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Text File  |  1991-05-07  |  8KB  |  105 lines
  1.  027                              Page 27                  Expense Detailing
  2.  ╔══════════════════════════════════════════════════════════════════════════╗
  3.  ║                           TRAVEL/ENTERTAINMENT                           ║
  4.  ╚══════════════════════════════════════════════════════════════════════════╝
  5.  ╔══════════════════════════════════════════════════════════════════════════╗
  6.  ║                                                                          ║
  7.  ║     IRS DEDUCTIBLES                                                      ║
  8.  ║                                                                          ║
  9.  ║     There are several modules that can be used to document               ║
  10.  ║     travel/entertainment expenses.                                       ║
  11.  ║                                                                          ║
  12.  ║     Form 2106 is a salespersons IRS facsimile form                       ║
  13.  ║     which can be kept up to date on a monthly basis.                     ║
  14.  ║                                                                          ║
  15.  ║     Since this section encompasses the spreadsheet, the input            ║
  16.  ║     will change as you enter data.  That is add the new amount           ║
  17.  ║     to the last amount and your records is updated as you go.            ║
  18.  ║                                                                          ║
  19.  ║     This form is an exact duplicate of the IRS form and so               ║
  20.  ║     what you tabulate can be transferred to the real form easily.        ║
  21.  ║                                                                          ║
  22.  ║    You can print the record for your own hard copy file.                 ║
  23.  ║                                                                          ║
  24.  ║    One other formatted spreadsheet allows you to input expense           ║
  25.  ║    records and again print a hard copy if needed.                        ║
  26.  ║                                                                          ║
  27.  ║    The other database form allows you to put in data on a daily          ║
  28.  ║    basis and the report options menu will print out the record           ║
  29.  ║    for you.  This is a handy and fast form to use.  The comments         ║
  30.  ║    fields allow you to state where your expenses took place.             ║
  31.  ║                                                                          ║
  32.  ║    The Auto Worksheet is also a spreadsheet that contains a listing      ║
  33.  ║    of possible repair items.  This details precise auto repair           ║
  34.  ║    expenses and also keeps a record of service warranty.  Since          ║
  35.  ║    the form exceeds 80 in column width, print the record if needed       ║
  36.  ║    in the compressed mode on your printer.                               ║
  37.  ║                                                                          ║
  38.  ║    Another database is called Entertainment and one is called            ║
  39.  ║    TODAY.   These you get into from  <E>                                 ║
  40.  ║                                                                          ║
  41.  ║    TODAY is helpful in tracking daily mileage.                           ║
  42.  ║                                                                          ║
  43.  ║    Use any or all of these sections to provide yourself a                ║
  44.  ║    safeguard against possible IRS audits. The better your                ║
  45.  ║    entertainment/car expense records are the less hassle with            ║
  46.  ║    IRS, plus, you will find yourself detailing every single              ║
  47.  ║    business street expense.                                              ║
  48.  ║                                                                          ║
  49.  ║                                                                          ║
  50.  ╚══════════════════════════════════════════════════════════════════════════╝
  51.  ╔══════════════════════════════════════════════════════════════════════════╗
  52.  ║                  TODAY AS A CALL PLANNER/CALL REVIWER                    ║
  53.  ╚══════════════════════════════════════════════════════════════════════════╝
  54.  ╔══════════════════════════════════════════════════════════════════════════╗
  55.  ║                                                                          ║
  56.  ║                                                                          ║
  57.  ║     TODAY                                                                ║
  58.  ║                                                                          ║
  59.  ║     This module was designed to help you track your Daily Mileage use    ║
  60.  ║     for IRS Tax Deductions, if you use mileage deductions.               ║
  61.  ║                                                                          ║
  62.  ║     However, there can be another use for this module:                   ║
  63.  ║                                                                          ║
  64.  ║     There are nine lines which have fields for time and distance.        ║
  65.  ║                                                                          ║
  66.  ║     Using your territory map:                                            ║
  67.  ║                                                                          ║
  68.  ║     Locate your customers, and prospects.                                ║
  69.  ║                                                                          ║
  70.  ║     Pull up your Next Contact calls, segment the days,                   ║
  71.  ║                                                                          ║
  72.  ║     Go to TODAY, use the Calendar to select your day.                    ║
  73.  ║                                                                          ║
  74.  ║     Now, route your calls by distance and estimated time allowance       ║
  75.  ║     per customer.  Use 1st col for time, 2nd for distance, the 3rd       ║
  76.  ║     column is for your call record (where you were)                      ║
  77.  ║                                                                          ║
  78.  ║     Not only will you have paced yourself for the day, but you have      ║
  79.  ║     a ready TODAY report, ready to add actual miles, actual time         ║
  80.  ║     used at the end of the day.                                          ║
  81.  ║                                                                          ║
  82.  ║     You will be able to study past records to determine actual time      ║
  83.  ║     used point to point and how much time you spent with an account.     ║
  84.  ║                                                                          ║
  85.  ║     Using this infoprmation you will be able to find additional          ║
  86.  ║     selling time to mine for new accounts.                               ║
  87.  ║                                                                          ║
  88.  ║     This plan suggests that you will know in advance how many calls you  ║
  89.  ║     will be making for the week, which accounts to service first.        ║
  90.  ║                                                                          ║
  91.  ║     If you use this record daily, whether or not you use it to keep      ║
  92.  ║     a record on auto related expenses, you can monitor your daily        ║
  93.  ║     calls by logging time used, distance and who you called on.          ║
  94.  ║                                                                          ║
  95.  ║     When you want to see how many times you called on Cutomer XX         ║
  96.  ║     when you were in the area, do a Search.                              ║
  97.  ║                                                                          ║
  98.  ║     Every call you made on Customer XX will be pulled up.                ║
  99.  ║                                                                          ║
  100.  ║     The comment line can be used to date the diary note if made.         ║
  101.  ║                                                                          ║
  102.  ╚══════════════════════════════════════════════════════════════════════════╝
  103.                                                                             
  104.  
  105.