Read Microsoft Word - newest tax organizer 2012 text version

Donnie Castleman, EA, CAA, RTRP Tax Professional Enrolled Agent Certifying Acceptance Agent Authorized E-file Provider Registered Tax Return Preparer NTPI IRS Representation Level 1 Tax Professional since 1994

Entertainment Industry Tax Organizer

Website: www.MusicianTax.com Email: [email protected] Office/Fax (702) 697-0060 Address: 482 Lynnhaven St., Henderson NV 89015

Name(s):__________________________________ Contact Phone #:_______________________________ Email Address:________________________ Filing/Marital Status:_________________________________ Mailing Address:__________________City, State, Zip:___________________State Residence____________

INCOME

Music Income Reported on 1099's Music Income W-2 Box (#1) Federal Tax Withheld W-2 (#1) $ $ $ Music Income not Reported on W-2's or 1099's Music Income W-2 (#2) Federal Tax Withheld W-2 (#2) $ $ $ Royalties Music Income W-2 (#3) Federal Tax Withheld W-2 (#3) $ $ $

ESTIMATED TAX PAYMENTS (if the 15th falls on a weekend, the due date is generally the following Monday)

On or before April 15

Total $__________

$

On or before June 15

$

On or before September 15

$

On or before January 15 of the next year

$

PER DIEM (Receipt of Per Diem does not count as income, but offsets per diem deductions on Schedule C or Form 2106 Employee Business Expenses)

Received from W2 Jobs $ Received from 1099 Jobs $

ADVERTISING

Publication Ads Film Business Cards $ $ $ Kinko's, Copying, Etc. Pictures/Film Developing Fed Ex, UPS, USPS $ $ $

Total $__________

Demo Costs Signs, Flyers Website/Domain Name Reg. $ $ $

VEHICLE EXPENSES

Total Miles Driven Parking Fees $ Commuting Miles* Tolls $ Business Miles** Valet $

*Miles to your regular employment, be it a bus lot or venue. **Temporary worksites, business related mileage and out of town mileage.

COMMISSIONS AND FEES

Agency Commissions* $ Warehouse Memberships $

Total $__________

Management Fees* $

*Generally, anyone that worked for you that made $600 or more MUST now be issued a 1099 in order for the amounts to be written off.

SUB-CONTRACT LABOR

Subs* Producer/Audio Engineers* $ $ Band Members* Roadies/Techs* $ $

Total $__________

Drivers/Hired Help* Cartage $ $

*Generally, anyone that worked for you that made $600 or more MUST now be issued a 1099 in order for the amounts to be written off.

INSTRUMENTS, COMPUTERS, EQUIPMENT

Instruments Office Equipment Ear Monitors Live Sound Equipment Higher End Microphones Drums & Percussion XM/Sirius Receiver Drum Machine $ $ $ $ $ $ $ $ Amplifiers / Cabinets Stereo/HiFi Equipment Road & Instrument Cases Studio Equipment & Monitors PA Speaker Cabinets/Monitors Keyboards Cymbals Portable DVD Player $ $ $ $ $ $ $ $

Total $__________

Computers & related Equipment* Palm Pilot/Electronic Organizer Line 6 / Rack Processing Gear Major Computer Software MiniDisc/DAT Recorders Camera for Business Use Drum Cases IPod/MP3 Player $ $ $ $ $ $ $ $

*computer deductible amount based on % of business usage

INSURANCE

Insurance On Gear $ Self-Employed Health Ins $ Business Property Ins., Other

TAXES AND LICENSES

Union Dues Copyright Fees $ $ Business Licenses $ $

Total $__________

ASCAP/BMI Licensing Fees $ $

LEGAL AND PROFESSIONAL

Prior Year Tax Preparation Business Bank Account Fees Dry Cleaning Private Lessons $ $ $ $ Recording Services Hair/Make-Up* Passport Fees Professional Website Design $ $ $ $

Total $__________

Bank Fees when Traveling Manicures for Classical Guitarists Legal Fees Gym Fees** $ $ $ $

*Professional-grade stage makeup only, general makeup such as Cover-girl and Avon too personal to deduct.

** Reserved for employer-mandated stage appearance, on-stage and on-film performers required to keep a certain weight and appearance, and dancers Entertainment Industry Tax Organizer, © 1999-2013 by Donnie Castleman. For free distribution among entertainment industry personnel. Use of this form by other tax preparation companies without express permission prohibited by federal copyright law.

OFFICE EXPENSE

Pens/Pencils/Sharpies Calendar Memo Pads / Notebooks Minor Office Equipment $ $ $ $ Fax/Computer Paper Ledger Paper Envelopes Packing Materials $ $ $ $

Total $__________

Ink Cartridges Blank/Typewriter Paper Staplers/Scissors etc. Tape $ $ $ $

RENTAL

Office/Studio Space Tuxedos/Formalwear NAMM Booth Rental P.O. Box Rental $ $ $ $ Equipment Trucks Rehearsal Hall Music Video/DVD Rentals Equipment/Backline Rental $ $ $ $

Total $__________

Car Rentals Studio Time Storage Locker/Space Instrument Rental $ $ $ $

REPAIRS

Instrument Repairs Computer Repairs $ $ Gear Repairs Electronic Repairs $ $

Total $__________

Office Equipment Repairs $ $

TRAVEL

Hotel Bus/Monorail $ $ $ Flights Subway $ $ $ Taxi (with tips) Train

Total $__________

$ $ $

MEALS AND ENTERTAINMENT

Tips Per Diem Received from W-2 Jobs $ $ In-Town Business Meals Per Diem Received from 1099, & Cash Jobs $ $

