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© 2026 ExpenseGhost LabsPublic beta · October 2026
Step 3 of 6 · Freelancer setup

Set your tax profile

The draft Schedule C is only as right as the profile behind it. Two minutes now saves a wrong number later.

Freelancer setup

  1. 01Create your workspace
  2. 02Connect your bank and cards
  3. 03Set your tax profile
  4. 04Get your receipts in
  5. 05Clear your review queue
  6. 06See your numbers and taxes

You set an entity type during signup. This step fills in the rest of what your tax estimates depend on. Skip it and the numbers still appear — they're just built on defaults that may not be yours.

Confirm your filing status

Open Organization settings and check your filing status and business details. These feed the self-employment tax estimate, so a wrong filing status quietly skews every quarterly number you see.

Add your home office

If you work from home, set your home-office percentage in the Tax center. ExpenseGhost applies it to the right share of rent and utilities on your draft Schedule C, so you're not leaving a real deduction on the table. Not sure which method to use? See simplified vs actual home office.

Tax reminders

By default you'll get an email before each IRS estimated-tax deadline so a quarterly payment never sneaks up. If you'd rather not, you can mute your copy under Account settings.

ExpenseGhost provides tax estimates and tax-ready exports. We are not a tax preparer and do not file returns. Estimates are informational — verify every number with a licensed tax professional before filing.

← PreviousConnect your bank and cardsNext →Get your receipts in