Auto dealer checklist
FROM KATHY “THE TAX LADY”, BY APPOINTMENT
OPEN SUNDAYS 210-455-9325
log on to www.kathythetaxladyus.com to schedule your appointment
AUTO DEALER CHECKLIST (DEDUCTIONS FOR ITEMS PAID FOR OUT OF YOUR POCKET)
_____ ADVERTISING _____ SPINS AND SPIFFS (must have 1099)
_____ BUSINESS CARDS _____ TRAINING
_____ COMPUTER EQUIPMENT PURCHASED FOR BUSINESS
_____ UNIFORM EXPENSE (MUST HAVE COMPANY LOGO) SHIRTS, JACKETS, PANTS
_____ UNIFORM MAINTENANCE
_____ BUSINESS RELATED MILEAGE (must have the log book)
_____ BIRD DOGS (must have a log book of who you paid, when you paid, and how much
_____ PROFESSIONAL PUBLICATIONS
_____ MOBILE PHONE USED FOR BUSINESS
_____ MOBILE PHONE EQUIPMENT used in business
_____ PROMOTIONAL ITEMS (KEYCHAINS, MAGNETS, PENS, BASEBALL CAPS)
_____ MAILOUTS SENT TO CUSTOMERS
_____ CHRISTMAS CARDS SENT TO CUSTOMERS
_____ SUPPLIES used for business
_____ CHARGEBACKS (bring your last pay stub)
_____ INTERNET USED FOR BUSINESS
_____ TRAVEL EXPENSES FOR BUSINESS AND LODGING FOR BUSINESS
_____ TAKING CLIENTS OUT FOR MEALS AND ENTERTAINMENT
You must bring receipts, copies of the bill, log books, credit/debit card swipes from bank statement, cancelled checks to the appointment. NO PROOF, NO DEDUCTION.