Client Resources

Receipt Folder Download

Instructions

1. Click the folder download above and download the folders (use a computer not a phone).
2. Unzip the folder. (Learn how to unzip files here)
3. You can save the folder either to your desktop or upload it to drop box or a google drive.
4. Save every digital receipt you get in the folder of the month the charge was made.

Home office deduction worksheet

Instructions

1. Click the link below
2. Click “Make a Copy”
3. Sign in to your google account to open the sheet
4. Use the sheet in google docs or download it to an excel workbook
5. Keep an eye to make sure no formulas break
6. Keep receipts of all sources! You can download the Office Receipt Folder and follow the download receipt instructions above.

Please consult your tax advisor to guide you in using this sheet!