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 · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Servers, bartenders, stylists, drivers and other workers who receive tips, and the people who prepare their returns.
Not the right fit if
You don't receive tips, or your job isn't on the IRS tipped occupation list.
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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Uses the email and terms box above. You get the same download link by email.
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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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Membership
$29 a month
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Common questions
What do I get and how is it delivered?
The Tips Deduction Tracker comes as a zip with five documents, each as an editable Word file and a printable PDF: Start Here, Occupation Check, Shift Tip Log, Year-End Summary, and Records Checklist, plus an Excel workbook (Tips Deduction Tracker Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information, not tax advice. Your preparer decides what you can claim.
Which tax years does it cover?
It totals tips for the federal qualified tips deduction for tax years 2025 to 2028, with the 2026 Form W-2 codes to look for. Occupation codes are copied from the IRS list with the date checked.
Free sample
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