Client Intake Form
Mobile Remote Apostille Loan Signing Notary
(817) 726-2181
Income
Commissions received
Referral fees
Interest rec'd - commission carrybacks
Total income
Sales Related Expenses
Advertising
Appraisal Fees
Bank Charges
Business Cards
Clerical
Client Promotion
Commissions paid
Courier/Postal Service
Escrow/Loan Fees Paid
Referral Fees paid
Flowers/cards
Meals for clients
GPS Device
Lock Boxes/keys/Locksmith
Map books
Office Expenses
Printing/Copying
Rent
Repairs
Sales Assistants
Signs/Flags/Banners
Software
Stationary
Tools
Other
Communication Related Expenses
Work Line
Cell Phone
Fax
Professional Related Expenses
Continuing Education
Dues
E & O Insurance
Legal Fees
Licenses
Memberships
MLS
Trade Publications
Seminars
BUSINESS VEHICLE MILEAGE. Use this method if you have a rather new car and you don’t spend much on maintenance
Business Miles
Personal Miles
Commuting Miles
Total Miles
Business Use %
AUTO EXPENSES – ACTUAL COST METHOD. Use this vehicle method if you have a rather old car and you spend a bit on maintenance:
Gas
Insurance
Repairs, Maintenance and Service
Parking and Tolls
Registration
Car washes
Other:
Total Auto Expenses
Equipment Related Expenses
Briefcase/Special Handbag
Calculator
Camera/Digital equipment
Computer
Office Furniture
Travel Expenses
Airfare/Train, etc.
Car rental and gas
Dry Cleaning/Laundry
Lodging
Meals
Tolls/Parking
Taxi/Shuttle/Bus
Signature of Taxpayer:
Signature of Spouse:
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