Here are some useful worksheets, spreadsheets, and checklists

to help track and make sure you don't miss any deductions.


Client Deductions Checklist - A general checklist of the most common (and commonly forgotten items) for both individuals and businesses


Extension Information Checklist - The bare minimum information that I need to file an extension




Real Estate Agents                Beauty Care Professionals                      Self-Employed Persons


Direct Sellers                      Educators                       Clergy                        Construction Trades


Automobile Salespeople             Entertainers       Medical Professionals      Business Professionals


Vehicle and Travel Expenses Deduction Worksheet - This worksheet is already included in ALL the other worksheets above, but here's one if you need a stand-alone version or extra copy.


Rental Property Deduction Worksheet - A worksheet to help summarize the information needed for a rental property.  Use a separate worksheet for each separate building (whether single family or multiple units).  If a separate address, use a separate worksheet.




Law Enforcement


Deduction Worksheet for Many Professions

Checklists, Spreadsheets & Worksheets

Excel Spreadsheets

Randall S. van Reken, EA, CFP, ATP

Tax Man LLC

I have developed two custom spreadsheets for real estate agents

and rental property.  Both require Excel 2003 or higher and must be downloaded to your computer before you can open them. 


Real Estate Agent Spreadsheet - Each tab can record expenses for a different year.  Record expenses monthly as your reconcile your check book and credit card statements and the spreadsheet will automatically total and summarize.  This can also be used for virtually any profession simply by changing the labels in the first column to fit your needs.
















Rental Property Spreadsheet - Each tab can handle each separate address (each address has it's own section on a tax return).  Record expenses monthly as your reconcile your check book and credit card statements and the spreadsheet will automatically total and summarize.