Partners for Success
Job Specific Tax Issues

The purpose of this worksheet is to help you organize your tax deductible occupational expenses. In order for an expense to be deductible, it must be considered an “ordinary and necessary” expense. You may include other applicable expenses. Do not include expenses for which you have been reimbursed, expect to be reimbursed or are reimbursable.

Use this sheet for occupation specific inormation.

OCCUPATION ______________________________

Client: ________________________________________                           Tax Year: _________

The following information, specific to my occupation, may be necessary for completion of my tax return: