TToolWise Digital Shop on Etsy →
Self-Employed

Self-Employed Tax Deductions: The Complete Expenses List & Checklist

Looking for a tool?

The deductions most self-employed people miss are not exotic — they are the ordinary costs that never got logged: the phone bill, the software subscription, the mileage, the bank fees, the half of self-employment tax that is deductible automatically. A deduction you cannot evidence is one you will not claim, so this is a checklist plus the record each item needs. (Organisational guidance, not tax advice — rules differ by country, state and situation.)

The checklist

CategoryWhat it coversThe record you need
Advertising & marketingAds, website hosting and domain, business cards, printing, portfolio siteInvoice or receipt
VehicleMileage or actual running costs — one method per vehicleA contemporaneous mileage log either way
Home officeA share of housing costs, if you meet both tests belowSquare footage and the basis of the split
Software & subscriptionsDesign tools, accounting, cloud storage, stock assets, domain renewalsCard statements plus the vendor receipt
Phone & internetThe business share — rarely 100%The bill plus your stated business-use percentage
FeesPayment processing, marketplace, bank charges, currency conversionProcessor statements — these are large and invisible until categorised
Professional servicesAccountant, bookkeeper, lawyer, consultantInvoice
InsuranceLiability, professional indemnity, equipment coverPolicy and payment record
Equipment & toolsComputers, cameras, trade tools. Durable items may be depreciated rather than expensed at oncePurchase invoice; keep it for as long as you own the item
SuppliesConsumables used doing the workReceipt
EducationCourses, books, certifications that maintain or improve skills for your current businessReceipt plus a note on relevance
TravelBusiness trips — transport, lodgingItinerary and receipts; keep separate from meals
MealsBusiness meals, subject to limitsReceipt plus who you met and why. Keep in its own category
Rent or leasePremises, equipment, storageLease and payments
ContractorsAnyone you paid to helpTheir invoice, and their W-9 if US-based and over the reporting threshold
Health insurance premiumsOften deductible for the self-employed, with conditionsPremium statements — ask your accountant, this one has real rules
Retirement contributionsSelf-employed retirement plansPlan statements
Half of self-employment taxApplied automatically at filingNothing to keep — but know it exists

Home office: the two tests that decide it

This is the deduction people most often claim wrongly and most often skip entirely. The IRS states two conditions [verified — IRS home office deduction page]:

There are two calculation methods — a simplified one that multiplies a prescribed rate by your office's square footage, and an actual expenses one that apportions real housing costs. The prescribed rate and its square-footage cap are set by the IRS and change, so take the current figures from the IRS rather than from any blog, this one included.

The six most commonly missed

  1. Payment processing fees. On $40,000 of card-taken revenue at roughly 2.9% + 30¢, this is well over $1,200 a year — and it is invisible if you record income net instead of gross.
  2. The business share of phone and internet. Not glamorous, claimed monthly, adds up.
  3. Mileage on short local trips. One 18-mile round trip a week is 900 miles a year — see the mileage log guide for what that is worth.
  4. Software you forgot you subscribe to. Annual renewals are the ones that escape, because they appear once and never again.
  5. Bank charges and currency conversion on international payments — the FX spread is usually larger than the visible fee.
  6. Anything under $50. Across a year the small entries are routinely a fifth or more of total costs; nobody skips a $1,200 invoice, everybody skips a $20 one.

The four most commonly claimed wrongly

The test that decides everything

A deductible expense generally has to be both ordinary — normal for your line of work — and necessary — helpful and appropriate for it. Necessary does not mean indispensable. If you can state in one sentence why the business needed it, and you have the receipt, you are in the right territory. If the sentence is a struggle, that is your answer.

Whatever qualifies, the record is what makes it claimable: tracking business expenses for taxes covers what the IRS accepts as proof, and expense categories covers where each item belongs. Every deduction you log lowers net profit, which lowers both income tax and the 14.1% self-employment tax on it — see how much to set aside.

Related: tracking expenses for taxes · expense categories · mileage log · self-employed tax calculator

Part of our system for running small business finances in Google Sheets.

Quick FAQ

What can I write off as self-employed?

Costs that are ordinary and necessary for your business: advertising, vehicle use, a qualifying home office, software, the business share of phone and internet, processing and bank fees, professional services, insurance, equipment, supplies, relevant education, business travel and meals, rent, contractors, and often health insurance premiums and retirement contributions. Half of your self-employment tax is deducted automatically at filing.

What is a list of allowable expenses for self-employed people?

The table at the top of this page is that list, with the record each item needs beside it — because the record is what turns an expense into a deduction you can actually claim.

Can I deduct my home office?

If you meet both IRS tests: the space is used regularly and exclusively for business, and your home is your principal place of business (or you use it substantially and regularly for the business). A shared-use corner of a room fails the exclusivity test. Two calculation methods exist — a simplified rate-per-square-foot and an actual-expenses apportionment — and the current rate should come from the IRS.

Can I deduct my phone?

The business portion. Record the full bill, the percentage you use for business, and how you arrived at it. Claiming 100% on a phone that is obviously also personal is a common and avoidable error.

Do I need receipts for everything?

Keep them for everything you can — a phone photo takes seconds. A bank statement proves money moved but not what it bought, so it is weaker evidence on its own. The small entries matter most here, because they are both the easiest to lose and collectively a large share of the total.

What can I not deduct?

Commuting between home and your regular workplace, personal expenses, ordinary clothing you could wear outside work, and education that qualifies you for a new trade rather than improving your current one. Also anything you cannot explain in a sentence.

Does a deduction save me the full amount?

No — it reduces the income you are taxed on, so it saves you tax at your marginal rate plus the roughly 14.1% self-employment tax on that profit. A $1,000 deduction is not $1,000 back; on many solo returns it is somewhere in the region of $300–$400. Still worth logging.

General information to help you organise your records — not tax advice. Rules and thresholds change and vary by country and state. Confirm with a qualified tax professional before filing.

Keep reading

More guides

Self-Employed

How Much Should You Set Aside for Self-Employed Taxes?

The short answer is 25–30% of your net income — here's how to land on your exact percentage and never get surprised in April.

6 min read
Self-Employed

How to Track Business Expenses for Taxes

The system that turns tax season from a lost weekend into a 10-minute export — track expenses as you go, sorted by category.

6 min read
Small Business

Small Business Bookkeeping in Google Sheets: The Complete Setup Guide

Categories, formulas, and a profit dashboard — a bookkeeping system you'll actually keep up with, no accounting software required.

8 min read

Tools that do the work for you

Browse 250+ ready-made spreadsheets for money, home, life, and business — each with a free phone-friendly version.

Shop ToolWise Digital →