Free download for real estate agents
Nothing's withheld from your commission check. Here's what to track so April isn't a surprise.
The Agent's Year‑Round Records Checklist: 13 things to track as you go.
Get the free checklist- Every closingLog each commission and save the paperwork. · Live in Washington, licensed in Idaho too? · Set money aside from every check.
- Every weekKeep your mileage log as you drive. · Keep receipts with what they were for. · Give your own paperwork a home.
- Every quarterMake your estimated tax payments. · Check where your numbers stand. · Keep business and personal money apart.
- Before year endPlan while there's still time to act. · Call before you spend.
- When something changesBought a rental or short-term rental? · Got a letter from the IRS? Open it.
Why a checklist
Most tax problems start as a record nobody kept.
I spent seventeen years looking at records after the fact, when it was too late to fix them. This list is the short version of what holds up, so yours are right the first time.