Expense Worksheet       

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Overhead Expense Worksheet

 

Overhead expense insurance covers the monthly tax-deductible expenses of a business entity.  Below find a worksheet sheet that will help you determine your total monthly expenses.

 

Regular lease, rental or mortgage payment on business premises     $ __________________________

Rental, mortgage or realty taxes                                                             __________________________

Employees' salaries (number of employees ______ )                             __________________________

Utilities                                                                                                      __________________________

Installment payments for furniture and equipment                                 __________________________

Premiums for business insurance                                                             __________________________

Accounting, billing and collection fees                                                     __________________________

Professional or trade dues or subscriptions                                            __________________________

Postage                                                                                                      __________________________

Business laundry                                                                                       __________________________

Janitorial and maintenance services                                                        __________________________

Other fixed expenses:     _________    _________   __________          __________________________

Your share of the total monthly expenses is ___%  

                                                                            Total monthly expenses: $________________________

 

 

* Salaries, Drawing Accounts, Profits, Benefits, and other forms of remuneration are not covered expenses if they are payable to: You; any other member of  your profession; any person employed to perform the same duties as you perform; or any member of your immediate family who had not been a full-time paid employee of the business for the last 60 days before the disability began. 

 

 

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Last modified: June 13, 2012