkertaxes.com\/wp-content\/uploads\/2026\/10\/SWT-Client-Intake-Fillable.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Download fillable client intake form (PDF) \u2192<\/a><\/p>\n    <section id=\"email-intake\" class=\"swt-panel\">\n      <h2>Email me the blank intake form<\/h2>\n      <p>Prefer to receive it by email? Enter your address and we will automatically send the blank fillable PDF and engagement agreement.<\/p>\n            <form method=\"post\" action=\"https:\/\/sexworkertaxes.com\/wp-admin\/admin-post.php\">\n        <input type=\"hidden\" name=\"action\" value=\"swt_email_intake\">\n        <input type=\"hidden\" name=\"swt_intake_source\" value=\"downloads\">\n        <input type=\"hidden\" id=\"swt_intake_nonce\" name=\"swt_intake_nonce\" value=\"d6c9c0363f\" \/>        <div style=\"display:none\" aria-hidden=\"true\"><label>Leave this empty<input type=\"text\" name=\"swt_intake_website\" tabindex=\"-1\" autocomplete=\"off\"><\/label><\/div>\n        <p><label for=\"swt-intake-email\">Email address (required)<\/label><br><input id=\"swt-intake-email\" name=\"swt_intake_email\" type=\"email\" autocomplete=\"email\" required maxlength=\"254\" style=\"width:100%;max-width:480px;font-size:16px\"><\/p>\n        <p><button class=\"swt-button\" type=\"submit\">Email me the blank intake form<\/button><\/p>\n      <\/form>\n      <p class=\"swt-note\">We store your email address and request privately to send the form and provide intake support. This does not subscribe you to tax updates. Please do not send a completed form or sensitive tax information by ordinary email. <a href=\"https:\/\/sexworkertaxes.com\/index.php\/privacy-policy\/\">Privacy Policy<\/a>.<\/p>\n          <\/section>\n    \n<p><a href=\"https:\/\/sexworkertaxes.com\/index.php\/contact\/#client-intake\">See intake instructions and request your portal invitation \u2192<\/a><\/p>\n<p>Submit sensitive records only through your secure portal. Do not attach completed intake forms to ordinary email or the website contact form.<\/p>\n<section>\n<h2>Get your current IRS IP PIN before filing<\/h2>\n<p>We strongly recommend an Identity Protection PIN to help prevent tax-related identity theft. Share your current PIN only through the secure method we provide when ready to sign and submit your return.<\/p>\n<p><a href=\"https:\/\/sexworkertaxes.com\/index.php\/blog\/#ip-pin\">Read the IP PIN FAQs and IRS enrollment instructions \u2192<\/a><\/p>\n<\/section>\n<p><\/main><\/p>\n<footer class=\"swt-footer\"><strong>SEX WORKER TAXES<\/strong><\/p>\n<p>Your occupation is your business. Your taxes are ours.<\/p>\n<p><a href=\"sms:7179780469\">Text 717-978-0469<\/a> \u00b7 Text only<br \/><a href=\"mailto:info@sexworkertaxes.com\">info@sexworkertaxes.com<\/a><\/p>\n<p><a href=\"https:\/\/sexworkertaxes.com\/index.php\/privacy-policy\/\">Privacy Policy<\/a> \u00b7 <a href=\"https:\/\/sexworkertaxes.com\/index.php\/downloads\/\">Client Checklist<\/a><\/p>\n<p><small>\u00a9 2026 Sex Worker Taxes<\/small><\/footer>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>SWT.SEX WORKER TAXESYour occupation is your business. Your taxes are ours. Tax NewsTax ServicesTax ResourcesAboutClient PortalContactX SEX WORKER TAXES Client Checklist A little preparation makes tax time easier. Required documents for tax preparation Please provide a complete copy of your previous year\u2019s filed tax return and a valid government-issued photo ID so we can prepare [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"templates\/template-full-width.php","meta":{"footnotes":""},"class_list":["post-44","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Tax Preparation Checklist | Sex Worker Taxes<\/title>\n<meta name=\"description\" content=\"Download the SWT intake form and income-expense workbook, or email yourself the blank PDF. Use our checklist to prepare for secure tax filing.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sexworkertaxes.com\/index.php\/downloads\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax Preparation Checklist | Sex Worker Taxes\" \/>\n<meta property=\"og:description\" content=\"Download the SWT intake form and income-expense workbook, or email yourself the blank PDF. Use our checklist to prepare for secure tax filing.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sexworkertaxes.com\/index.php\/downloads\/\" \/>\n<meta property=\"og:site_name\" content=\"Sex Worker Taxes\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-10T23:03:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/i0.wp.com\/sexworkertaxes.com\/wp-content\/uploads\/2026\/10\/swt-plum-gold-favicon.png?fit=1254%2C1254&ssl=1\" \/>\n\t<meta property=\"og:image:width\" content=\"1254\" \/>\n\t<meta property=\"og:image:height\" content=\"1254\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@SexWorkerTaxes\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/sexworkertaxes.com\\\/index.php\\\/downloads\\\/\",\"url\":\"https:\\\/\\\/sexworkertaxes.com\\\/index.php\\\/downloads\\\/\",\"name\":\"Tax Preparation Checklist | Sex Worker Taxes\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/sexworkertaxes.com\\\/#website\"},\"datePublished\":\"2020-09-18T18:39:30+00:00\",\"dateModified\":\"2026-10-10T23:03:18+00:00\",\"description\":\"Download the SWT intake form and income-expense workbook, or email yourself the blank PDF. Use our checklist to prepare for secure tax filing.