Home Office
Home Office Tax Prep Checklist
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20 itemsGet your home office deduction right. This free home office tax prep checklist gives you a 20-item head start so nothing important slips through the cracks. it's been shaped by real families using it in real moments — the kind you don't get a second chance to prepare for. Use it as-is, or open it in Checkbloom to customise every item, share it with anyone by link (no account required on their end), and tick things off together in real time from any phone. When you're offline, changes queue and sync the moment you're back. Every Checkbloom template is free to preview and free to download as a PDF. Create a list from this template and share it with anyone by link — they can check items off in real time with no account or app download required.
What's on the list
- Measure office square footage
- Measure total home square footage
- Calculate percentage
- Decide simplified vs actual method
- Save mortgage interest or rent records
- Save utility bills
- Save internet and phone bills
- Save home insurance
- Save property tax records
- Track home repairs separately
- Save furniture and equipment receipts
- Save depreciation records
- Save business mileage log
- Save direct expenses (paint, supplies)
- Photograph office for records
- Keep records 7 years
- Talk to a CPA first year
- Note self-employment vs W-2 rules
- Save subscription receipts
- Quarterly estimated tax reminders
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