# Real Estate Agent Business Expense Checklist

A practical list of purchase types real estate agents often forward to a dedicated ZipReceipts address (`{alias}@in.zipreceipts.com`). Use it as a reminder of what belongs in your business archive—not as tax advice, mileage tracking, or brokerage accounting.

ZipReceipts is a private receipt inbox + monthly ZIP export. It does not connect to Gmail or Outlook. It does not auto-categorize expenses for taxes, track mileage, or sync brokerage ledgers.

**Language note:** Prefer “real estate agent” as the general term. Realtor® is a membership mark—use it only when referring to that trademark accurately.

**Product truth:** Organization today is one business alias, normalized filenames, and monthly ZIPs. The product does not ship listing folders, transaction tags, or deal P&L.

**Disclaimer:** Whether a purchase is deductible or how it appears on your books depends on your circumstances and applicable tax rules. Confirm with your accountant or tax professional.

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## Listing marketing

- [ ] Listing photography and reshoot invoices
- [ ] Yard signs, riders, and installation fees
- [ ] Lockbox leases and replacements
- [ ] Staging invoices and related supplies
- [ ] Flyers, postcards, door hangers, business cards

## Advertising & software

- [ ] Portal boosts and paid placements
- [ ] Social and print advertising receipts
- [ ] CRM subscription renewals
- [ ] Transaction / dialer / website tool invoices

## Client & open house

- [ ] Closing gifts and thank-you items
- [ ] Open-house refreshments and supplies
- [ ] Printing charged for a specific listing event

## Association, CE & office

- [ ] Association dues and board fees
- [ ] Continuing education and conference receipts
- [ ] Home-office supplies, printer ink, small equipment

## Before you forward or upload

- [ ] Forward to your **business** receipt alias (not personal storage forever)
- [ ] Vendor name visible
- [ ] Date and amount clear
- [ ] PDF or clear photo (avoid extreme blur / glare)
- [ ] Business purchase only — leave personal buys in personal mail
- [ ] Assistant / TC knows the alias (no personal inbox access required)
- [ ] Mileage stays in your preferred tracker — ZipReceipts keeps the receipt files only

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## How ZipReceipts fits agents

1. Create a ZipReceipts business and alias for your practice.
2. Forward or upload marketing and ops receipts from your phone between appointments.
3. Let your assistant or transaction coordinator forward to the same address.
4. Download a monthly ZIP when you, your bookkeeper, or tax prep needs the pack.

No inbox OAuth. No mileage engine. No brokerage sync. Only deliberately sent files arrive.