The quick read
Key points
- Record purpose and property promptly.
- Connect receipts to existing payments.
- Label mixed activity for review.
Record the actual purpose
Keep a dated description of the rental work, the property visited and the people involved. Retain an itinerary or meeting record where useful. Distinguish business tasks from personal activities instead of treating the whole trip as one unexplained expense.
Collect costs without duplication
Gather receipts, bookings, refunds and payment evidence. Identify costs paid by another person or reimbursed later. If a card transaction is already imported, attach the receipt to that record rather than entering a second payment from the travel folder.
Keep vehicle details consistent
For vehicle activity, retain the date, purpose, route and distance evidence used in your log. Keep the original record when correcting a mistake. Do not create unsupported mileage merely to match a target amount.
Prepare the review pack
Give your accountant the itinerary, costs and any proposed allocation of mixed activity. They should determine what treatment applies. IQ mileage and expense records do not establish deductibility or reimbursement entitlement; this is not tax advice.
Before you finish
- Record purpose and property promptly.
- Connect receipts to existing payments.
- Label mixed activity for review.
Official guidance for your review
Confirm the current edition and your circumstances with a qualified professional.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.