The Self-Employment Tax Burden

Self-employment tax breakdown at different income levels

Tax TypeRateWho PaysNotes
Social Security12.4%You pay both halvesUp to $168,600 (2025)
Medicare2.9%You pay both halvesAll earned income
Additional Medicare0.9%You (above $200K)Additional for high earners
Self-Employment Tax Total15.3%You entirelyDeduct half on Schedule 1
Federal Income Tax10%–37%Normal bracketsSE tax reduces self-employment income
Effective Combined Rate~28-35%Typical SE earnerAt $80K net SE income

Quarterly Estimated Tax Payments

If you expect to owe $1,000+ in federal taxes for the year, you must make quarterly estimated payments by: April 15, June 15, September 15, and January 15. The rule of thumb: pay 25-30% of each client payment immediately into a dedicated tax savings account, then remit quarterly.

⚠️The Underpayment Penalty

Missing quarterly estimated payments triggers an underpayment penalty — currently approximately 8% annualized on the shortfall. For a $20,000 annual tax bill paid entirely on April 15 instead of quarterly: approximately $640 in additional penalty. Not catastrophic, but entirely avoidable.

Deductions Available Only to Self-Employed Workers

Tax deductions available to self-employed workers

DeductionAmountNotes
Home office (exclusive dedicated space)Regular and exclusive use$5/sqft up to 300 sqft simplified, or actual expenses
Business vehicleActual or $0.70/mile (2025)Business miles only; log required
Health insurance premiums100% of premiumsCannot be eligible for employer plan
SE tax deduction (half of SE tax)7.65% of net SE incomeAbove-the-line deduction; always available
Business meals50% of qualifying mealsBusiness purpose required; not entertainment
Professional development100% of qualifying costsDirectly related to current business
Software and subscriptions100% of business-use portionBusiness use only

Record-Keeping: What You Must Maintain

  • Mileage log: date, destination, business purpose, odometer — contemporaneous (same day)
  • Home office measurements: square footage of dedicated space and total home
  • Receipts for business expenses: retain for 7 years
  • Bank and credit card statements separating business from personal
  • Invoices and client contracts: income documentation

Calculate Your Self-Employment Tax Liability

Enter your net business income and deductions — see your SE tax, estimated payments, and refund or balance due.

Open Income Tax Calculator →