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A 1 2BCDEFGCompany Name (For ALEC use only) U# 3 4California Lifeline (formerly CULTS) Program Bad Debt Claim Work paper Claim Period: Month and Year5 6 7 8 9 10 11 12 13 14 15 16LIFELINE CLAIM CALIFORNIA
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How to fill out bad debt claim workpaper

01
Gather all necessary information related to the bad debt claim, such as the amount of the debt, the debtor's details, and any supporting documentation.
02
Prepare the workpaper by creating a table or spreadsheet to organize the information. Include columns for the debtor's name, address, contact information, outstanding balance, date of default, and any notes or comments.
03
Calculate any interest or penalties associated with the debt, if applicable, and include this information in the workpaper.
04
Provide a brief explanation of the reason for the bad debt and any efforts made to collect the outstanding balance.
05
Include any supporting documentation, such as invoices, contracts, or correspondence with the debtor, to substantiate the bad debt claim.
06
Review the workpaper for accuracy and completeness, ensuring that all necessary information is included and all calculations are correct.
07
Keep a copy of the completed workpaper for future reference and documentation purposes.

Who needs bad debt claim workpaper?

01
Anyone who has experienced a financial loss due to a customer or debtor failing to pay a debt needs a bad debt claim workpaper. This includes businesses, individuals, and organizations that provide goods or services on credit or have outstanding receivables.
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A bad debt claim workpaper is a document used by businesses to formally report and substantiate claims for bad debts that they are unable to collect from customers.
Businesses and organizations that have incurred bad debts and wish to claim a tax deduction or relief for these debts are required to file a bad debt claim workpaper.
To fill out a bad debt claim workpaper, provide details such as the amount of the bad debt, the debtor's information, documentation of attempts to collect the debt, and any other relevant financial statements.
The purpose of a bad debt claim workpaper is to provide a structured format for businesses to report bad debts to the IRS or relevant tax authority to support their claims for tax deductions.
Information such as the name of the debtor, the amount of the bad debt, the nature of the debt, evidence of efforts to collect, and the date the debt became worthless must be reported on the workpaper.
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