Client treatment/billing history for 2005

[Herbie]

My client has requested a treatment/billing history for 2005 for her tax return. I have the information needed, but aside from putting it on my letterhead, I'm not sure of the format and how much detail I should include. After all, this is the tax man. Perhaps the date of service, technique used and the amount billed is all I need. Input please. Thanks

 

[Jayne Savage]

this will be my first year providing these as well, and everyone wants them!

i wouldn't think much detail would be necessary other than dates and fees - and that more information is available upon request?

i don't know, what does everyone else think?

amanda

 

[Jeniiee]

For tax purposes, they will need the date of service, amount billed, amount paid and a brief description of service. For example:

10/02/2005 Therapeutic Massage $60
Check $60
11/09/2005 Therapeutic Massage $60
Cash $60

Also, if this is for tax purposes then they should also have a prescription from their doctor for massage therapy. Most doctors will give them one if they request it.

Angie

 

[Pathik]

I've been asked for this as well. Glad to see this posted, as I wasn't really sure what I was going to put on the information sheet. I'm going to do my best and let her worry about a doctor's note or whatever else she might need for the tax man.

 

[swimmergirl247]

The acupuncturist in my clinic keeps a small ledger sheet in each patient's file. You can get these at Staples, next to the large ledger refill packs. They have the Name and Address fields at the top (with a few others she doesn't use like Terms and Credit Limit), then columns for Date, Items, Debits, Credits and Balance. So it would be filled out like this:
12/18/05 Office Visit $75.00 $75.00 ck $0.00
If the patient charged their visit she would use "chg" or if they paid cash she uses the dollar sign. I'm sure you could format it to your own needs. But when her patients ask for their year-end visit summary she just photocopies the sheet and gives them the copy. I have adopted the small ledger sheet for my own practice and it has been very useful. If my client overpays for a session, if I didn't have change for their large bill for example, then they have a positive balance. In the rare case that a client forgot their checkbook or didn't have enough cash on hand then they have a negative balance.

My favorite part about this is it takes the guesswork out of it for me and I don't have to remember all of the details. Did that client pay with cash or charge last time? How many coupons has this client used? Who is taking advaneforum.xxxe of my student rate? Or senior rate?

Hope this is useful.