"An annual fee changed your processing rate. Show both views." "Source","https://bluefinchadvisors.com/blog/annual-processing-fee-month-statement-normalization" "Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance." "Charge reference","Actual billed amount","Billing interval","Observed month volume","Allocation assumption","Comparison limitation","Missing required fields" "Annual-fee-demo","$120","Verify annual agreement","$30,000","$10 per month scenario","Actual cash charge remains in billed month","None" "Use this worksheet" "Use one row for each item described in the article." "Record the source, unresolved difference and next action before marking an item complete." "Review the actual business records separately. This worksheet does not connect to accounts or change your records." "Sources" "IRS: supporting business records","https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep" "SBA: manage your finances","https://www.sba.gov/business-guide/manage-your-business/manage-your-finances"