1099 income statement template
A 1099 income statement is a one-page summary of your self-employment income over a period. Here's the structure reviewers expect — and how to fill it from your payout exports automatically.
The standard structure
| Section | What it shows |
|---|---|
| Header | Your name, "Self-Reported Income Statement," the period, prepared date |
| Summary | Total income, average/month, median/month, annualized |
| Monthly table | Each month's total + record count, contiguous (gaps shown as $0) |
| By source | Total per platform (DoorDash, Stripe, PayPal…) |
| Notes | Self-reported label + any data limitations |
Fill it automatically
Hand-typing a year of payouts invites errors (and looks it). Export the CSVs, drop them in, and the totals, trend, and breakdown are computed for you — every cell a sum of your real rows. Then "Print → Save as PDF."
Why "self-reported" stays on it
The label is a feature, not a weakness: it tells a landlord, lender, or consulate exactly what the document is — your honest restatement of your own records — so they know how to weigh it alongside your 1099s and bank statements.
Build your packet
Turn the records above into a clean, printable self-reported income statement in two minutes.
See a sampleGet your packet