Realtor Tax Deduction & Mileage Tracker

Best for: Real estate agents organizing commission income and business expenses.

Use it to: Track commissions, listing expenses, brokerage fees, marketing, licensing and mileage.

Files & software: Excel workbook and PDF quick-start guide. Use Microsoft Excel and a PDF reader.

Choosing between tools? This tracker focuses on real estate sales and agent expenses. For rental income and landlord records, see the Rental Property Tax Organizer.

Product details

The Realtor Tax Deduction & Mileage Tracker is a CPA-created digital toolkit designed to help realtors, real estate agents, and self-employed real estate professionals organize tax-related records before tax time.

Inside, you’ll receive an Excel workbook and PDF quick-start guide to help track commission income, 1099 information, mileage, listing expenses, marketing/ad spend, referral fees, brokerage and desk fees, dues, licensing, continuing education, client gifts, home office details, estimated taxes, and year-end CPA summary information.

This product is designed to help you feel more prepared before sending information to your CPA or tax preparer.

Includes:

• Excel workbook

• PDF quick-start guide

• Commission income tracker

• Mileage log

• Listing expense tracker

• Marketing/ad spend tracker

• Referral fee tracker

• Dues, licensing, and education tracker

• Home office worksheet

• Year-end CPA summary

This is a digital download. No physical product will be shipped.