WHAT TO PREPARE
HAVE READY TO BRING, MAIL or FAX:
ALL INCOME STATEMENTS FROM THE TAX YEAR
This may include (but is not limited to) these documents:
-W2's (payroll)
-W2G's (gambling, along with the amount of losses)
-1099-Misc (Independent Contractor or Non-Employee Compensation, rents and royalties)
-1099-Int (interest paid to you)
-1099-Div (dividends you received)
-1099-B (proceeds of sale of stocks, bonds, securities)
-1099-G (unemployment, state tax refunds or gov payments.)
-1099-R (income from retirement accounts)
-Social Security income
INTEREST PAID, ETC.
-1098 (Mortgage Interest, etc.)
-1098-E (Student Loan Interest)
-1098-T (Tuitions paid)
-Traditional IRA
-Roth IRA
RECORD OF TAXES PAID
-Real estate
-Personal property taxes
-Auto registration taxes
HEALTH INSURANCE INFO
-1095 A, B or C (Healthcare Insurance proof)
HAVE READY TO BRING, MAIL or FAX:
ALL INCOME STATEMENTS FROM THE TAX YEAR
This may include (but is not limited to) these documents:
-W2's (payroll)
-W2G's (gambling, along with the amount of losses)
-1099-Misc (Independent Contractor or Non-Employee Compensation, rents and royalties)
-1099-Int (interest paid to you)
-1099-Div (dividends you received)
-1099-B (proceeds of sale of stocks, bonds, securities)
-1099-G (unemployment, state tax refunds or gov payments.)
-1099-R (income from retirement accounts)
-Social Security income
INTEREST PAID, ETC.
-1098 (Mortgage Interest, etc.)
-1098-E (Student Loan Interest)
-1098-T (Tuitions paid)
-Traditional IRA
-Roth IRA
RECORD OF TAXES PAID
-Real estate
-Personal property taxes
-Auto registration taxes
HEALTH INSURANCE INFO
-1095 A, B or C (Healthcare Insurance proof)
WRITE-OFFS
PLEASE HAVE EXPENSES ITEMIZED
ADVERTISING & PUBLICITY
Business Cards, Stationery, Postcards, etc.
Business Gifts ($25 per person)
Demo (CD, DVD, audio, tape, video)
Photo Shoot, Reproductions, Lithos, etc
Resume Service & reproduction
Web Site, Domain, Web Hosting, etc.
BUSINESS MEALS / ENTERTAINMENT (in town)
Entertainment for business
BUSINESS FINANCE
Business Bank fees paid
Business interest paid
COMMISSIONS & FEES
Agent
Manager
CONTRACT LABOR
Accompanist, Musicians
Dresser (Stage)
Publicist
Film or/and theater crew
DONATIONS
Charity, Church, Non-profits, etc. (cash, check, credit
card)
Goods (clothes, equipment, furniture, etc.)
Mileage & parking (for charity) Charity Other (goods)
HOME OFFICE
Square Feet of home office space
Rental for the year and percentage use for business
Percentage of utilities use for office
INSURANCE
Business Insurance (self-employed)
Health Insurance (self-employed)
JOB SEARCH
Job search websites
Call services
Temp Agency Fees
Actors Access
LA Casting
Now Casting/Players Directory
Showfax/sides
Extras Casting
LICENSES
Licenses (city business license, professional, etc.)
Misc / Other
MEDICAL
Medical Insurance Premiums
Out-of-pocket Medical / Dental / Vision / prescriptions
Medical Mileage & parking
PLEASE HAVE EXPENSES ITEMIZED
ADVERTISING & PUBLICITY
Business Cards, Stationery, Postcards, etc.
Business Gifts ($25 per person)
Demo (CD, DVD, audio, tape, video)
Photo Shoot, Reproductions, Lithos, etc
Resume Service & reproduction
Web Site, Domain, Web Hosting, etc.
