How to Determine Business Deductions and Do Your Accounting Based on Cash Or Accrual

Business Deductionsgap.
One of the things I try to remind people of is to alwaysThey say, "I'll pay you October 2nd but I'll pay you both
be thinking. It's not only the obvious expenses of yourmonths." You say that's fine. On October 2nd you get
business, there are a lot of other business deductionsa $2,000 check. In the cash basis accounting you
you should be thinking about. Obviously if you spendwould not book any income for September. You
$100 to replace a window that's a business expense -would book $2,000 in October. That is true cash
that's as clear as day.accounting.
Accrual would be the opposite. You would book it in
If you use part of your home office or your home toSeptember because even though he didn't pay you
do your accounting to run your business, you canthen you earned it in September. You earned it in
deduct a portion of your home expenses. These areOctober. So you would show $1,000 in September and
things that are not that intuitive.$1,000 in October, even though you got paid $2,000 in
Any sort of educational material - books and things likeOctober.
that - are deductible. If you have to wear specializedThe accrual accounting kind of smooths things out. In
clothing - work clothes, boots or anything like that ascash accounting things only happen when cash hits
part of your business - they're all deductible. Thinkyour accounts.
outside the box a little bit in terms of additionalExpenses are really where accrual accounting really
expenses that maybe are not quite so obvious to you,becomes the preferred method. Things like real estate
but they are business expenses and really should betaxes maybe you pay once a year. Let's say your
deducted.taxes are $1,200. In the accrual based accounting you
Cash Versus Accrualwould be booking every single month $100 real estate
We talked about the income statement. One of things Itaxes, even though you don't pay it until the end of the
want to talk about is what I call cash versus accrual.year. You would still be booking that expense $100
There are two ways to do any real financialeach month.
accounting. You can do it on a cash basis or on anOn a cash basis you would book nothing all year and
accrual basis. I'll explain both of these.then on the month you paid the $1,200 you would book
A cash basis is you only book either an expense or an$1,200. The weakness of cash account is it does
income when the cash is received. For example if yourshow some variability and accrual account will smooth
rent is $1,000 and you received $1,000 on Sept. 3rdthings out. Either one is fine for your typical landlord.
you would book an income of $1,000 for September.The only thing I recommend here is do not go back
That would be simple.and forth. I'm speaking from experience. I've done a
Then October comes along. The tenant pays youlittle bit of this. I'd use a little bit of cash, I'd use a little bit
$1,000 in October and so you would book $1,000 inof accrual - sometimes I'd go back and forth a little bit.
October. It's very simple.I really recommend that you pick one or the other and
However, let's say your tenant for some odd reason -stick with it. When you go to do your tax returns you
hopefully it doesn't happen - doesn't pay you incan use either one. You just have to declare it when
September. They have a problem, maybe the checksyou do your tax returns. If you're going to pick one,
got delayed, a new job or whatever and they have astick with it. That's really the important feature here.