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How to Deduct Your Small Business Travel Expenses

From www.SBA.gov

Small Business Cents

 

Going on the Road? How to Deduct Your Small Business Travel Expenses

 

by Caron Beesley

Going on a business trip? Visiting a potential vendor, customer or wholesaler? Confused about what business travel expenses you can and can’t deduct? Here’s what you need to know about what you can and can’t deduct as well as some tips, tools and mobile apps for managing your expense documentation.

 

What Constitutes Business Travel?

 

You can deduct most of your business travel expenses on your tax return; however, there are some limitations and considerations that the IRS sets on what constitutes business travel.

 

According to the IRS , “travel expenses are the ordinary and necessary expenses of traveling away from home for your business, profession, or job.” However, for these expenses to be deductible, you must be away from your tax home (the town where your business is located) for a period longer than one day’s work, and you must be away overnight.

 

What Can You Deduct?

 

You might be surprised at how extensive this list is, but do remember that you have to be able to demonstrate that all these expenses are directly related to your business.

 

Deductible expenses associated with business travel away from home include:

 

Air, Train or Bus Tickets – If they get you from home to your business destination.  If you are using points or frequent flyer miles to get a free ticket, you can’t deduct the cost.

 

Car travel – Both from your home to your destination and any use while you are there. You can also deduct business-related tolls and parking. If you rent a car, you can deduct only the business-use portion of the expenses. Read Driving for Business in 2011 by fellow blogger, Barbara Weltman, for tips on how to deduct these costs.

Transportation – To and from venues and to and from the airport

50 percent of Meal Costs – You can either track the actual costs of your meals or use the standard meal allowance. The IRS has more specifics on travel-related meal deductions here .

50 percent of Business Entertainment Costs – These must be directly related to, or associated with, the conduct of your business. Record keeping is essential. You will need to keep a history of the business purpose, the amount of each expense, the date and place of the entertainment, and the business relationship of the persons entertained.

Dry Cleaning and Laundry Costs

Business-related Calls – Including fax or other communications device

Tips – Any tips your pay related to any of the above.

Exceptions

There are some limits to what you can deduct. For example, if you travel with a spouse or person other than an employee then you can’t deduct their expenses. There are also some restrictions on overseas travel deductions , cruise ship travel  and attending conventions .

 

Keep Good Records

 

Be sure to document everything associated with your business expenses – the IRS requires it. Keep receipts and maintain a centralized spreadsheet of all your trips, individual line items, dates and the reason for your travel/meals/entertainment, etc. Learn more from the IRS about recordkeeping and how to prove your expenses .

 

Electronic Tools that Can Help

 

There are many online programs and apps that can help small business owners quickly and easily document business expenses on-the-go. Examples include Tax Tracker, Expensify, Mobile Receipt, Shoeboxed (all for the iPhone) and Receipt Filer Lite (for Droid users).

 

How to Report Your Expenses

 

For sole proprietors and single-member LLCs, show these expenses in the "Expenses" section of Schedule C

 

For partnerships and multiple-member LLCs, show these expenses in the "Deductions" section of Form 1065

For corporations, show these expenses in the "Deductions" section of Form 1120.

Always Consult a Tax Professional

This article is just a snapshot of what you can and can’t deduct and some of the do’s and don’ts involved. For more information specific to your business, always consult a knowledgeable tax professional.

 

Related Resources; SBA Guide to  Small Business Expenses and Tax Deductions, Business Entertainment Expenses  (IRS.gov), 7 Tips to Well-Managed Business Travel that Can Enhance Your Bottom Line

 

How to Choose a Tax Professional for Your Small Business

3 Tips to Make Selecting Tax Software Not Taxing

When Avoiding a Tax Audit the Best Offense is a Good Defense

About the Author; Caron Beesley is a small business owner, a writer, and marketing communications consultant. Caron works with the SBA.gov team to promote essential government resources that help entrepreneurs and small business owners start-up, grow and succeed.

Helping folks navigate through the process of buying and selling Small Family run Businesses and Franchises has been our only Business since 1994.

 

Call Vince LoCricchio 813 690-0109


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