Mary Q. Translator Sample Income & Expenses 2009
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1 Mary Q. Translator Sample Income & Expenses 2009 ATA Webinar 2010 Tax Tips for Translators John Matthews Income Cash Accounting Method; Material Participation in the Business 1099-MISC $85,000 Kansas City Translation Agency (checks in the mail throughout the year) Receipts $500 Translation Agency A (check in the mail) Total $95,125 $500 Translation Agency B (direct deposit) $6,320 Madrid Translation Agency ( 5,000) (Spanish bank account deposit) $680 Mexican Translation Agency (P8,800) (Mexican bank account deposit) $1,000 Argentinean Translation Agency (PayPal payment) $1,000 Colombian Translation Agency (PayPal Payment) $125 Tips ( 100 cash) Expenses Home Office Deduction (115 sq.ft / 1,300 sq.ft.; 100% business use = 8.85%) Car (2008 Toyota Corolla) Business Property Rent $10,200 ($850 / month) Renter's Insurance $360 Utilities $2,460 Electricity $100/month; Gas $70/month; Water: $35/month x 12 months) Repairs & Maintenance $300 Painting the room Cleaning Costs $1,250 $50 biweekly x 25 weeks Computer $1,500 Printer/Copier/Fax $150 Trados $1,200 MS Office $450 Business Cell Phone $150 Ergonomic Chair $475 2nd Desk $300 Bought the car on 01/05/2008 Uses it all year for business (12 months) 10,000 Total miles driven annually: 10, Business miles (15 miles round-trip x 45 weeks) $150 Car-loan annual interest ($250 monthly payment) $400 Annual personal property taxes She owns it; claims standard mileage in the first year & thereafter; claims the Personal Property Tax as a deduction; the car was available for personal use during off-duty hours, used primarily by a person who s a more-than-5% owner; has evidence that is written to support the deduction. Each of these business assets is new. She uses this property exclusively at her regular place of business; it qualifies for a Section 179 deduction (this means she can deduct the entire amount this year); she takes the full amount for the Section 179 deduction. The basis of the property is the full amount she paid for the property including the purchase price, taxes, shipping & handling, etc. This is a used piece of furniture. She converted it from personal use to business use in the current year. It is not listed property; it was new when she acquired it; she does not want to elect out of bonus depreciation. Part of it will be deductible this year & the rest will be deductible in the coming years. -1-
2 Business Expenses Other Business Expenses Advertising $584 Contract Labor $0 (Website Hosting: $12/month; Website Development: $400; Business Cards: $40) Insurance $350 (Errors & Omissions Professional Insurance) Mortgage Interest $0 (This is only for a building she has bought for business use. If she owns her home, she deducts mortgage interest as usual on Schedule A, not here) Other Interest $85 (Business MasterCard credit card interest charged) Legal & Professional Services $0 Office Expenses $0 Equipment Rental $0 Repairs & Maintenance $100 (Computer Repair) Supplies $450 Printer Ink: $100; Paper: $50; Writing Instruments: $50; Light Bulbs: $20; Storage: $100; Storage: $100; Mouse: $30) Taxes & Licenses $100 (KCMO Business License) Travel $5,650 (Prof.Dev. Instituto Allende $3500; ATA Annual Conference: $1,250; MITA Workshop: $400, AAIT Workshop: $500) Utilities $0 These were deducted in the Home Office. Meals $100 (50% is deductible but she enters the $100) Subject to regular limits. Internet Service $408 85%) Dictionaries & Books $500 Business Cell Phone Minutes $600 ($50/month) ATA Membership Dues $145 MICATA Membership Dues $15 CoC Membership Dues $100 Chamber of Commerce Professional Education $375 (MICATA Symposium: $75; Webinars: $100; Community College Writing Course: $200) Bank Charges $55 ($50/year for card; $5 Euro conversion fee) Gifts $100 Gift of $25 x 4 persons at KC Translation Agency Subscriptions $100 Self-Employed Health Insurance Premiums Blue Cross $3,600 ($300/month) SEP Retirement Contribution $3,000 (She has one plan; it is not a SARSEP; her contribution rate is 25%) Roth IRA Contribution $5,000 Estimated Tax Payments 2008 Final Payment to State $250 January 2009 (if it might be deductible in 2009 on Schedule A) 2009 Estimated Payments to State(s) $1,000 April, June, September (2008) & January (2009), 15 th of the month KCMO Profits Tax $700 (if it might be deductible in 2009 on Schedule A) 2008 Refund Applied $100 IRS refund from 2008 she applied to 2009 taxes 2009 Estimated Payments to IRS $21,500 April, June, September (2008) & January (2009), 15 th of the month -2-
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