Business Tax Deductions: Build a Review Checklist
Quick answer
An expense category is a starting point for discussion, not proof that the full amount is deductible. Business purpose, substantiation, limitations and timing all matter.
Review with your adviser
Discuss ordinary business expenses, equipment, vehicles, workspace, employee benefits, insurance, professional fees and financing. Separate personal use and ask when amounts must be capitalized rather than deducted immediately.
Make the review useful
Gather receipts, contracts, mileage or usage records and your bookkeeping categories. Ask your adviser to identify the applicable rules and documentation gaps.
Primary source
IRS guidance on deducting business expenses. Confirm how it applies to your tax year and circumstances before acting.