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/sexworkertaxes.com\\\/index.php\\\/downloads\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/sexworkertaxes.com\\\/index.php\\\/downloads\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/sexworkertaxes.com\\\/index.php\\\/downloads\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/sexworkertaxes.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Client Checklist\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/sexworkertaxes.com\\\/#website\",\"url\":\"https:\\\/\\\/sexworkertaxes.com\\\/\",\"name\":\"Sex Worker Taxes\",\"description\":\"Your occupation is your business. Your taxes are ours.\",\"publisher\":{\"@id\":\"https:\\\/\\\/sexworkertaxes.com\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/sexworkertaxes.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/sexworkertaxes.com\\\/#organization\",\"name\":\"Sex Worker Taxes\",\"alternateName\":\"SWT\",\"url\":\"https:\\\/\\\/sexworkertaxes.com\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/sexworkertaxes.com\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/i0.wp.com\\\/sexworkertaxes.com\\\/wp-content\\\/uploads\\\/2026\\\/10\\\/swt-plum-gold-favicon.png?fit=1254%2C1254&ssl=1\",\"contentUrl\":\"https:\\\/\\\/i0.wp.com\\\/sexworkertaxes.com\\\/wp-content\\\/uploads\\\/2026\\\/10\\\/swt-plum-gold-favicon.png?fit=1254%2C1254&ssl=1\",\"width\":1254,\"height\":1254,\"caption\":\"Sex Worker Taxes\"},\"image\":{\"@id\":\"https:\\\/\\\/sexworkertaxes.com\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/x.com\\\/SexWorkerTaxes\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Tax Preparation Checklist | Sex Worker Taxes","description":"Download the SWT intake form and income-expense workbook, or email yourself the blank PDF. Use our checklist to prepare for secure tax filing.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/sexworkertaxes.com\/index.php\/downloads\/","og_locale":"en_US","og_type":"article","og_title":"Tax Preparation Checklist | Sex Worker Taxes","og_description":"Download the SWT intake form and income-expense workbook, or email yourself the blank PDF. Use our checklist to prepare for secure tax filing.","og_url":"https:\/\/sexworkertaxes.com\/index.php\/downloads\/","og_site_name":"Sex Worker Taxes","article_modified_time":"2026-10-10T23:03:18+00:00","og_image":[{"width":1254,"height":1254,"url":"https:\/\/i0.wp.com\/sexworkertaxes.com\/wp-content\/uploads\/2026\/10\/swt-plum-gold-favicon.png?fit=1254%2C1254&ssl=1","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_site":"@SexWorkerTaxes","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/sexworkertaxes.com\/index.php\/downloads\/","url":"https:\/\/sexworkertaxes.com\/index.php\/downloads\/","name":"Tax Preparation Checklist | Sex Worker Taxes","isPartOf":{"@id":"https:\/\/sexworkertaxes.com\/#website"},"datePublished":"2020-09-18T18:39:30+00:00","dateModified":"2026-10-10T23:03:18+00:00","description":"Download the SWT intake form and income-expense workbook, or email yourself the blank PDF. Use our checklist to prepare for secure tax filing.","breadcrumb":{"@id":"https:\/\/sexworkertaxes.com\/index.php\/downloads\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/sexworkertaxes.com\/index.php\/downloads\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/sexworkertaxes.com\/index.php\/downloads\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/sexworkertaxes.com\/"},{"@type":"ListItem","position":2,"name":"Client Checklist"}]},{"@type":"WebSite","@id":"https:\/\/sexworkertaxes.com\/#website","url":"https:\/\/sexworkertaxes.com\/","name":"Sex Worker Taxes","description":"Your occupation is your business. Your taxes are ours.","publisher":{"@id":"https:\/\/sexworkertaxes.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/sexworkertaxes.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/sexworkertaxes.com\/#organization","name":"Sex Worker Taxes","alternateName":"SWT","url":"https:\/\/sexworkertaxes.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/sexworkertaxes.com\/#\/schema\/logo\/image\/","url":"https:\/\/i0.wp.com\/sexworkertaxes.com\/wp-content\/uploads\/2026\/10\/swt-plum-gold-favicon.png?fit=1254%2C1254&ssl=1","contentUrl":"https:\/\/i0.wp.com\/sexworkertaxes.com\/wp-content\/uploads\/2026\/10\/swt-plum-gold-favicon.png?fit=1254%2C1254&ssl=1","width":1254,"height":1254,"caption":"Sex Worker Taxes"},"image":{"@id":"https:\/\/sexworkertaxes.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/SexWorkerTaxes"]}]}},"jetpack_sharing_enabled":false,"jetpack_likes_enabled":false,"_links":{"self":[{"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/pages\/44","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/comments?post=44"}],"version-history":[{"count":22,"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/pages\/44\/revisions"}],"predecessor-version":[{"id":14003,"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/pages\/44\/revisions\/14003"}],"wp:attachment":[{"href":"https:\/\/sexworkertaxes.com\/index.php\/wp-json\/wp\/v2\/media?parent=44"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}