2015 Tax Deduction Finder Template Page 4

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Do you have any expense for your job which is not fully reimbursed, or the reimbursement is shown on your W-2, such as:
EMPLOYEE
Use of your auto on the job (other than driving to and from work)
Entertainment of Clients
BUSINESS
Mileage / Lodging / Food for education or job hunting
Use of your home as office or for sample storage
Temporary job assignment
Mileage to second job on same day
EXPENSE
Meals / Lodging while away from home overnight
Advertising / Office Supplies / Postage
PURCHASE OR TRADE OF VEHICLE
PURCHASE OR TRADE OF VEHICLE
Make
Year
Date
Cost
Cash to Boot
Make
Year
Date
Cost
Cash to Boot
Purchased
Purchased
Present Auto
Present Auto
Previous Auto
Previous Auto
If you take auto expense using optional mileage rates, complete lines 1 – 6
1. AUTOMOBILE EXPENSES
Check box if mfg. gross vehicle weight is 6000 lbs+
Vehicle 1
Vehicle 2
Vehicle 3
1.
Total Miles Driven
2.
Total Business Miles
3.
Commuting Miles: Average daily round
trip to job or first and last regular stop
4.
Total Year Commuting Miles
5.
Ending Odometer Reading (Dec. 31)
6.
Parking & Tolls
You may have a greater deduction using actual expenses. If so, fill in the following information:
7.
Gas/Oil/Repairs/Tires/Lube/Wash/Tow
8.
Licenses/Taxes/Ins/Auto Club/Garage
9.
Lease Payments
10. Fair Market Value at time of Lease
11. Other
2. TRAVEL AWAY FROM HOME
4. OFFICE IN HOME
(if qualified to take deduction)
TAXPAYER
SPOUSE
Number of Nights Away from Home
Date Acquired Home
a.
Airplane/Train/Cabs/Buses/etc.
Total Cost
Auto Rental
Cost of Land
Cruise Ship Convention/Seminar
Cost of Improvements
Convention/Seminar Fees
Square Footage of Home
Lodging (actual costs)
Square Footage of Office Area
Laundry and Cleaning
Rent Paid if you are Renter
Other
Interest
b.
Meals & Tips (actual costs)
Taxes
Utilities/Garbage
3. OTHER BUSINESS EXPENSE
TAXPAYER
SPOUSE
a.
Client Lunches/Beverages
Insurance
Entertainment/Tickets
Repairs/Maintenance
(Keep above totals separate from other costs)
Casualty Loss (Nondeductible Amounts)
b.
Business Ext. Phone + enhancements
Other
Long distance, fax, paging, cellular
Part 1 - Vehicle 1
Commissions Paid
Part 1 - Vehicle 2
Christmas Cards/Gifts
Part 2-a
Reimbursement
Postage/Stationery/Supplies/Freight
Not Shown
Part 2-b
Dues/Subscriptions
Part 3-a
Anywhere Else
Tickets to qualified Charitable Events
Part 3-b
Other
Part 4
CHECK LIST
I consent to have the IRS discuss my tax return with my
Please check all information and amounts listed to be sure of
preparer.
completeness and accuracy to insure paying the least legal amount of
tax.
TIMELY RECORDS must be maintained to support the above
deductions. Records must indicate who, what, why, where and
Enclose all W-2s, Interest, Dividend and other 1099s. If you received any
when.
booklets, cards, labels, envelopes or correspondence from the IRS or
state, please bring them.
Check if you have receipts or log:
Enclose Purchase/Sales/Contract Agreements or Closing Papers. Dates
I have reviewed this information and to the best of my
are important!
knowledge it is true, correct and complete.
Please sign:
There are still some unlisted deductions for special situations and limitations to these deductions. During your
appointment we will discuss them and answer your questions about income and deductions.
When complete, call for an appointment.

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