Home Office Expense Tax Organizer

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Use this organizer to help you gather and report the expenses related to your home office for your tax return. Completing this information will ensure we can maximize your allowable deduction while keeping your records compliant with IRS guidelines.
Eligibility Checklist
To qualify for the home office deduction, your workspace must:
• Be used exclusively and regularly for business.
• Be your principal place of business, or a place where you meet clients, customers, or patients in the normal course of business.

✅ Check all that apply:(Required)

Used exclusively for business

Regular and ongoing business use

Principal place of business

Client meetings held here

Home Office Information

Total square footage of home (sq. ft.)(Required)

Square footage of office (sq. ft.)(Required)

% of home used for business (office ÷ total)(Required)

Direct Expenses (100% Business-Use Only)

These apply only to the portion of the home used exclusively for your business. Only include expenses directly related to the room or space you use as an office.
Expense Amount in $

Office repairs & maintenance(Required)

Office-specific utilities(Required)

Office supplies or furnishings(Required)

Indirect Expenses (Shared with Personal Use)

These are apportioned based on the percentage of home used for business.
Expense Total in $

Mortgage interest / Rent(Required)

Real estate taxes(Required)

Homeowners or renters Insurance(Required)

Utilities (electric, gas, water, trash)(Required)

Internet & phone(Required)

General home repairs & maintenance(Required)

Cleaning services(Required)

Notes / Comments

Use this area for any special circumstances (e.g., seasonal work, part-time use, home remodels)

Signature

Client Name(Required)

Client Signature(Required)

Tax Year(Required)

Date(Required)

• Keep receipts and records for all claimed expenses.
• Take photos of your workspace to substantiate exclusive use.
• Remember: only ordinary and necessary business expenses qualify.
• Contact us early if you moved or remodeled during the year — your deduction may change.