Global Cashflow Worksheet PDF Version
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1 DRILLER CASE STUDY: PDF Version USE THIS WORKSHEET IF YOU USE THE SAM METHOD Linda Keith CPA Inc August 2015 Linda Keith CPA inc PO Box 1366 Olympia, WA
2 2 NOTE: If you are a business lender and have more than one guarantor for 1040 analysis, use the space below to bring the 1040 analysis from all guarantors in with the business analysis.
3 Schedule Analysis Worksheet 3 Partial comments from Excel Worksheet * From another worksheet Year: Year: Ln 7 Wages: Use current. Consider W-2 Line 5 or yearend paystub. Tax-exempt: Unless you subtract federal taxes, consider multiplying by 1.25 before you add any nontaxed income to cashflow. Ln 13 Capital Gains: Actual or Projected? Recurring or Nonrecurring? Check guidelines for numbers to use and documentation required. Enter zero if not using to qualify. Ln 17 Rents, Pships, etc: Ignore the gain or loss listed on Line 17. Enter cashflow from rentals, partnerships, s corporations, estates and trusts on the lines that follow. CAUTION: Use either K-1 Summary OR cashflow from pass-through entities NOT both. Ln 21 Other Income/NOL s: Actual: Enter income but do not include noncash NOL. Projecting: Enter zero if nonrecurring income or Net Operating Loss (NOL). Other Explain: The following lines are available to make entries specific to your tax return analysis guidelines. Check your guidelines! Comments: Explain calcualtions or numbers from other sources. List income you do not document and use because you do not need it to qualify. Wages 7 C-Corp Owner from W/S Interest Note Payments Rec d Tax-exempt Dividends 1120 Tax Return 8a/Sch B From Client 8b 9/Sch B State Tax 10 Alimony Received 11 Sch C Business from W/S 12/Sch C * Capital Gains (Loss) 13/Sch D Other Gains 14/Form 4797 IRA Distributions 15 Pension Distributions 16 Rents, Pships, etc Do not use 17 Rental C/F from W/S 17/Sch E, Pg 1 * K-1 Summary 17/Sch E, Pg 2 * Partnership C/F from W/S 17/Sch E, Pg 2 * S Corp C/F from W/S 17/Sch E, Pg 2 * Estates/ Trusts 17/Sch E, Pg 2 Sch F Farm from W/S 18/Sch F * Unemployment Comp 19 Social Security 20 Other Income/NOL s 21 Other Explain: ie: 1/2 SE Tax ie: minus Fed/State Tax ie: minus Family Living ie: minus personal debt Annual Cashflow Monthly Cashflow COMMENTS: * Linda Keith, CPA, Inc. January 2015
4 4 Schedule C Worksheet Partial comments from Excel Worksheet Schedule Analysis Method: Enter Net Profit AGI Method: Do not enter net profit. It is already in AGI. Interest Expense: Add back to eliminate it. Then subtract loan payments below or enter them on the debt list for debt-coverage ratio. Term Debt: This information is not on the 1040 tax return. You must get the monthly debt payments from the borrower s application, credit report or other records. Be careful that you do not count a payment against the business here and also count it on their personal debt list. One place or the other, not both Schedule C Cashflow Worksheet Business Name and Type >>> Year >>> 2014 Net Profit (NOT AGI METHOD!!!) Line 31 Add back noncash depreciation Line 13 Add back interest expense* Line 16 Subtract term debt payments** Borrower Subtract line of credit payments** Borrower Subtract proposed payments Borrower Subtract nondeducted meals Line 24b Add noncash home office Line 30 +/- Additional adjustments Total AGI Adjustments of S/A Cashflow LOC (Line of Credit): Line of Credit (LOC) interest-only payments are simply rent on a short-term use of credit. 1) Three common methods a) Subtract annual interest-only payments. b) Subtract the annual interest payments that would occur if they borrow the entire available line and keep it out all year. c) Some financial institutions substitute assumed term debt payments for LOC interest only payments, especially if the LOC is not seasoned. Term outs over three to five years are common. * Some secondary-market mortgage lenders do not add back interest or subtract business debt. ** Subtract annual debt payments for net cashflows to owner. Omit debt if calculating cashflow available to pay debt. CAUTION: Need Owner s Draws to calculate debt coverage. COMMENTS: PLEASE NOTE: If you are using the AGI method be sure you do not enter the Net Profit from the business on Line 31 above. That amount is already in AGI. You will be calculating the adjustment to the figure already included in AGI.
5 Rentals Worksheet 5 Rentals Summary Sheet *Payment Adjustment: May not be required. Common: -PITI + Int + Tax + Ins Common: -PI + Int **Formula automatically calculates: Rents X 12 X % Factor Subtract PITI X 12 Rental Address Year: Borrower Name: TAX RETURN METHOD FORMULA METHOD OR OR OR Total Still Owned: Y/N % Own + Line 3 & 4 Income - Line 20: Expenses including Depreciation (Enter as-) Line +/- Payment Adjustment* +/- Other (Depreciation, Nonrecurring, amortization, etc... explain in comment column) = Actual Net Cash flow from/ (to) entity Monthly Scheduled Rents Vacancy/Costs % Factor Monthly PITI Payments Calculated Net cash flow from/(to) entity** *Payment Adjustment Calculation **Formula Method Calculation Subtract Annual Payments Add back Interest (Line 12) If PITI Payment: Add back Taxes (Line 16) Add back Insurance (Line 9) Payment Adjustment Monthly Rent X 75% X 12 Subtract Monthly Payment X 12 Calculated Net Cash Flow Linda Keith, CPA, Inc. January 2015
6 6 Question Sheet Prepared By >> Spoke with & date: Linda Keith, CPA, Inc. January 2015
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