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

Tax savings candidates

Keyword hits are candidates. They are not deductions, elections, or postings. Mixed-use and gray-area items require a human checkpoint and stay out of Ready for CPA until that person confirms the facts.

• Vehicle / mileage high-risk
• Home office high-risk
• Meals high-risk
• Travel high-risk
• Equipment / section 179 / bonus high-risk
• Phone high-risk
• Software and subscriptions low-risk
• Retirement plan candidate
• Insurance candidate
• Credit-sensitive high-risk

Find candidates

Columns that matter: Memo/Description or Description, Account, Amount. Lines starting with # are ignored.