BUSINESS MEALS / ENTERTAINMENT (in town)
Entertainment for business
BUSINESS FINANCE
Business Bank fees paid
Business interest paid
COMMISSIONS & FEES
Agent
Manager
CONTRACT LABOR
Accompanist, Musicians
Dresser (Stage)
Publicist
Film or/and theater crew
DONATIONS
Charity, Church, Non-profits, etc. (cash, check, credit
card)
Goods (clothes, equipment, furniture, etc.)
Mileage & parking (for charity) Charity Other (goods)
HOME OFFICE
Square Feet of home office space
Rental for the year and percentage use for business
Percentage of utilities use for office
INSURANCE
Business Insurance (self-employed)
Health Insurance (self-employed)
JOB SEARCH
Job search websites
Call services
Temp Agency Fees
Actors Access
LA Casting
Now Casting/Players Directory
Showfax/sides
Extras Casting
LICENSES
Licenses (city business license, professional, etc.)
Misc / Other
MEDICAL
Medical Insurance Premiums
Out-of-pocket Medical / Dental / Vision / prescriptions
Medical Mileage & parking
OFFICE EXPENSE
Equipment purchases (Specify)
Batteries
Copy Service
Fax Service
Office supplies
Postage, Freight, Courier
Printer supplies (ink, paper, toner, etc.)
OTHER
Dues - Professional Societies, Organizations, Theater Co.'s
Dues - Union, Initiation fees
Passport
Professional Classes - Seminars / Coaching / Lessons / Workshops
Research; including tickets for research (theater, film, conferences,
events, festivals, etc.), Hulu, Netflix
Trade Publications / Subscriptions / Periodicals
Parking & Tolls (local)
Tax Prep fees
OUT OF TOWN TRAVEL
Fare (business travel)
Transportation (Car rental, taxi, subway, bus, parking & tolls)
Meals & Incidental Expenses
PROFESSIONAL FEES (SERVICES)
Attorney, Legal Fees (Business)
Bookkeeper / Accountant (Business)
Royalties paid
REPAIRS / MAINTENANCE
Costume repair / cleaning / dry cleaning / maintenance
Equipment
Instrument tuning (i.e., piano)
Professional tools
RENT / LEASE
Equipment
P.O. Box / Safe Deposit box (business)
Storage for business
Theatre space / rehearsal hall
SUPPLIES
Books, scripts, music
Props
Software
Uniforms
Professional work clothes (not street wear)
Professional Costumes
UTILITIES (not for home office)
Cable / Satellite
Communications / % of business use (telephone, fax line, cell,
pager, voicemail, phone card, pay phone)
ISP / % of business use (Internet Service Provider)
Equipment purchases (Specify)
Batteries
Copy Service
Fax Service
Office supplies
Postage, Freight, Courier
Printer supplies (ink, paper, toner, etc.)
OTHER
Dues - Professional Societies, Organizations, Theater Co.'s
Dues - Union, Initiation fees
Passport
Professional Classes - Seminars / Coaching / Lessons / Workshops
Research; including tickets for research (theater, film, conferences,
events, festivals, etc.), Hulu, Netflix
Trade Publications / Subscriptions / Periodicals
Parking & Tolls (local)
Tax Prep fees
OUT OF TOWN TRAVEL
Fare (business travel)
Transportation (Car rental, taxi, subway, bus, parking & tolls)
Meals & Incidental Expenses
PROFESSIONAL FEES (SERVICES)
Attorney, Legal Fees (Business)
Bookkeeper / Accountant (Business)
Royalties paid
REPAIRS / MAINTENANCE
Costume repair / cleaning / dry cleaning / maintenance
Equipment
Instrument tuning (i.e., piano)
Professional tools
RENT / LEASE
Equipment
P.O. Box / Safe Deposit box (business)
Storage for business
Theatre space / rehearsal hall
SUPPLIES
Books, scripts, music
Props
Software
Uniforms
Professional work clothes (not street wear)
Professional Costumes
UTILITIES (not for home office)
Cable / Satellite
Communications / % of business use (telephone, fax line, cell,
pager, voicemail, phone card, pay phone)
ISP / % of business use (Internet Service Provider)
