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Tis The Season…..Aaargh!! It’s almost Tax Time!

By
Real Estate Agent with Keller Williams Realty

Tax Time

 

Sorry to burst your holiday bubble, but if you have not already done so, you might want to consider getting a jump on putting your tax receipts together.

I for one, hate waiting til the last minute -April 15 (or any date close to it) to start putting my info together.  I prefer to have everything said and done no later than February end.  This way, God Forbid, if any unexpected surprises, law changes, errors or omissions, blah-blah-blah should arise, I will have enough time to possibly correct, adjust and resubmit before deadline.

As a Real Estate Professional, Independent Consultant - have you been keeping up with all of your allowable expenses for this past year ?  If not, this is the perfect time to make your resolution to keep better records of your expenditures starting January 1, 2008.  Can you believe it...that's just 5 days away, next Tuesday!

Tax Inefficient

Here are just a few typical business expenses related to Real Estate Professionals:

Auto Travel - Deductible business mileage is travel to and from:

  • Client meetings
  • Escrow
  • Lenders
  • Showings
  • Caravans
  • Continuing Education Classes
  • Business Trips

Business Mileage rates for 2007 are 48.5 cents per mile.  This rate has been increased for 2008 to 50.5 cents per mile.

Try to remember to keep receipts for all car operating expenses:

Parking meters, tolls, gas, oil, repairs, insurance, car loan interest, vehicle registration.

 

Professional Fees & Dues - Paid to organizations related to your Real Estate profession are deductible.

Document and keep track of fees paid to:

  1. Associations
  2. Chamber of Commerce
  3. Board of Realtors
  4. City/State Business License

 

Business Supplies:  Following are examples of ordinary and necessary business supplies that are generally tax deductible.

Briefcase
Stationary
Computer software and supplies
Fax supplies
Film and processing
Lock boxes, keys and locksmith
Map books
Photocopy expense
Postage, shipping and freight
Greeting Cards

Please consult with your Tax Advisor for a complete list of allowable deductions.  If you are like me, don't have a Tax Advisor, (Hubby and I do our own taxes - We are IRS Authorized E-File Providers), go directly to the source..."The IRS" for more info.

IRS Logo

With all of the expenses involved in running your own business, especially in the world of Real Estate, don't miss out on all of the legal deductions allowed by our government.

Here is another link to an article posted a few years back, "10 Easy Tax Deductions, Tax Records you can't do without".  Has great info to get you started on your goal to keeping track of your allowances for the year ahead.

Of course, the internet is a gold mine of information for you to sort through, but if you don't have the time or patience here is just one more handy dandy link which will be sure to guide you to finding your tax deductions.

 Tax Receipts

Keeping better records is a learned and practiced behavior.  It will be difficult at first, but if you are like me, every year will be a little better than the last if you stick with it.  Just consider it one of your New Year's resolutions and commit to it.  It will make your life so much easier come this time next year!

 Good Luck and I Wish Everyone A Healthy and Prosperous New Year!

 

"May Peace Be Within Your Walls and Prosperity Surround Your Properties"

Psalm 122:7

Tina Little-Coltrane, Realtor/Broker

CDI Realty, Alamance County NC

Sally K. & David L. Hanson
EXP Realty 414-525-0563 - Brookfield, WI
WI Real Estate Agents - Luxury - Divorce
  Just spoke with a new accountant since the last one goofed on our return...."We don't accept any new clients from January thru April'....now there's a really good marketing philosophy.....imagine where any of us would be using such a ridiculous way of doing business...it's easier of course keeping track of them all year and not doing shoeboxes in April...good luck all !
Dec 27, 2007 06:25 AM
Rob Proctor
At Home Real Estate Company - Loveland, CO
GRI ePro

Great tips!  When I have an expense, I enter it into Quicken at the time the expense occurs and file the receipt. Then at the end of the year all I have to do is print it out and give it to my CPA. It makes tax prep a piece of cake.

Rob Proctor   www.at-home-realtors.com

Dec 27, 2007 06:31 AM
Karl Burger
ERA Beach Ball Realty - Pensacola, FL
Pensacola Real Estate News
Thanks. I was actually organizing my 2007 expenses last night. Got mostly finished. I feel much better now. Thanks also for the good links.
Dec 27, 2007 07:00 AM
Dee Neal
Palmer House Properties - Alpharetta, GA
Atlanta Area Real Estate
thank you thank you thank you....im gathering things up now. my son threw away a whole container of receipts, i could've died. thank god, i live in a cashless world,lol my bank statements are saving my life!
Dec 27, 2007 07:32 AM
Josette Skilling
Keller Williams Capital Properties - Bethesda, MD
I'm a little behind on my spreadsheet that keeps track of all of this but I took a quick look today...  Next week it's on my list to clean up!
Dec 27, 2007 07:45 AM
Wayne B. Pruner
Oregon First - Tigard, OR
Tigard Oregon Homes for Sale, Realtor, GRI
Arrah! Tax time! Thanks for the list.
Dec 27, 2007 09:55 AM
Frances C. Rokicki
Fran Rokicki Realty, LLC - Bolton, CT
Broker-Mentor,CRS

You can deduct one pair of boots each year:)  I think that has to be the funniest allowable deduction:)  I am fortunate to have a business tracking website with Brian Buffini.  Every month you input your expenses and it rolls into one complete report on December 31st.  My accountant loves it, too! It holds previous years, in my case, six years.  That is how long I have been a Clubnet Member with Buffini and Company.  I have been a Realtor for twenty-two years:)

It's a Good Life!

