Tips & Checklists

 

Travel and Entertainment (T&E) Substantiation Requirements

Here is a guide explaining what records you need to keep. If you are missing an element for entertainment or gifts, there is a good chance you will have that expense disallowed in an IRS audit.
T&E guide

Vehicle Mileage Log

Keep track of your mileage for each vehicle you use for business. Ask us if you are unsure what "commuting miles" are, as they are not deductible.
Mileage Log