Core

Travel Deductions

Deduct eligible business travel costs.

About this strategy

Business travel can create deductions for eligible costs such as transportation, lodging, and certain incidental expenses when travel is primarily for a legitimate business purpose and meets applicable tax requirements. Special rules apply when business and personal travel are combined, so documenting the purpose, dates, destination, and expenses of each trip is important.

Implementation resources

Slides, templates, and supporting videos.

Implementation Checklist - Travel Deductions

Use this checklist to establish the business purpose of your trip and document eligible travel expenses.

Slides

Business Expenses Deduction Tracker - Schedule C

Use this tracker to organize and categorize deductible business expenses throughout the year and prepare the information needed for Schedule C.

Excel

Strategy Overview - Travel Deductions

Learn when business travel may be deductible and which travel-related expenses can potentially qualify.

PDF