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Click ‘Get Form’ to open the yearly expenses document in the editor.
Begin by entering the 'Year' at the top of the form. This will help you track your expenses accurately for that specific year.
Proceed to fill in each category under the months listed. For example, input your phone expenses for January, February, and March under 'Phone'.
Continue this process for all categories such as Meals, Hotel, Travel, Cash, and Miscellaneous across each month.
At the end of each quarter (First Quarter, Second Quarter, etc.), calculate and enter the total expenses for that quarter in the designated fields.
Finally, complete the form by filling in your name under 'Employee', along with the 'Date Completed', and ensure it is approved by entering details in 'Approved by' and 'Date Approved'.
Start using our platform today to streamline your yearly expense tracking for free!
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Note: We have discontinued Publication 535, Business Expenses; the last revision was for 2022. Below is a mapping to the major resources for each topic.Read more
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