Real Estate Agent Tax Deductions Form - Quote - Firm Profile

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					                                                         Instructions for Exporting QuickBooks data

Where did my worksheet go?
          When you export data to a new workbook, your new worksheet containing exported data goes to Sheet 1. When yo
          the new worksheet is placed in front of the last active sheet where it will be named "SheetX" using the next available


How do I make sure this tips sheet isn't exported with the QuickBooks report in the final workbook?
          Before exporting, on the Export Report Basic tab, deselect the option to include the instruction worksheet.


How can I customize and update my worksheet?
          You can set up Excel links between 2 or more worksheets. (See Microsoft Excel Help for details about linking in Ex
          feature to setup links between a QuickBooks summary report and your customized sheet.
                      >> Choose one sheet as your source worksheet into which you'll export QuickBooks data. Then create a
                      customize your data and link the data between that sheet and the source worksheet.
                      >> Export your source data to an existing worksheet and overwrite the current data so that the new data
                      >> Create Excel links between a QuickBooks data worksheet and another worksheet in the workbook.


Troubleshooting: Why don't my links work correctly after exporting data?
         Be aware that any difference in the structure of the current report from the report that you used when setting up link
         in the links between worksheets. If you are seeing wrong data in your customized worksheet, then you may have:
                      >> Moved or deleted elements, or changed the structure of the report in some way? For example:
                                 You might have moved or deleted items from item list which gets used in a report like Invent
                                 You might have moved or deleted accounts from accounts list which gets used in a report lik
                      >> You are using a report related to accounts and have account(s) with no activity associated and did no
                                 TIP: Choose display All rows (available for most of the reports), Select Modify report->Displa
                      >> Deleted exported data sheet which serves as data source.
ckBooks data


orted data goes to Sheet 1. When you export to an existing workbook,
med "SheetX" using the next available number in the series.


 final workbook?
e the instruction worksheet.



 el Help for details about linking in Excel.) You can use this

 port QuickBooks data. Then create another worksheet where you can
ource worksheet.
the current data so that the new data is used by any Excel links and formulas.
 nother worksheet in the workbook.



 rt that you used when setting up links, can cause mismatch
ed worksheet, then you may have:
ort in some way? For example:
 hich gets used in a report like Inventory Valuation report.
nts list which gets used in a report like Profit and Loss standard report.
 with no activity associated and did not choose to display "All rows".
eports), Select Modify report->Display->Advanced->Diplay row->All rows
www.walkerbusinesssystems.com                                       R. Brian Walker, CPA                                         WWW.BRIANWALKERCPA.COM
                                                                         PO Box 181
                                                                   Cunningham, TN 37052
                                                                        866-672-9034
                     Tax Deductions for Real Estate Agents                                       Tax Deductions for Real Estate Agents


        Accounting & Tax Prep                                                         Automobile - Need to Keep a Log of all miles
                                                                                       · Miles for Client Meetings
        Advertising                                                                    · Miles for Continuing Education
        · Newspaper                                                                    · Miles for Escrow & Loan Office Trips
        · General Magazine                                                             · Miles for Showing Property
        · Proprietary Magazines                                                        · Miles for Out of Town Business Trips
        · Radio                                                                       Total Business Miles
        · TV
        · Billboard                                                                   Ending mileage reading
        · Internet                                                                    Beginning mileage reading
        · Internet Design Work                                                        Total All Miles on Vehicle
        · Web Site maintenance fee
        · Home page, access, email fees                                               Percentage Business Miles
        · Giveaway Items
        · Business Cards                                                              Actual Automobile Expenses
        · Signs                                                                        · Fuel
        · Flyers                                                                       · Repairs - Oil changes, tires, other repairs
        · Direct Mail                                                                  · Insurance
        · Telemarketing                                                                · Vehicle registration, license
        · 1-800 Number                                                                 · Vehicle lease or rental fees
        · IVR Technology
        · Advertising - Other                                                         If Purchased a New Vehicle
                                                                                      Date of Purchase
        Bank Charges                                                                  Make of Vehicle
        · Checks                                                                      Model
        · Service Charges                                                             Cost


