1. Book 2 appointments Daily: 2. Sell (2+2+2): 3. Coach: 4. Interview: 5. Help Team Member: 6. Everything else (9pm 9am): What is it?
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1 Class 6: Time & Money Management Time Management Success is hidden in your daily routine John Maxwell 6 Most Important Things to Do List (Sample in your MK datebook) 1. Book 2 appointments Daily: 2. Sell (2+2+2): 3. Coach: 4. Interview: 5. Help Team Member: 6. Everything else (9pm 9am): Weekly Plan Sheet (Sample on Page # 39) What is it? Where does it live? What does each color represent? Blue: Yellow: Green: Pink: Orange: Red: Weekly Accomplishment Sheet (WAS) (Sample on page #40) The PERKS of completing your WAS It calculates #1: Your weekly Simply enter your appointments, Easiest way for your director to and #2: Your Pay Per, hostess give-aways, taxes, etc. you. It makes us LOVE you more Keeps your simpler by tracking your and Where can you fill one out? Business Tools Menu Money Management Profit Level (def.): Embezzling (def.): 36 of 41
2 2 Examples of Money Management: 37 of 41
3 Money Management Supplies 2 accounts for your money: 1. and 2. This is a and your sales go from your to the Only use your The W.A.S. divides all your for your first order! and calculate your Taxes Your only needs accurate, that s it!! Tax Supplies: 1 sheet of tax Your Mary Kay Sales Tickets has 4 copies and they each serve an important purpose. Copy #1: Copy #2: 2 Tax Binders: Copy #3: (#1): Copy #4: (#2): Need more info? Visit the Tax Section under Resources at Suggested Supplies to Organize your Mary Kay Business: (1) (2) (1) #1: (1 set) #2: 38 of 41
4 1. Gross Receipts or Sales Sales tickets from sales of Mary Kay product and bank deposit slips 11. Legal/Professional Services Payments to accountants, lawyers and other professionals for services related to your Mary Kay business 21. Wages Hourly wages or salary paid for office assistance 2. Returns and Allowances Receipts of product returned to you for refund or exchange 12. Office Expenses Business-related office supplies and postage stamps 22. Other Expenses/Bank Service Charges Service charges on business bank and credit card accounts, money order fees, credit card processing fees 3. Cost of Goods Sold Receipts to support purchase of product (i.e. packing slip), shipping/handling paid to the Company, record of personal use and product given as hostess gifts 13. Rent on Vehicles, Machinery and Equipment Business portion of auto lease expenses plus any leased office equipment 23. Other Expenses - Freight Charges for shipping product to customers, team members, etc. 4. Other Income Monthly commission statements, Income Advisory Statement & Form 1099-MISC for commissions, prizes and awards earned from the Company and fair market value of prizes received from others. 14. Rent on Other Business Property Rent or lease on office, if separate from home 24. Other Expenses Gifts-with-Purchase Cost of most Preferred Customer Program premiums 5. Advertising Company-produced sales literature, business cards, newspaper ads, Mary Kay Personal Web Site program, names submitted for Preferred Customer Program, etc. 15. Repairs/Maintenance Cost of repairing equipment used in your Mary Kay business 25. Other Expenses Hostess Gifts Other than Mary Kay Products Cost of Section 2 items given as hostess gifts (limited to $25 or less) 6. Car and Truck Expenses Mileage log, business portion of gas receipts, repairs, maintenance, insurance, tires, oil, interest on car loan, parking fees, tolls and auto property tax 16. Supplies Cost of sales aids, Section 2 items, and other supplies used during sales appointments (i.e. cotton balls), Starter Kit, etc. 26. Other Expenses Bad Debt Returned customer checks or refused credit card payments you are completely unable to collect 7. Commissions and Fees Dovetail commissions and amount of prizes awarded to others 17. Taxes and Licenses Business & occupation taxes, gross receipt taxes, local business licenses and non-recovered sales tax 27. Other Expenses Any other expense category not already listed elsewhere 8. Depreciation Depreciation on automobile, equipment and portion of home used in your Mary Kay business 18. Travel Datebook or daily planner for documentation, business travel expenses such as transportation, lodging, tips, convention fees, etc. 28. Expenses for Business Use of Home Maintenance, repairs, utilities, taxes, mortgage interest, etc. 9. Insurance Mary Kay product protection insurance and general liability. Does not include homeowner s insurance, life, auto or health insurance 10. Other Interest Interest on business loans and business credit cards 19. Meals and Entertainment Datebook or daily planner for documentation, meals from business travel and meals and entertainment directly related to your Mary Kay business 20. Utilities Long distance business calls, business portion of additional phone features such as call waiting, cost of a second phone, if dedicated solely for business use Documentation for Tax Year 39 of 41
5 40 of 41
6 41 of 41
11. Legal/Professional Services Payments to accountants, lawyers and other professionals for services related to your Mary Kay business
TAX TRAINING Every year Mary Kay posts the latest up to date forms on intouch. You can find them by going to www.marykayintouch.com and click on resources and then click on Tax Essentials 2012. 1. Have
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Contact me, your Independent Beauty Consultant. Phone: 2010 * Created by Gretchen Runkle, Sales Director
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Individual Income Tax Organizer 2016
MICHAEL R. ANLIKER, CPA, P.C. 5348 Twin Hickory Rd. Glen Allen, VA 23059 TELEPHONE: (804) 237-6044 FAX: (804) 237-6064 www.anlikerfinancial.com Individual Income Tax Organizer 2016 This Tax Organizer is