Step 1
Trip setup
Start with the facts that drive deductibility: tax home, destination, dates, overnight status, and primary purpose.
Step 2
Trip character and allocation
Tell the tool whether the trip is business, mixed, or personal and how many days belong in each bucket.
Daily business agenda
Each date from Step 1 appears below so the user can document the business purpose, meetings, travel legs, or personal-day notes for each day.
Step 3
Expense details
Enter transportation, lodging, meals, and other trip costs. The tracker on the left updates instantly.
Step 4
Vehicle, reimbursements, and records
Finish the economic picture with mileage or actual vehicle costs, reimbursement treatment, and substantiation notes.
2025 IRS business mileage rate preset: $0.70 per mile.
Step 5
Review and export
Deduction worksheet
| Category | Input | Allowed estimate | Notes |
|---|
Export-ready summary
Create report note: This button now generates a final standalone report in a new tab so the user can print or save it to PDF directly from the browser.