Taxpayer Name:

______

_____

______

Financial Statement Analysis WORKSHEET

Monthly -

Estimated/Projected

Total Income

DRAFT ONLY

Necessary Living

(www.TaxSOS.com)

Expenses

SOURCE

GROSS

CLAIMED

IRS STDS

31. Wages/salaries (T/P)

entry->

______

42.National Standard

xxxxxxx

xxxxxxx

32. Wages/salaries (spouse)

entry->

______

Expense - STD->

xxxxxxx

______

xxxxxxx

Actual: Food

______

xxxxxxx

xxxxxxx

Housekeepg spplies

______

xxxxxxx

xxxxxxx

Apparel & services

______

xxxxxxx

xxxxxxx

Persnl care prod/serv

______

xxxxxxx

xxxxxxx

Miscellaneous

xxxxxxx

33. Interest - Dividends

______

43.Housing and

xxxxxxx

xxxxxxx

34. Net Business income

xxxxxxx

Utilities STD->

xxxxxxx

from 433-B

______

Actual Rent/Mtg

______

N/A

xxxxxxx

Property Taxes

______

N/A

xxxxxxx

H/O / Rentr Ins.

______

N/A

xxxxxxx

Parking

______

N/A

xxxxxxx

Maint & Repairs

______

N/A

xxxxxxx

H/O Dues

______

N/A

xxxxxxx

Condom. Fees

______

N/A

xxxxxxx

Utilities - Actual:

xxxxxxx

N/A

xxxxxxx

Gas

______

N/A

xxxxxxx

Electricity

______

N/A

xxxxxxx

Water

______

N/A

xxxxxxx

Trash/garb. Coll

______

N/A

xxxxxxx

Fuel oil, bottld gas

______

N/A

xxxxxxx

Wood

______

N/A

xxxxxxx

Septic Cleaning

______

N/A

xxxxxxx

Telephone

______

N/A

xxxxxxx

xxxxxxx

44.Transportation

xxxxxxx

xxxxxxx

Ownership STD->

xxxxxxx

xxxxxxx

OperCost/PublcTran

xxxxxxx

xxxxxxx

Actual:

xxxxxxx

N/A

xxxxxxx

Lease/purch pmts

______

N/A

xxxxxxx

Insurance

______

N/A

xxxxxxx

Registration

______

N/A

xxxxxxx

Maint & Repairs

______

N/A

xxxxxxx

Fuel

______

N/A

xxxxxxx

Public Transport

______

N/A

xxxxxxx

Parking & Tolls

______

N/A

xxxxxxx

Property Taxes

______

N/A

xxxxxxx

45.Health Care:

xxxxxxx

Insurance

______

xxxxxxx

Med.not covered

______

xxxxxxx

46.Taxes

xxxxxxx

xxxxxxx

xxxxxxx

Current Year

______

xxxxxxx

Federal

______

xxxxxxx

State

______

xxxxxxx

Levy / EWO

______

35. Rental Income

______

47.Court ordered

xxxxxxx

xxxxxxx

36. Pension (T/P)

______

Payments

xxxxxxx

xxxxxxx

xxxxxxx

Alimony

______

xxxxxxx

Child Support

______

xxxxxxx

48.Child/dependent

______

37. Pension (Spouse)

______

Care

______

38. Child Support

______

49.Life Insurance

______

39. Alimony

______

50.Secured or

xxxxxxx

xxxxxxx

40. Other

______

legally perfected

______

______

debt (specify)

______

______

51.Other expenses

xxxxxxx

xxxxxxx

 ______

(specify)

______

______

School Athletics

______

______

School Activities

______

______

School Lunches

______

______

Allow from Stress

______

xxxxxxx

SPECIAL ITEMS:

xxxxxxx

xxxxxxx

xxxxxxx

Food

______

xxxxxxx

Doctors

______

xxxxxxx

PX

______

xxxxxxx

Allow for Birthday

xxxxxxx

xxxxxxx

xxxxxxx

/christmas etc

______

xxxxxxx

R&E Stress

______

xxxxxxx

Mental health

______

xxxxxxx

Emerg Provisions

xxxxxxx

xxxxxxx

xxxxxxx

food, water, fuel

______

xxxxxxx

xxxxxxx

xxxxxxx

xxxxxxx

xxxxxxx

xxxxxxx

xxxxxxx

xxxxxxx

xxxxxxx

xxxxxxx

xxxxxxx

xxxxxxx

41. TOTAL INCOME

______

52.Total Expenses

______

(Line 41 minus line 52)

______

53.NET DIFFERENCES

______

CLAIMED

IRS STDS

END

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