The WriteupOS blog

Write-up notes from one tax preparer to another.

Practical guides on transaction categorization, depreciation, deductions, entity types, and the actual workflow of write-up work — not the abstract theory.

Written by Connor McDonald, a tax preparer in Richmond, VA.

Showing 3 of 10 articles

Workflow

How to Categorize Bank Statement Transactions for Schedule C

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.

Connor McDonald

Apr 7, 202612 min read

Workflow

10 Bank Statement Transactions That Trip Up Every Tax Preparer

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.

Connor McDonald

Apr 7, 202610 min read

Workflow

Write-Up Work in 2026: Why Most Tax Preparers Still Use Excel (And What's Changing)

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.

Connor McDonald

Apr 7, 202610 min read

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Write-up notes from one tax preparer to another

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