Tax & Compliance
Practical guides on tax & compliance — clear writing for freelancers and small-business owners.
9 articles
- 01Tax & ComplianceJul 25, 2026
Canadian GST/HST Invoice Requirements: What to Include (+ Free Template)
A Canada-specific guide to CRA invoice rules, GST/HST registration, provincial rate differences, and the exact details clients need to claim input tax credits.
7 min read - 02Tax & ComplianceJul 21, 2026
How Long Should You Keep Invoices and Receipts? Record-Keeping Rules for Small Businesses
How many years freelancers and small businesses must keep invoices and receipts in the US, UK, Canada, and Australia, plus digital storage rules.
7 min read - 03Tax & ComplianceJul 11, 2026
What Is a 1099-K? A Freelancer's Guide to the Payment App Tax Form
How the 1099-K works, why PayPal and Stripe now send you one, the shifting reporting thresholds, and how to report it without paying tax twice.
7 min read - 04Tax & ComplianceJul 9, 2026
What Is a 1099-NEC? A Freelancer's Guide to Getting (and Reading) Yours
How the 1099-NEC works for US freelancers: who sends it, the $600 rule, how it differs from a W-9 and 1099-K, and what to do when it's wrong or missing.
8 min read - 05Tax & ComplianceJul 5, 2026
How to Fill Out a W-9 as a Freelancer (Step-by-Step)
A box-by-box guide to completing IRS Form W-9 as a freelancer or contractor, including tax classification, your TIN, common errors, and when a 1099 arrives.
8 min read - 06Tax & ComplianceJul 1, 2026
What Is a Tax Invoice? Australian GST Requirements + Free Template
A practical guide to Australia's statutory tax invoice: the mandatory fields, when GST registration requires one, the $1,000 threshold, and RCTIs.
7 min read - 07Tax & ComplianceJun 14, 2026
Do I Need to Register for VAT? (UK Threshold Explained)
When UK freelancers and small businesses must register for VAT, what the threshold is, what voluntary registration changes, and how it affects your invoices — in plain English.
10 min read - 08Tax & ComplianceMay 11, 2026
Sales Tax on Invoices: A US Small-Business Guide
Learn when and how to charge sales tax on invoices in the US. Covers nexus, state rates, exemptions, services vs products, and invoice formatting.
10 min read - 09Tax & ComplianceMay 9, 2026
UK VAT Invoices Explained: Requirements & Examples
Everything you need to know about UK VAT invoices: mandatory fields, the 20% standard rate, simplified invoices, and HMRC compliance requirements.
11 min read