        Charitable Contributions (Deductible on Personal Return)
                                                                                      Continuing Education
        Computer MLS Charges                                                           · Books
                                                                                       · Newsletters
        Contract Labor                                                                 · Tapes / CDs
        · Technology Support                                                           · Seminars
        · Coach                                                                        · Magazine Subscriptions




                                                                                                                                                Page 3 of 5
www.walkerbusinesssystems.com                                 R. Brian Walker, CPA                                    WWW.BRIANWALKERCPA.COM
                                                                   PO Box 181
                                                             Cunningham, TN 37052
                                                                  866-672-9034
                     Tax Deductions for Real Estate Agents                                  Tax Deductions for Real Estate Agents


        Copies                                                                  Office Supplies
                                                                                 · Agent 360
        Credit Reports                                                           · Paper
                                                                                 · Ink & Cartridges
        Customer Gifts                                                           · Other
        · Gift Albums                                                            · Photography
        · Certificates/Other                                                     · Postage/Freight/Delivery
                                                                                 · Printing (Non-advertising)
        Depreciation / Amortization                                              · Professional Fees


        Dues                                                                    Rent - Office
        · MLS
        · NAR                                                                   Repairs & Maintenance
        · Board of Realtors                                                      · Office
        · Other                                                                  · Janitorial & Cleaning
                                                                                 · Computers
        Equipment Rental                                                         · Copier
        · Copier
        · Fax                                                                   Payroll Expenses
        · Computer                                                               · Staff
        · Cellular Phone                                                         · Runner
        · Interest/Finance Charges
                                                                                Telephones
        Insurance                                                               · CommuniKate System
        ·E&O                                                                    · Phone Line
        · Insurance-Health                                                      · Long Distance
        · Property                                                              · Cellular Phone
        · Equipment                                                             · Answering Service
                                                                                · Computer/Internet Line
        Legal


        Lock Boxes


        Business Meals (enter 100% of expense)




                                                                                                                                     Page 4 of 5
www.walkerbusinesssystems.com                                           R. Brian Walker, CPA                                       WWW.BRIANWALKERCPA.COM
                                                                             PO Box 181
                                                                       Cunningham, TN 37052
                                                                            866-672-9034
                      Tax Deductions for Real Estate Agents                                           Tax Deductions for Real Estate Agents


        Taxes                                                                             Travel & Entertainment & Lodging
        · Payroll - (FICA)                                                                · Airfare
        · Payroll - (FUTA)                                                                · Bus & Subway
        · Payroll - (SUTA)                                                                · Bridge & Highway Tolls
        · Federal Income Taxes (Not Deductible But Must Account For)                      · Car Rental
           · 1st Installment 4/15                                                         · Computer time charges
           · 2nd Installment 6/15                                                         · Laundry
           · 3rd Installment 9/15                                                         · Lodging (do not combine with meals)
           · 4th Installment 1/15                                                         · Meals (do not combine with lodging)
           · Payment made with Extension                                                  · Parking
        · Property Taxes                                                                  · Porter, Bell Captain
        · State Taxes                                                                     · Taxi
         · Annual Report                                                                  · Telephone & Fax charges
         · F&E                                                                            · Train
                                                                                          · Other
        Utilities - Office
                                                                                          Equipment Purchases
        Miscellanous                                                               Date                              Description                Amount


        Concessions - Selling Expenses


        Home Office Deduction
        · Square Footage of House
        · Square Footage of Home Office


        · Home Real Estate Taxes
        · Home Mortgage Interest
        · Rent
        · Utilities
        · Home Insurance
        · Painting of Office
        · Repairs to Home Office


        Basis of House __________ Date purchased ________




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