TAX-PLANNING5 MIN READ
Walk a Business Expense From Receipt to Deduction
Evaluate an expense claim through purpose, proof, and review gates.
Expense review A hotel charge is labeled business, but the trip included personal days. The risk is treating a category label as substantiation. Five Whys expense test Why this expense? Why this amount? Why this proof? Ask why until the deduction rests on purpose, allocation, and records rather than a vague label. Receipt exists Spending confused with deductibility. The category becomes a defensible record. A deduction is a supported business fact, not just a transaction. 01 Purpose 02 Allocation 03 Record Purpose gate Why 1
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