| Client: ____________________________________ | ID # ______________________ Tax year _________ | |||
| UNIFORMS | EQUIPMENT | |||
| Uniforms | Badges, name tags | |||
| Belts | Briefcase | |||
| Boots, Shoes | Binoculars | |||
| Gloves | Flashlight, bulb, batteries | |||
| Hat, Helmet | Maps | |||
| Jacket | Notebook | |||
| Pants | Pager, beeper | |||
| Shirts | Equipment repairs | |||
| Ties | Safety equipment | |||
| Emblems, insignia | Tape recorder | |||
| Dry Cleaning | Tapes | |||
| Laundry | Other | |||
| Other | Other | |||
| Other | Other | |||
| TOTAL | TOTAL | |||
| PROFESSIONAL | MEALS | |||
| Union Dues | House Dues | |||
| Association Dues | Business meals on the job | |||
| Professional Dues | Other | |||
| Subscriptions | Other | |||
| Other | Other | |||
| Other | TOTAL | |||
| TOTAL | ||||
| CONTINUING EDUCATION | TELEPHONE | |||
| Seminars | 2nd Line | |||
| Workshops | Long Distance | |||
| Books, manuals | Pay Phone | |||
| Supplies | Cell Phone | |||
| Other | Answering Machine | |||
| Other | Fax Line | |||
| TOTAL | Other | |||
| TOTAL | ||||
| INSURANCE | ||||
| Errors & Omissions | VEHICLE & TRAVEL | |||
| Other | See Vechicle, Travel & Entertainment Worsheet | |||
| TOTAL | ||||
| OTHER INFORMATION | ||||
| REALTOR CHECKLIST CLIENT: ______________________ ID# _____________________ Year: _________ The purpose of this worksheet is to help you organize your tax deductible business expenses. In order for an expense to be deductible, it must be considered an "ordinary and necessary" expense. You may include other applicable expenses. Do not include expenses for which you have been reimbursed, expect to be reimbursed or are reimbursable. |
||||
| SALES | PROFESSINAL | |||
| Advertising | Dues | |||
| Appraisal Fees | Clerical | |||
| Administrative help | Continuing Ed | |||
| Business Cards | E & O Insurance | |||
| Business Development | Legal Fees | |||
| Cleaning & Clothing Supplies | Licenses | |||
| Client Gifts | Memberships | |||
| Doc-U-Sign | Multiple Listing | |||
| Fees: Commisions Paid | Other | |||
| Escrow/Loan Fees | Publications | |||
| Referrals | Resumes | |||
| Flowers/Cards | Seminars | |||
| Food | Tec Support | |||
| Keys/Locksmith | Test | |||
| Lock Boxes/Supra | ||||
| Map Books | ||||
| Office Supplies | ||||
| Open House | TOTAL | |||
| Photcopying | EQUIPMENT | |||
| Postage | Camera | |||
| Printing | Chair | |||
| Referrals | Desktop PC | |||
| Rent | Filing Cabinet | |||
| Repairs | Hedge Trimmer | |||
| Sales Assistants | Key Can | |||
| Signs Put up and Down | Mcrset mouse | |||
| Signs, Flags, Banners | Misc Equipment | |||
| Software | Refridgerator for Office | |||
| Sorage Materials | Repairs | |||
| Suproa lock Box | Shreder | |||
| Website | Wet/Dry Vac | |||
| TOTAL | ||||
| Telephone | ||||
| 2nd Line | ||||
| Answering Service | TOTAL | |||
| Beeper/Pager | Vehicle & Travel | |||
| Cellular | See Vehicle, Travel & Entertainment Worksheet | |||
| Faxes | ||||
| High Speed Internet | ||||
| Long Distance | ||||
| Other | ||||
| TOTAL | ||||
| OTHER INFORMATION | ||||