The Records Kit
Fifteen minutes, once a month. Twelve months of logs, ready to print.
Description:
Most people keep receipts. Far fewer keep the one line that makes a receipt useful, which is why the money was spent. "Office supplies, $42" is a receipt. "Printer ink for client proposals" is a record.
The Records Kit gives you somewhere to put both. There's a page for every month of the year, with a column for the business reason next to every cost. Pick a day, payday or the first Sunday, and spend fifteen minutes going through your statements. By January the year is already written down.
The mileage logs are split into the two halves of 2026, because the IRS raised the business mileage rate on July 1 and the two periods have to be kept separate. There are also sheets for measuring your home office once, for working out the business share of bills like your phone and internet, and a year-end page that totals everything by category and quarter for your preparer.
Inside: 23 pages. How to use it, a category key, twelve monthly expense logs, four mileage logs, a home office measuring sheet, a mixed-use split sheet, a year-end summary.
Format: PDF, US Letter, designed to print. Emailed right after checkout.
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The Records Kit
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