HOME OFFICE WORKSHEET
This checklist is designed to assist you in providing the information related to your Home Office deduction. Please complete all applicable sections. Also, please provide details and documentation as requested your Sharefile account.

If you have any questions or concerns while filling out this checklist please give our office a call at 281-469-6600

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Email *
Business Name (if any)
Business Owner Name
 *
Address
 *
Is this your first year in business? Or new home?
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Were you placed in service during the year? If yes, please upload closing HUD Statement and list of improvements to Sharefile.
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Date property was placed in service?
MM
/
DD
/
YYYY
House Cost?
Land Value?
Total House sq. ft.?
Home Office sq. ft.?
Annual Home Costs: 

Maintenance

Annual Home Costs: 

Landscaping
Annual Home Costs: 

Pest Control
Annual Home Costs: 

Sprinkler Service
Annual Home Costs: 

Security
Annual Home Costs: 

Pool Service
Annual Home Costs: 

Electricity
Annual Home Costs: 

Gas
Annual Home Costs: 

Water
Annual Home Costs: 

Insurance-HO Liability
Annual Home Costs: 

Taxes
Annual Home Costs: 

Other Expenses (Please describe)
Annual Home Costs: 

Flood Insurance
Annual Home Costs: 

HOA
Annual Home Costs: 

Annual Depreciation
Please Describe Other Expenses
Did you have any home repairs or improvements? (If over $2,500)         
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For home repairs or improvements over $2,500 please list in this format or upload list to Sharefile.
Description, Date, & Amount for each repair/improvement 
Certification: SIGN FULL NAME AND DATE
The undersigned certifies, to the best of his or her knowledge, that the information documented in and provided with this organizer is complete and accurate.
Date of Completion
MM
/
DD
/
YYYY
A copy of your responses will be emailed to the address you provided.
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