In Your Appointment Book

Today TaxMama hears from Tana from Ventura from the Independent Writers of Southern California (IWOSC) meeting. Tana says. “I had hoped to see what sort of things you actually found important to write in your calendar. I assume this is information a competent and knowledgeable tax professional can convey.”

Dear Tana,

What do I write in my calendar book? That’s a good question. Lots of stuff. And it looks used, and dog-eared by the end of the year.

As you know, I do recommend that you keep a paper record, like a Tax MiniMiser or a paper day-at-a-glance-type appointment book, rather than an electronic record. Why? Do you really want to turn over your whole PDA or cell phone to IRS during an audit?
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Of course not. That’s why the paper system is great.
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By the time you get audited (if you do), you’re no longer using it. So you don’t mind letting it go. And if you’re smart, you’re writing mainly your business matters into it.

What do I write?  I write my appointments in it.

If I have to drive, I write the address and phone number in. You can do the same. It’s a good idea to have it on paper, in case your battery goes dead. You can always add in the mileage later. Better yet, when you have printed out  Mapquest directions, you can just paperclip that into the book.

There may be other notes – like when I pay cash for something without a receipt, I’ll write it in the book. When you really use the book, you will know what to enter.

It will come naturally.

And remember, you can find answers to all kinds of questions about keeping logs and records and other tax issues, free. Where? Where else? At

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