Home office records

If part of your home is used for business, keep records showing how the space is used and the costs connected to it. The rules are specific, so discuss eligibility before treating home costs as a deduction.

Equipment and supplies

Keep invoices and receipts for tools, materials, equipment, software, and supplies used in the business. Larger purchases can have different tax treatment from everyday supplies.

Vehicle use

For business driving, maintain a contemporaneous mileage log and records for vehicle costs. The IRS sets the standard mileage rate annually, so use the rate for the applicable year rather than an estimate or forecast.

Professional services, insurance, and licenses

Keep records for business-related professional services, insurance premiums, permits, licenses, and qualifying education. Whether a cost is deductible depends on its business connection and the facts behind it.

Travel and retirement planning

Business travel and retirement contributions can involve specific eligibility and documentation rules. Preserve the underlying records and review current limits and requirements before filing.