20% Deduction Documentation System
$297.00Price
Excluding Sales Tax
Keep twenty percent of what your business already earned!
HAVE A DISREGARDED ENTITY WITH 2026 taxable income near or above $201,750, or $403,500 filing jointly? Then the 20% Tax Deduction will benefit YOU most.
Deduction Requirements and Documentation
Each business’s deduction depends on ownership, earnings, W-2 wages, and qualified property. Timing matters: rental service logs must be kept as work occurs, and Forms W-2 must reach the Social Security Administration within sixty days after their due date for wages to count. A rental log rebuilt in April fails the safe harbor requirement. This system keeps records current throughout the year.
Key Benefits of the System
- Identify your position relative to the 2026 threshold and required records in one sitting.
- Keep service receipts, wages, property, and rental hours documented year-round, five minutes at a time.
- Give your preparer one indexed file in January, with aggregation and rental safe harbor statements ready to attach.
Package Contents
- A 50-page Twenty Percent Deduction Playbook links each rule to its legal authority and verification date, with a numbered authority reference.
- A 26-tab Excel workbook with a 58-page printable reference copy.
- Twelve fillable forms, including five with ten copies each for individual businesses or rental enterprises.
- A Read Me First guide, plus the License and Terms of Purchase.
