Expenses

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					                               CLIENT INFORMATION SHEET

Date:

Taxpayer name                                  Social security number
Home address                                   Date of birth
                                               Home phone
E-mail address                                 Cell phone

Employer                                       Work phone
Business address


Spouse name                                    Social security number
Home address                                   Date of birth
                                               Home phone
E-mail address

Employer                                       Work phone
Business address


Home based business
Name                                           Federal ID number
Address                                        Telephone
                                               Nature of business
E-mail address


Contact person for payment/filing of returns
Name                                           Relationship
Address                                        Telephone


Dependants
Name                                           Social security number
Relationship                                   Date of birth

Name                                           Social security number
Relationship                                   Date of Birth

How did you hear about our firm?
                         DATES AND LOCATIONS OF TRAVEL

                         FOR THE YEAR OF ________________


                                   # of
                Date    Status *   Days             Location   Discharge
                                                                 Date




       * J = Joined
         D = Departed
         A = Arrived
rev 7/15/2011
                          MERCHANT MARINE JOB EXPENSES


       Annual Dues                                            Uniforms

       Working Dues                                           Working Clothes

       Initiation Fees                                        Uniform Cleaning

       Cell Phone/Pager                                       Safety Equipment
                                                              Tools, etc.
       Phone Cards
                                                              Work related
       Other Calls                                            Computer Expense

       Work related                                           Licenses Fees,
       Medical Exams                                          Passports, etc.

       Depreciable Items                                      Type of Item
       Over $500         Purchase Date
                         Purchase Price
                         % Used for Work

       Travel Expenses:
                          Mileage                    Hotels              Meals
       Looking for Work

       Meeting Ships

       Continuing Ed &
       Licensing


       Other Related Expenses:




       Job related expenses should have evidence to support their deductibility.




rev 7/15/2011

				
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