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Owner-Operator 1099 Starter Checklist

Weekly checklist

• Save fuel receipts
• Save repair and maintenance receipts
• Check mileage logs
• Categorize business expenses
• Save settlement statements
• Separate personal and business purchases when possible
• Review subscriptions and app charges
• Back up records

Monthly checklist

• Export expense report
• Review biggest costs
• Estimate tax reserve
• Check profit after fuel and major expenses
• Review missing receipts
• Send questions to tax professional if needed

App comparison worksheet

For each app, check:

• Does it track mileage?
• Does it capture receipts?
• Can it connect bank/card accounts?
• Can it export tax-time reports?
• Is pricing clear?
• Is it easy to use from the road?
• Does it fit trucking, not just generic freelancing?