Document pack
Tips Deduction Tracker: Shift Tip Log, IRS Occupation Check and Year-End Summary for 2025 to 2028
Keep a shift-by-shift record of tips so the year-end number is ready for Schedule 1-A.
$15 one time · Word and PDF · download link by email
Who it is for
Servers, bartenders, stylists, drivers and other workers who receive tips, and the people who prepare their returns.
Why it is different
- Occupation codes copied from the IRS list, with the date checked.
- Phase-out math worked line by line, as on Schedule 1-A.
- Excel log with monthly totals, plus Word files and PDFs.
What is inside
- Start here. The federal rule as the IRS states it: years, $25,000 cap, phase-out and who is covered.
- Occupation check. The IRS list of 71 tipped occupations with their three-digit codes, and questions to answer first.
- Shift tip log. One line per shift: cash, card, tip-out and tip pool, with what counts as a qualified tip.
- Year-end summary. A worksheet that follows Schedule 1-A, Part II, with the cap and the phase-out.
- Records checklist. What to keep, the 2026 Form W-2 codes to look for and questions for your preparer.
A look inside
The first pages, as you will get them
Get it
Tips Deduction Tracker
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Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not tax advice. Your preparer decides what you can claim. Not affiliated with the IRS. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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