Tax Deduction Tracker

Purpose: This form helps individuals and businesses track deductible business expenses throughout the year in order to simplify tax documentation and ensure accurate filings.

Basic Information

Business Name: {businessName}

Tax Year: {taxYear}

Prepared By: {preparedBy}

Summary of Deductible Expenses

Monthly Totals

Expense Categories

This tracker includes the following common deductible categories:

{#categories}

• {name}: {description}

{/categories}

Additional Notes

{#hasNotes}

Notes: {notes}

{/hasNotes}

{^hasNotes}

No additional notes provided.

{/hasNotes}

Attachments

{#attachments}

• {fileName} - {fileDescription}

{/attachments}