Tax Preparation for Writers: Tips and Zen and Pain
If you haven't prepared your tax return yet, check out this great article on tax returns for artists, complete with an expense checklist for writers. This CPA's site and ebook have all the info you need (note: this is not my own accountant). I'm a lifelong math phobe. So tax season sends me trudging into the dining room for what I've come to think of as my annual tax Gethsemane.
I have my bag of receipts and canceled checks. I have a clenched jaw, a tremble in both hands. I have a mountain of regrets for (1) My terrible childhood math teacher and (2) My conviction that numbers are really just a bunch of 9th-century hieroglyphics masquerading as 21st-century digits and invented to give us night sweats.
I've created my own homemade tax-prep technique. Using my accountant's categories, I write said categories on a bunch of sticky notes and place the sticky notes in a double row along the dining table. Next, I unfold and assign each collected receipt to its appropriate stick-note category. Then, I total the receipt amounts and write that total on each sticky note. And finally, I write that amount on the appropriate line on the tax form.
Look, I know that it's second-grade math. I know I'll never get into CPA school. But it's the only way that works for me.
Believe it or not, this tax-prep stuff has a saving grace. For a busy woman who often can't remember what she did last week, tax-prep season is a rear-view glimpse into the past year.
And it was a good year, full of blessings and surprises. On a freezing night in March, on the nights of my Gethsemane, I need to be reminded of that.
For example, here's a receipt from a dinner out with three other working women writers. Oh, yeah, now I remember that night. We yapped and chatted and chewed the writers' fat until the waiters started dimming the lights.
Oh, and here's a canceled check for a payment to someone named Daniel. Daniel? Daniel ... Webster? Boone? Oh, Daniel. Yes, how could I forget that hipster who sold me the used desk and matching file drawers for my home office, my little writing haven?
Speaking of checks, here's one from my favorite writers retreat. Days writing in my room. Evenings sharing dinner and chat with one of my oldest friends. Seriously, does life get any better than that?
Oooh! Here's a fully intact MTA parking receipt from ... when? Christ, with all their tax-fare hikes, you'd think that the Massachusetts Transit Authority, the MTA, could print their ticket dates clearer? Just this once, MTA, couldn't you and your buddy Charlie be the men who actually do (tax) return?
Wait. It's coming back to me. The receipt is from that fall afternoon, a Sunday when I took the train into Boston to read and present at America's first public library.
And then ... (cue the creepy music) ... it's time for my annual attack of tax paranoia. Instead of this tabletop, karst landscape of sticky notes and receipts, I see every crack, every cockroach that skitters across the floor of my prison cell--as in, tax-evaders' prison cell.
Gulp! And listen, why should I trust an accountant? Isn't she also in the hieroglyphics club? They probably all have their own secret social media page, all communicating and chortling away in that mad language that .... Yo, writer. Yo. Zen. Zen. Now.
Let's just log onto the IRS website to check and double-check these official allowances and write-offs.
"See the page on ..." "Read the addendum on ..." "Read our set and subset and footnotes of hieroglyphics for blah, blah, blah, blah, blah, blah, blah."
And then, here's the flash point of sin or redemption for every writer during every tax season: "Was this trip for business or pleasure?"
Phew. I've got the rest of my receipts. I've got my mileage amounts. So no final phone calls from the prison pay phone for me.
Okey dokey, what have we got here? Oh look! It's from my teaching stint at the Ocean Park Writers Conference in Maine. Hot summer days. Maine ocean breezes. Front-porch conversations with my students.
And it was all, all business (heh!).