Schedule C Tax Deductions: "b" is for Bad Debts, Bank Charges & Books

Are you wondering whether you are deducting all themanual record keeping system. It's easy to overlook
expenses the law allows for your sole proprietorship?these charges because you didn't write a check or
Here are three commonly overlooked deductions thatuse your credit card to incur them.
begin with the letter "B".The same thing applies to merchant credit card fees. If
1. Bad Debts. If you use the Accrual Method ofyou accept credit card payments from customers,
bookkeeping, you record income from a sale whenfees are probably assessed to your bank account
you invoice the customer, regardless of when or evenevery month and these fees are automatically
whether they pay you. So what happens if they don'tdeducted from your bank balance. Be sure to record
pay you? Let's say that several months have passedthose charges, too, or you'll miss out on bona fide tax
and you keep sending them statements that continuededuction.
to be ignored. By the end of the year, if you've done all3. Books, Magazines, Trade Journals. Any book you
you can do to collect the payment without success,purchase for business use is a legitimate tax deduction.
you can take a deduction for the uncollectible amount.Be careful here not to limit this deduction to only those
This is known as a "bad debt" and you should write itbooks that deal with your particular industry, product or
off.service. Self-help books contain much advice that is
What happens if you deduct the bad debt on yourapplicable to your life as a business owner, as well as
2008 return and the customer surprises you by makingbooks on topics such as time management, people
payment in 2009? You simply record the payment asskills, salesmanship and marketing.
income on your 2009 return.And while we're on the topic of reading material, you
If you use the Cash Method of bookkeeping, youprobably subscribe to newspapers, magazines and
record the income only when the customer pays you,trade journals that you read primarily for business
so there really is no bad debt to deduct.purposes, so these are deductible as well.
2. Bank Charges. All those annoying nickel and dimeSince none of these three expenses have a specific
bank fees that appear on your monthly bankSchedule C line in Part II, the best place to put them is
statement are deductible business expenses. The keyin Part V, Other Expenses. The total of all these Other
here is to take the time to carefully examine everyExpenses (line 48) is then transferred to Schedule C,
monthly bank statement and then record those bankLine 27.
charges in your bookkeeping software program or