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Executives and Business Professionals Tax Checklist

Professional Fees & Dues
  • Association Dues
  • Credentials
  • License
  • Professional Associations
  • Union Dues
  • Other:________________________
Continuing Education
  • Correspondence Course Fees
  • Course Registration
  • Lab Fees
  • Materials & Supplies
  • Photocopy Expense
  • Reference Material
  • Research Expenses
  • Seminar Fees
  • Textbooks
  • Other:___________________________
Telephone Expenses
  • FAX Transmissions
  • Paging Service
  • Toll, Cellular, and Pay Calls
  • Other:___________________________
Auto Travel (In miles)
  • Between Jobs or Locations
  • Client Meetings
  • Continuing Education
  • Job Seeking
  • Out of Town Business Trips
  • Purchasing Job Supplies & Materials
  • Professional Society Meetings
  • Parking Fees and Tolls ($)
  • Other:___________________________
Miscellaneous Expenses
  • Liability Insurance - Business
  • Subscriptions
  • Resume`
Supplies & Expenses
  • Briefcase
  • Business Meals (enter 100% of expenses)
  • Business Cards
  • Clerical Service
  • Computer Software
  • Computer Supplies
  • Customer Lists
  • Entertainment (enter 100% of expense)
  • Equipment Repair
  • FAX Supplies
  • Gifts & Greeting Cards
  • On-Line Charges
  • Legal & Professional Services
  • Office Expenses
  • Photocopy Expenses
  • Postage
  • Shipping
  • Stationery
  • Technical Publications
  • Other:_____________________________
Equipment Purchases
  • Cellular Phone
  • FAX Machine, Calculator, and Copier
  • Pager, Recorder, and Phone
  • Computers and Printers
  • Modems and Computer Peripherals
  • Other:_____________________________
Travel - Out of Town
  • Airfare
  • Car Rental, Taxi, Bus, Train, and Subway
  • Parking and Tolls
  • Lodging (do not combine with meals)
  • Meals (do not combine with lodging)
  • Porter, Bell Captain, and Laundry
  • Telephone Calls (including home)

Checklists