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#expenses

Expenses

Track, categorize, and optimize business expenses effectively

FSIS Overtime and Holiday Inspection Fee Refunds: How Small Processors Claim the FY2026 Reduction
·mike

FSIS Overtime and Holiday Inspection Fee Refunds: How Small Processors Claim the FY2026 Reduction

FSIS is using $20 million in FY2026 funds to cut overtime and holiday inspection fees 30% for small and 75% for very small meat, poultry, and egg establishments, retroactive to October 5, 2025. Here's how to file Form 5200-16 and why the refund should be booked as an expense credit, not revenue.

small-business
compliance
refund-management
No Mileage Log, No Deduction: What Simmons v. Commissioner Teaches About Vehicle Expense Substantiation
·mike

No Mileage Log, No Deduction: What Simmons v. Commissioner Teaches About Vehicle Expense Substantiation

In Simmons v. Commissioner (T.C. Memo. 2026-34), the Tax Court disallowed a $12,939 vehicle deduction because QuickBooks entries and lease agreements failed the four-element substantiation test of IRC Section 274(d) — amount, time, place, and business purpose. Here's what a mileage log must contain, why the Cohan estimation rule can't save you, and how the same entity-level documentation gap cost the taxpayer interest and utility deductions plus a 20% negligence penalty.

tax-deductions
tax-compliance
recordkeeping
Personal Use of a Company Vehicle: Imputed Income and W-2 Reporting
·mike

Personal Use of a Company Vehicle: Imputed Income and W-2 Reporting

Personal use of a company car is taxable wages. This guide compares the three IRS valuation methods — Annual Lease Value, cents-per-mile (72.5¢ for 2026), and the $1.50 commuting rule — with worked examples and W-2 reporting steps.

payroll
tax
tax-compliance
Functional Expense Allocation for Nonprofits: A Practical Guide to the Statement of Functional Expenses and Form 990 Part IX
·mike

Functional Expense Allocation for Nonprofits: A Practical Guide to the Statement of Functional Expenses and Form 990 Part IX

Nonprofits must report expenses by both nature and function under FASB ASU 2016-14. This guide explains the three functional categories, audit-accepted allocation methods like time-and-effort and square footage, and how to feed both the statement of functional expenses and Form 990 Part IX from one consistent system.

expense-allocation
expenses
financial-reporting
IFTA Quarterly Fuel Tax Returns: A Filing and Audit Guide for Owner-Operators
·mike

IFTA Quarterly Fuel Tax Returns: A Filing and Audit Guide for Owner-Operators

IFTA returns are due quarterly on April 30, July 31, October 31, and January 31, and tax follows the miles you drove, not the fuel you bought. This guide shows owner-operators how to calculate fleet MPG, net taxable gallons, and surcharges, and which record-keeping habits survive an audit.

trucking
tax-compliance
tax
Cat Food, Body Oil, and Stage Costumes: Weird Tax Stories Every Business Owner Should Know
·mike

Cat Food, Body Oil, and Stage Costumes: Weird Tax Stories Every Business Owner Should Know

A walk through five tax-court rulings — Seacat's cat food, Wheir's body oil, ABBA's costumes, the Hess implants case, and Capone-style evasion — and the documentation, commingling, and "ordinary and necessary" rules they expose for small business owners.

tax
tax-deductions
tax-compliance
The Small Business Software Stack for 2026 (And How to Deduct Every Subscription)
·mike

The Small Business Software Stack for 2026 (And How to Deduct Every Subscription)

The average small business now pays for 18 software subscriptions a month. Here is which categories actually matter in 2026, what to budget, and how to deduct each one correctly on Schedule C.

small-business
tax-deductions
accounting-software
Small Business Tax Deductions 2026: The Complete Master List
·mike

Small Business Tax Deductions 2026: The Complete Master List

A category-by-category guide to every major small business tax deduction for 2026, including the $2,560,000 Section 179 cap, 60% bonus depreciation, the 68.5-cent mileage rate, the 50% meals rule, and the documentation needed to defend each one on audit.

tax-deductions
small-business
tax-planning
Personal Appearance Tax Deductions: What You Can (and Can't) Write Off
·mike

Personal Appearance Tax Deductions: What You Can (and Can't) Write Off

The IRS applies a two-part test to personal appearance expenses: the item must be required by your work and unsuitable for everyday use. Most suits, makeup, haircuts, and gym memberships fail. This guide details what qualifies, with case law including Pevsner v. Commissioner and Hamper v. Commissioner.

tax-deductions
tax-compliance
self-employment
Non-Deductible Business Expenses: What You Can't Write Off in 2026
·mike

Non-Deductible Business Expenses: What You Can't Write Off in 2026

A practical breakdown of business expenses the IRS disallows in 2026—commuting, entertainment, fines, political spending, life insurance, and the gray areas that cause audit problems—with the Section 162 reasoning behind each rule.

tax
tax-deductions
tax-compliance
Form 8829: The Complete Guide to Home Office Deductions for Self-Employed Individuals
·mike

Form 8829: The Complete Guide to Home Office Deductions for Self-Employed Individuals

Self-employed workers can deduct home office expenses on Form 8829, but millions miss it each year. Learn the exclusive-use test, how to calculate your business-use percentage, when to claim depreciation, and which method—simplified or regular—yields a larger deduction.

tax
tax-deductions
tax-preparation
The Home Office Deduction: A Complete Guide for Self-Employed Workers and Small Business Owners
·mike

The Home Office Deduction: A Complete Guide for Self-Employed Workers and Small Business Owners

The home office deduction can save self-employed workers and small business owners up to $1,800 with the simplified method — or significantly more via actual expenses — but W-2 employees can't claim it. Here's how to qualify, calculate, and document it correctly without triggering IRS scrutiny.

tax-deductions
self-employment
tax-planning
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