Notary Fee Allocation Worksheet

If you are a notary or loan signing agent, part of what you are paid may be for notarial acts and part may be for other services such as printing, delivery, or handling documents. Those parts can be taxed differently, so it helps to record them separately for every job.

How to Use It

  1. For each job, write the total fee you were paid.
  2. Count the notarial acts you performed (for example, acknowledgments, jurats, oaths).
  3. Multiply by the fee per act you actually charged. Check your state's maximum allowed fee per notarial act (verify the current Florida limit).
  4. The rest of the fee is the service portion (printing, scanning, delivery, travel, handling).
  5. Keep the invoice or fee schedule that shows the split.

Job Log

DateCompany / signingTotal feeNotarial actsFee per actNotarial portionService portion
       
       
       
       

Totals for the year: Notarial portion $________ Service portion $________

Why It Matters

Fees for notarial acts may be treated differently for self-employment tax than fees for other services. A single combined fee should be split in a reasonable way you can support. Good records make your tax return easier to prepare and to defend. Ask us how these rules apply to you.

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General information only, not tax or legal advice. Tax rules change and depend on your facts. Check current IRS guidance or ask a qualified preparer before relying on this.