Total $__________

Entertainment Total Days on the Road for Year $ days

BUSINESS USE OF HOME

Square Footage of Home Used For Storage of Inventory or Equipment

Sq ft

Square Footage of Home Used Exclusively For Business Or Office Date Home Was First Used For Business Month/Year Real Estate Taxes Paid Electric, Water, Sewer, Gas Etc / $ $

Total Square Footage of Home

Sq ft Sq ft

Price Paid For Home Minus Cost Of Land Mortgage Interest Paid Homeowner's Insurance

$ $ $

Rent Paid if Renting Repairs Renovations

$ $ $

PHONE/INTERNET/WIRELESS UTILITIES

Business Phone Line Calling Cards Cell Phone Charges* Calls to Home for Messages Extras On Basic Phone Service* Fax Charges $ $ $ $ $ $ Fax Line Toll Free 800 lines Pager Service* Caller ID Cable* Sirius/XM Radio Subscription* $ $ $ $ $ $

Total $__________

Business Long Distance Calls Internet* Hotel Long Distance Touchtone* DCS/Satellite* $ $ $ $ $ $

*50-80% of these expenses are normally allowed by the IRS, Also, your basic home phone service is not deductible, but extras are at the applied percentage rate

SUPPLIES

General:

Address Book/Day Runner Blank CDR's/DVD's Blank Diskettes Business Books CD/Cassettes/LP's Small Stage Props Fake Books & Sheet Music Headphones Luggage Music/Instructional books/videos Magazine Subscriptions Parts Reading Light Small Cases Tools Tuners I-Tunes/Music Downloads $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Batteries Blank Videocassettes Briefcase Carrying Bags Computer Software (minor) Duct Tape/Stage Tape Film Instructional tapes/videos Light bulbs for stand/gear Music Folders Metronome Polish/Polish Cloths Repair Parts STAGE Clothes/Formalwear* Tour Bus Supplies Wheels and Cartage Equipment $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

Total $__________ Subtotal $__________

Blank Cassettes Blank DAT's/Recording Media Business Gifts Max. $25 Each Cords/Cables/Connectors/AC Computer Parts (small) Electric Fans Footrest Instrument Case Dehumidifiers MIDI Cables Music Stand Maps Performance Chair/Stand STAGE Makeup Strings Travel Alarm Clock Staff Paper/Writing Paper $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

*For clothing/costuming to be deductible, it must be required formalwear, uniform, or be so outrageous/fragile that you would NEVER wear it in public, regardless of taste. Entertainment Industry Tax Organizer, © 1999-2013 by Donnie Castleman. For free distribution among entertainment industry personnel. Use of this form by other tax preparation companies without express permission prohibited by federal copyright law.

Symphony:

Batons Instrument Polish Reeds Strings $ $ $ $ $ $ $ $ $ $ Bow Hair Mouthpieces Rosin Slide/Valve Oil $ $ $ $ $ $ $ $ $ $ Instrument Pads Polishing Cloths Stand Light Neck Straps

Subtotal $__________

$ $ $ $ $

Percussion:

Drum Heads Drum Keys Headphones / Ear Buds Cymbal Polish Stands Sticks Cymbal Wing Nuts Metronomes Drum Polish

Subtotal $__________

Mallets Replacement Hardware Drum Pedals Small Percussion $ $ $ $ $

Guitars:

Amp Stands Knobs Picks Hardware Capos Guitar Parts String Winders Rack Bags $ $ $ $ $ $ $ $ $ Guitar Straps Pickups Speaker Cables Stomp Boxes & Pedals ¼" Jacks Strings Batteries Polish and Polish Cloths $ $ $ $ $ $ $ $ $ Guitar Stands Volume/Tone Pots Raw Speakers Tubes ¼" Cables String Cutters/Tools Gig Bags Tuners

Subtotal $__________

$ $ $ $ $ $ $ $ $

Keyboards, Piano:

Piano Tuning Tools Sound Cards Piano Bench/Stool Piano / Keyboard Parts $ $ $ $ MIDI Cables Software Tip jar ¼" Cables $ $ $ $

Subtotal $__________

Stands Volume/Sustain Pedals Piano Polish $ $ $ $

Impersonators, Singers, Dancers

Microphone Costumes*** Stage Props $ $ $ Microphone Stand Wigs Entertainer's Secret $ $ $ Stage Makeup Shoes

Subtotal $__________

$ $ $

Audio / Lighting Techs / Stagehands

Ohm Meter Headphones Cleaning Q-Tips, Cotton Balls Mic Stands Flashlight Blank Recording Media Cheap Microphones Floodlights Direct Boxes Mic Shock Mounts Razor Blades Speaker Cables Snake Tape Machine Cleaning Supplies $ $ $ $ $ $ $ $ $ $ $ $ $ $ SPL Meter Cable Ties Mic Cables Leatherman/Gerber Cable Tester Light Gels CD's Pyro Lights Windscreens Sharpies Speakon/Neutrik Connectors Raw Cable/Connectors Steel Toe Boots/Shoes $ $ $ $ $ $ $ $ $ $ $ $ $ $

Subtotal $__________

Cleaning Fluids and Materials CD/Tape Deck ¼" Cables Tools/Wrenches Solder Gun, Solder, Accessories Extension Cords Batteries Fog Juice Road Case Stencil Notebooks/Notepads Sound Reference Materials Eye/Ear Protection Pocket Knife Carabiners $ $ $ $ $ $ $ $ $ $ $ $ $ $

Notes

_________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________ _________________________________________________________________________________________________

Additional Information & Downloads can be found at www.MusicianTax.com

Entertainment Industry Tax Organizer, © 1999-2013 by Donnie Castleman. For free distribution among entertainment industry personnel. Use of this form by other tax preparation companies without express permission prohibited by federal copyright law.

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