We all have tax write-offs that show up month after month, whether it is your power bill or maybe that Netflix subscription.
Our system lets you make "rules" for all your recurring write-offs, so we automatically mark them when they come in. This is definitely a good kind of rule and makes keeping up with your write-offs that much easier!
Rules aren't just for your write-offs. They can be for personal expenses too. No matter the charge, we can keep up with it! Here are some types of rules we can create for you:
- Write-offs: Your tax assistant will help you make rules for all those recurring write-offs, like utilities, subscription services, insurance, etc. Now you wonʻt have to worry about making sure they get added each month
- Personal charges: We can also make rules for personal transactions so we don’t add them each month. This is perfect for things like grocery stores, streaming services that aren’t work-related, etc.
- The maybeʻs: Maybe you have a charge that’s only a write-off some of the time. Weʻll be sure to ask you about that merchant every time it comes up, so we can mark it appropriately