Taxpayer Name: |
______ |
_____ |
______ |
Financial Statement Analysis WORKSHEET |
Monthly - Estimated/Projected |
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Total Income |
DRAFT ONLY |
Necessary Living |
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(www.TaxSOS.com) |
Expenses |
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SOURCE |
GROSS |
CLAIMED |
IRS STDS |
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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 |
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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 |
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END |
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