Copyright ©​ Daniel Cullinane CPA.

​AUTOMOBILE USE IN 2015

In order to deduct mileage for auto expenses in a tax return, a log must be kept which details mileage driven for business purposes. This log must be kept which details mileage driven for business purposes This log would be needed to justify the write off for the expense in the event of an audit

Auto
Make  _________________________________________
Model _________________________________________
Year    _________________________________________
Date of Purchase _____________________________
Purchase Price     _____________________________
Business Mileage _____________________________
Moving Mileage   _____________________________
Commuting Mileage        ____________________
Charitable Mileage           ____________________


CONTRIBUTIONS
1 Cash less than $3,000 amount _____________________
2 Cash $3000 or more show name of organization   Amount _____
 Organization _______________
                                                     
CASUALTY AND THEFT LOSSES
Amount ______________
Details   __________________________________________________________________________________________________________

MISCELLANEOUS DEDUCTIONS

Non reimbursed Business Expenses
Expense amount ____________________   Description ___________________
Expense amount ____________________   Description ____________________
Expense amount ____________________    Description ____________________
Expense amount ____________________    Description ____________________

Other Expenses                 AMOUNT
Tax Preparation                 ______________
Union Dues                        ______________
Business Publications       ______________
Professional Dues/ Fees   _______________
Safety Deposit Box Fees   _______________
Small tools                         _______________
Business Telephone          _______________
Uniforms Cleaning            _______________
IRA custodial fees             ________________
Investment expenses      _________________
Education expenses         _________________
Business Entertainment  _________________
Other                                 _________________
ADJUSTMENTS TO INCOME
1 Your IRA deduction                                       __________________
2 Spouse's IRA                                                   ___________________
3 Keogh SEP deduction                                     ___________________
4 Penalty for early withdrawal of savings      ___________________
5 Alimony paid                                                  ____________________  Name ____________________ ss _________________
6 Self employed health insurance                  ____________________



​INCOME TAX ORGANIZER P 2

Daniel Cullinane CPA

2500 Plaza 5 25th fl  Jersey City NJ 07311                                                          phone 732-516-1648  fax 732-516-9778

                 MBA TAXATION                                                                                                         

​​​SCHOLARSHIP 

1 Tuition amount              _______________              Nontaxable
2 Fees/ Books   amount   _______________              Nontaxable
3 Room & Board amount ________________            Taxable
4 Travel  amount               ________________            Taxable

If we have not previously prepared your tax return please provide a copy of your federal and state returns for 2014

SALE OF RESIDENCE   YES   NO
If yes need, original cost amount _________________ date acquired _________________________
capital improvements amount     __________________
Closing statement 

DID YOU CHANGE STATE RESIDENCE IN 2015  YES   NO

Previous address ____________________________________________
Date of move          ____________________________________________
Distance                  ____________________________________________

Cost of move          _____________________________________________

IF YOU WOULD LIKE YOUR TAX REFUND DEPOSITED DIRECTLY TO YOUR BANK  Circle checking or savings

account # ___________________ routing # ___________________


RENTAL & ROYALTY INCOME

​​Property type circle   Residential    Commercial
Location _______________________________________________________
If vacation home number of days rented _____________________________
Percentage of ownership if not 100%         ________________


INCOME STATEMENT

Income

1 Rental Income                             __________
2 Royalties Received                   ___________

Expenses

1 Advertising                                  ____________
2 Association Dues                       ____________
3 Auto miles driven                    ____________
4 Travel                                            ____________
5 Cleaning & Maintenace           ____________
6 Commissions                                ____________
7 Insurance                                       ____________
8 Legal                                                _____________
9 Legal & Professional Fees       ____________
10 License & Permits                  _____________                    
11 Licenses & Permits                _____________
12 Mortgage Interest                  _____________
13 Other Interest                          _____________
14 Repairs                                        _____________
15 Supplies                                      _____________
16 Property Taxes                       _____________
17 Utilities                                     _____________


Depreciation

Property        Date acquired                         Cost   Depreciation Method    Prior Depreciation

1_________________________________________________________________________________________________________________


2_________________________________________________________________________________________________________________


3 _______________________________________________________________________________________________________________



BUSINESS INCOME & EXPENSE


Principal business or profession   __________________________________________
Business name                                       ___________________________________________
Employer ID                                             ___________________________________________
Business Address                                  __________________________________________ 
Year business began                            ___________________________________________
Circle method of accounting   Cash   Accrual


INCOME STATEMENT

Income

1 Sales                                        ___________________________
2 Returns & Allowances          ___________________________

3 Other income                        ___________________________

Expense

1 Advertising                            ___________________________
2 Bad Debts                              ___________________________
3 Commissions / Fees             ____________________________
4 Payroll                                    __________________________
5 Payroll taxes                         ___________________________
6 Employee Benefits                ___________________________
7 Health Insurance                  __________________________
8 Other Interest                      __________________________
9 Legal and accounting fees  _________________________
10 Office Expense                    _________________________
11 Rent building                      __________________________
12 Rent other                          __________________________
13 Repairs & Maintenance   ___________________________
14 Supplies                             ____________________________
15 Travel                                 ___________________________
16 Meals & Entertainment  ____________________________
17 Utilities                              ____________________________
18 Miscellaneous                   ___________________________
19 Telephone                         ___________________________
20 Auto                                   __________________________


Daniel Cullinane CPA

25 Plaza 5 25th fl Jersey City NJ                                          phone 732-516-1648 fax 732-516-9778

MBA Taxation