Draft only. Organizer output for a CPA — not tax advice, not a filing, and not a write to the books or to QuickBooks.

Travel Meals

Travel and meals

• Business purpose
• Who attended, and their relationship to the business
• Dates and whether any days were personal
• Tax home
• Receipts for amounts over the materiality line the CPA sets
• Meals kept separate from entertainment
• Per diem only if the CPA says the filer may use it

Mixed personal days stay high-risk until the user splits them.