Skill

Classify deductible expenses and flag accountant questions

Reviews expense lines and reasons which are fully deductible, partially deductible, or capital — covering home-office splits, equipment depreciation, and course-production costs — and assembles the open questions worth taking to the accountant.

In / outExpense line items → deductibility classification per item (full / partial / capital) + open questions for accountant

You might say…

I never know if my microphone counts as an immediate deduction or has to be depreciated — I just tick 'deductible' and hope the accountant catches it.

What it does

Reviews expense lines and reasons which are deductible, partially deductible, or capital (home-office split, equipment depreciation, course-production costs), and assembles the open questions worth taking to the accountant before lodging. Used when preparing the return where eligibility judgement, not totalling, is the work.

Trigger: Use when preparing the tax return where eligibility judgement on specific expense lines, not totalling, is the bottleneck.

Recognise the problem?

The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.

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