Expense Organizer

 

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New Client(s)?

Taxpayer

First Name Middle Initial Last name   Suffix Social Security Number

Date of Birth -- mm/dd/yy Occupation Company/Base    Cell Phone

Home Phone Email *no personal information will be sold or shared

Spouse

First Name Middle Initial Last name   Suffix Social Security Number

Date of Birth -- mm/dd/yy Occupation Company/Base    Cell Phone

Home Phone Email *no personal information will be sold or shared

 

Automobile Expenses* Taxpayer Spouse

Vehicle – Make/Model/Year

Date Placed in Service

Total Miles Driven During Year

Business Related Miles

Average Round Trip Distance to Work

If Leased, list payments, Yearly costs

Tolls, parking, taxis, etc.

*(n/a for commute to or from work by car, only for non-commuting for example: Work meetings, training, etc.)

Overnight Travel Expenses    

Travel Costs for commuters (airlines, trains, parking, etc.)

Lodging:

Auto Rentals, Taxi’s, etc.

Incidental Expenses (overnights)

Tips (hotel vans, shoe shines, etc)

Commuter Passes

Other travel costs (cabs, buses, etc.)

ATM fees, currency exchange fees

 

Employee Expenses Taxpayer Spouse

Non taxable per diem - If not On W2, Box 12, Code L, then please submit your last pay stub of the year for us to obtain YTD information.

Meals & entertainment - Only applicable if we do not compute your per diem.

Percentage of Domestic vs. Int’l trips

Computers, Equipment, Software - for computer purchase give date purchased for depreciation

Flight gear, Luggage, Passport

Union or Professional dues

Trade Subscriptions/Magazines

Uniforms & Protective clothing

Uniform upkeep (cleaning & alterations)

Education to maintain skills - aircraft rentals, classes, renewals, seminars, etc.

Office supplies & Equipment
 

Internet Fees - (Home and overnights/commute)

Cell phone, PDA monthly charges Date Purchased

Special tools - (Jepp binders,headset,sunglasses,etc.)

Job searching costs - (even if not hired)

Legal investment or accounting fees

Flight Physical exam (pilots only)

FFDO expenses - (course, ammo, travel exp)

Tax prep fees 2010 - (reqd. only if new client)

Other expenses: Items like ID replacements, wings, watch, alarm clock, travel hair dryer, bid service, answering machine, calling cards, flashlight, batteries, keys, pens, training out of base expenses, etc., etc.


Referral Program

Referred by: