Wingspan updates
Wingspan updates
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Get the answers you need from our Freelance Bootcamp

 

New

 

 

We hosted our first-ever Freelance Bootcamp, with workshops designed specifically for independent professionals to build their confidence and develop skills to grow their business.

Head to our Resource Hub > Knowledge Center for exclusive templates, checklists, and videos from our experts on all things branding, taxes, legal, and finances!

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Scholarship to level up your business

 

New

 

 

Wingspan is partnering with IndeCollective, a private community for top independent professionals!

We are offering $36K worth of scholarships to six Wingspan members for IndeCollective’s upcoming Spring 2021 Cohort. Members will be part of a 10-week program where they’ll build their know-how, develop their network, and have access to the modularized education, expert guidance, and supportive peer group to translate their skills into six, and even seven-figure, independent consulting practices.

If you're ready to take your business and life to the next level, apply to IndeCollective's Spring Cohort before April 6th and let them know Wingspan sent you, so you can qualify for scholarship funding.

Apply now →

Self-employed tax calendar

 

New

 

 

Stay on top of self-employed (1099) tax deadlines with Wingspan's new tax calendar.

The calendar includes:

  • Quarterly estimated tax deadlines
  • Tax return filing deadlines
  • When you should expect to receive 1099s from your clients

Add to Google Calendar →

Self employed tax calendar preview

Update multiple transactions at once

 

Improvement

 

 

If you have many similar transactions to update in the same way, use Wingspan's new search and bulk editing features to get it done fast.

  • Delete and rename transactions
  • Modify the transaction amount
  • Mark transactions as business/non-business
  • Change transaction categories (e.g. Food & Drink)
  • Update transaction type (e.g. Income)

Bulk Update Preview

Export tax documents

 

New

 

 

Tax season is coming up. You can now request an export of your 2020 Schedule-C or Tax Summary spreadsheet in Taxes.

How do I use it? You can share this sheet with your accountant to file your taxes, or file yourself with a tool like TurboTax.

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Wingspan's Tax Summary sheet includes:

  • A Schedule-C Tax Summary
  • All of your Income & Expense transactions
  • Profit & Loss statements

What is the Schedule-C?

As a self-employed individual, you need to fill out an IRS Schedule C to report how much money you made in your business. This form must included with your income tax return if you had self-employment (1099) income.

Add a custom note to transactions

 

Improvement

 

 

Capture more information on transactions with new custom notes on any transaction in Income & Expenses.

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For example, add details like client information or additional context for your accountant. When you export your tax-ready financials for your filing, those notes will be included for you or your accountant's reference.

Stay organized with a new P&L

 

Improvement

 

 

You don’t have to be a math whiz to keep your business organized. Wingspan’s new Bookkeeping tool does all the heavy lifting.

What's new:

  • See all your business's transactions at a glance
  • Filter transactions by type, date range, or account
  • Understand your business' Profit & Loss by any custom date range

Check out the new Income & Expenses →

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Manage your finances with an upgraded bookkeeping experience

 

Improvement

 

 

See all your transactions in one place, so you can know at a glance if you’re on track to meet your goals. With new functions, you can get organized fast and feel in control of your cash flow. Easily filter and find exactly what you’re searching for, whether it’s a receipt from last week or last year’s biggest paycheck.

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e-Signatures ⚡

 

New

 

 

You can now e-sign for Form W-9s. Because no one actually owns a printer in the year 2021.

Track your invoices every step of the way 📩

 

New

 

 

We stalk, so you don’t have to. For every invoice, you'll see precisely when:

  • The invoice is sent
  • Your client looks at it
  • When they pay it
  • Your money lands in your bank account

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