Fran

Dec 27, 2007 10:31 AM
Pat Laracy Baker
Realty Executives Boston West - Holliston, MA
Pat Baker Dream Home Maker
Thank you Tina. It is better to get a jump start.  I have to my other business and personal so I  might as well get it together.  Best to you in 2008.
Dec 27, 2007 10:34 AM
Clark Hitchcock
Re/Max Nyda Realty Inc - Chilliwack, BC
Realtor - Fraser Valley

This is the first year I am ready. Inputed every other day all the bills every deal took at percentage off and sent it to the tax man every quarter. just have to get my donation receipts then do up the tax. What a relief.

Dec 27, 2007 10:49 AM
Alexander Harb
Knights Investing - Mesquite, TX
Dallas, Texas Real Estate Investing

My receipts are all in a bunch... no problem...also my excel worksheet is ready....
I tally everything together...plug in the numbers and I am done...

no problem.......

Dec 27, 2007 11:58 AM
Jackie - computer-training-atlanta.com
770.498.7333 - Atlanta, GA
Learn to leverage technology to get more done.

Great post, Tina!

Another easy way to keep track of your receipts.  Look at last year's tax returns.  Create a file for each deduction or credit on your tax return.  During the year, as you come across a receipt, add it to the file. 
Hanging file pockets (shown here from Office Depot) are great for these.  This is a quick, painless way to get rid of the hunt for the receipts that takes place this time each year. 

 

Dec 27, 2007 01:09 PM
Joeann Fossland
Advantage Solutions Group - Tucson, AZ
Master Certified Coach to Motivated Agents
What a wonderfully detailed post! I spent a couple of hours this morning on categorizing and filing deductions and I am planning to buy a printer tomorrow!!! Thanks for the support
Dec 27, 2007 01:41 PM
Renée Donohue~Home Photography
Savvy Home Pix - Allegan, MI
Western Michigan Real Estate Photographer
Thanks for the reminder.  We have something in common, we both do our own taxes!  The console in my car is chock full of receipts and is reminding me daily what is around the corner!!  UGH!!
Dec 27, 2007 03:29 PM
Jim & Maria Hart
Brand Name Real Estate - Charleston, SC
Charleston, SC Real Estate

Great post, Tina!  We have kept track of all of our receipts, but getting them in the computer and recorded is a different story.  That's something I will be doing very soon. 

Have a great New Year!

Dec 28, 2007 02:05 AM
Emily Lowe
RE/MAX Homes and Estates, Lipman Group - Nashville, TN
Nashville TN Realtor
Tax Deductions make ALL the difference!!!  Thanks for the post!
Dec 28, 2007 02:37 AM
Joe Cline
Affinity Properties, Inc - Austin, TX

UGH.. There should be a law against posting about TAXES. :)Just trying to avoid the thoughts as long as possible!  Great post. I'll come back to it in a few weeks.

Dec 28, 2007 08:58 AM
"Tommy" Decebal
HomeSpector Inc. 516-851-5833 - Farmingdale, NY
Adamescu Long Island NY MASTER Home Inspector

Wishing You HAPPY HOLIDAYS and Best Wishes for A GREAT YEAR 2008.

Tommy   New York Certified Home Inspector Long Island NY Nassau/Suffolk/Queens Home Inspections

Dec 28, 2007 02:42 PM
Tina Little-Coltrane
Keller Williams Realty - Mebane, NC
NC Realtor/Broker and Notary Public

Thanks everyone for all of your comments. I really appreciate all of your responses!

Enjoy Your Blessings and Happy 2008!

Tina Little-Coltrane, Realtor

Mebane, NC

Dec 29, 2007 06:06 AM
Iriana Shiyan
Artazum, LLC - Bellevue, WA
Atazum Seattle Real Estate Photography

I pay almost $200 of office fees every month. Can I deduct it in taxes?

 

Thank you for your help.

Feb 04, 2008 02:38 PM
Tina Little-Coltrane
Keller Williams Realty - Mebane, NC
NC Realtor/Broker and Notary Public

Hi Irina,

The best person to advise you on those fees would be a CPA-Certified Public Accountant &/or a Tax Adviser.  If you do not have either, I recommend you ask your Broker-In-Charge/Manager about which fees may be allowable expenses that you can deduct.  He/She should be able to give you some general basic direction as to which fees are considered, business/professional expenses.  You also have the option of checking directly with the IRS.

Hope this helps.  Happy Tax Prep Time!  Tina

Feb 05, 2008 02:15 PM