Mary Kay Cosmetics. Tax Organizer. Consultant:
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- Magdalene Anderson
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1 Mary Kay Cosmetics Tax Organizer Consultant:
2 General Information Consultant Name: Address: Home Phone: ( ) Fax: ( ) Work Phone: ( ) Fax: ( ) Address: Social Security Number: Month and Year joined Mary Kay: You were recruited by: Your sales director is: I usually attend (Sales Director) regular unit meetings. Sales Tax Rate you charge: % County in which you live:
3 Sources of Income Please be sure to include your Form 1099-MISC and Income Advisory Statement issued by Mary Kay. Total RETAIL pink ticket personal sales for year: (Do NOT include sales tax, discounts or product hostess credits) Product sold to other Consultants: (Do NOT include if already in Pink Ticket sales) Total commissions received: Taxable value of prizes and awards received from Mary Kay as shown on Mary Kay Form 1099-MISC: Mary Kay Automobile: Type: Year: Date received Mary Kay Automobile: Taxable value of Mary Kay Automobile as shown on Mary Kay Form 1099-MISC: Cost of Sales January 1st Beginning Inventory (Wholesale Value) (Enter -0- if this is your first year selling Mary Kay) Total Section 1 purchases during year (Wholesale) Total Section 1 purchases from other Consultants (Wholesale or actual purchase price) Wholesale cost of Section 1 products used by you and your family, I.e. personal use Wholesale cost of products given as gifts to family, friends and customers Returns and Allowances/Spoilage (RETAIL) (Do not include product sent back for even replacement) December 31st Ending Inventory (Wholesale) Wholesale is your cost
4 Expenses Advertising: Business cards, labels and stationery Booth space, fairs and shows Fliers and customer newsletters Greeting, birthday and other cards Newspaper advertisements Prizes and awards Promotional tools Sales literature Bad Debts: (if amount was included in sales and you fell the debt will not be collected) Customer NSF checks Bank Charges: Monthly statement charges Charge card annual fees/dues Commissions: Dovetail commissions paid Other: Dues & Subscriptions: Membership dues to business related organizations Subscriptions to business and fashion magazines Freight & Postage: UPS charges U.S. postal charges Postage stamps Insurance: Mary Kay Product Replacement Insurance Mary Kay Liability Insurance Cost of self-employed health insurance Interest: Interest paid on loans to purchase business property/equipment (copier, computer, etc) Credit card interest paid to purchase business property, inventory, etc
5 Legal & Professional Fees: Business related legal and accounting fees Tax return preparation fees Office Expenses: Furniture (desk, chair, calculator, etc) Office supplies (paper, pens, etc) Copying and printing Rent on Business Property: Rental/lease of business property (copier, computer, etc) Assets Purchased (for business use) % of Mary Kay usage Purchase Date Purchase Price (including sales tax) Computer Copy Machine Desk Fax Machine File Cabinets Printer Shelving Telephone/Answering Machine Television/VCR Video Camera Repairs: Cost of repairs to business property Retirement Plans: I participate in the Mary Kay/Invesco Rainbow Program: Yes No (If yes, please attach year-end statement from Invesco)
6 Retirement Plans (cont.): I have the following Retirement Plans established: Individual Retirement Account (IRA) Roth IRA Simplified Employee Pension Plan (SEP) Annual Amount Contributed Supplies: Section 2 items purchased Cost of Starter Kit Items used for skin care classes (cotton balls & swabs, etc) Baskets Motivational & training tapes Packaging materials Ribbons & decorative supplies Video tapes Travel: Business Travel: Registration Fee Transportation Lodging Parking, Taxis, etc Tools, manuals, etc Miscellaneous Dallas Leadership Career Seminar Conference Conference Workshops Other Meals & Entertainment: A receipt is required if the business meal is over 25. For all business meals you are required to document date, time, place and business purpose, as well as the individuals attending the meal. It is best to keep receipts for ALL meals. Total cost of meals Taxes: Unrecovered sales tax
7 Telephone: Do you have a separate phone line dedicated to Mary Kay activity? If yes, total of all billing on Mary Kay dedicated phone bills Yes No If no, total of monthly base rate billing for household phone line % of total phone usage allocated to Mary Kay activity % Actual amount of Mary Kay long-distance charges Do you have a cellular phone? Yes No If yes, total cellular phone charges % of total cellular charges allocated to Mary Kay % Other Expenses: Meeting room expenses Cost of miscellaneous items for home hospitality Hostess gifts OTHER than Mary Kay products Open house expenses Miscellaneous Information/Questions
8 Home Office Expense Valuation of your home: Purchase price of your home Value of the land included in price of your home Cost of improvements to your home Month and year acquired Month: Year: Percentage of your home used for business: Total living square footage of home Square footage used exclusively for business Expenses for business use: Direct Expenses: Painting, etc of business area Repairs to business area Indirect Expenses: (annual total) Mortgage interest Real Estate taxes Property insurance Rent Repairs & Maintenance Utilities: Electric Gas Water & Sewer
9 Automobile Expense Do you own or lease your car? Year, make and model of car # of months used for Mary Kay in year Total miles driven during year Total Mary Kay miles driven during year Actual expenses: (must be used if leased) Gas, oil, lubrication, etc Car #1 Car #2 Own Lease Own Lease Repairs Tires, supplies, etc Lease payments Auto insurance Tags & licenses Interest on auto loan Car washes Auto club dues Parking fees Tolls
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Use of the words Mary Kay, Mary Kay Cosmetics or MK on your accounts is not authorized with the exception of those offered through MKConnections.
Why Record Keeping Is Important Accurate, up-to-date records are vital to your Mary Kay business. They will help you keep your Mary Kay business organized and may even save you money on your income taxes.
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