Real Estate Agent Worksheet
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1Real Estate Agent Worksheet
Taxpayer Name:
Tax Payer SS#:
EIN:
Name of Associated Broker:
Date of License: ____ / _____ / _____
Gross Income/Commissions (provide any 1099’s)
$
Advertising
Cell Phone
$
Signage
$
Internet Access Fees
$
Direct Mail
$
Self Employed Health Insurance
$
Flyers
$
Professional Organization Dues & Fees
$
Business Cards
$
Community Organization Dues & Fees
$
Promotional Items
$
Errors and Omission Insurance
$
Print Advertising
$
Bank Charges
$
Classified Advertising
$
Meals
$
Misc. Advertising
$
Client / Closing Gifts
$
Legal & Professional Fees
$
Travel
$
MLS Fees
$
Client Entertainment
$
Rent – If required at Main Office
$
Continuing Education Expenses
$
Office Fees
$
Professional Conference Fees
$
Utilities – Outside of Home
$
Travel
$
Secretarial/Assistant Expenses
$
Courier Services
$
Copying Expenses
$
Keys & Locksmiths
$
Printing Costs
$
Lock Boxes
$
Office Supplies
$
Photographs (film & Processing)
$
Business Insurance (not health)
$
Open House Expenses
$
Dues & Publications
$
Referral Fees
$
Postage & Shipping
$
Other – Specify:
$
nd
Telephone – 2
line if in home
$
Date you started your business:
/
/
Vehicle Expense
Vehicle expenses (provide breakdown)
$
If you lease, what is the monthly payment?
$
Type & Year of Vehicle:
Number of Miles Driven for Business
Jan 1–Jun 30
mi.
Date First Used for Business:
/
/
Number of Miles Driven for Business
July 1– Dec 31
mi.
Do you have another car for personal use?
Yes or
No
Number of Miles Driven for Personal
Jan 1– Dec 31
mi.
Do you have evidence to support the deduction?
Yes or
No
Number of Miles Driven for Commuting Jan 1- Jun 30
mi.
Is this evidence written?
Yes or
No
Number of Miles Driven for Commuting July 1– Dec 31
mi.
Home Office
Square Footage of Home
sq./ft
Cost of Utilities Except Water per Month
$
Square Footage of Space/Room Used
sq./ft
Amount of Rent Paid per Month
$
Fair Market Value of Home
$
Insurance – Homeowners/Renters
$
Number of Months Office was in Home
Other - Specify
$
Equipment Purchased Prior to this Tax Year
Date Purchased
Placed in Service
Cost
Computer
/
/
/
/
$
Printer
/
/
/
/
$
Cell Phone
/
/
/
/
$
Pager
/
/
/
/
$
Fax Machine/Scanner
/
/
/
/
$
Other
/
/
/
/
$
List Equipment Purchased this Tax Year
Date Purchased
Placed in Service
Cost
/
/
/
/
$
/
/
/
/
$
/
/
/
/
$
/
/
/
/
$
/
/
/
/
$
Small Business Comments and Other Expenses:
Note: If new client – provide copy of last years tax return!
317-984-5812
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Parent category: Legal