Practical guides for tax preparers on transaction categorization, write-up work, and automation.
A tax preparer's guide to mapping bank statement transactions to Schedule C line items. Covers meals, vehicle expenses, Amazon purchases, loan payments, owner draws, and the tricky ones that cause problems every tax season.
Read more →Amazon, Venmo, loan payments, payroll lump sums, and more. A guide to the most commonly miscategorized transactions in write-up work and how to handle each one.
Read more →The manual Excel write-up process hasn't changed in 20 years. Here's why that's a problem at scale, what the OBBBA means for categorization, and what a modern write-up workflow looks like.
Read more →The same expense lands on different lines depending on the entity type. A side-by-side guide to categorization differences across Schedule C, Form 1065, Form 1120S, and Form 1120.
Read more →The OBBBA changed the rules on employer-provided meals starting in 2026. Here's the complete breakdown of which meal expenses are deductible and at what percentage.
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