Your miles, your expenses and a running tax estimate, ready for your preparer
The Tax page in Settings keeps the tax side of a commission job in one place. Your miles come in on their own — every day's route, lead to lead, the same figure as the travel table — and are turned into a mileage write-off at the standard per-mile rate for the year, so there is no log to rebuild in April. Everything else you spend on the job is logged as you go: gas and repairs, tools, phone and internet, yard signs and cards, overnight travel, meals, insurance, training, software, home office or other, each with the date, the vendor, the amount, the share that was business use and a link to the receipt. Tell it once how you file — single, married filing jointly or separately, or head of household — your state, whether you are paid on a 1099, a W-2 or both, and your dependents, and each expense is tagged for the right schedule.
From that it keeps a live estimate for the year: your commissions from the paycheck ledger, less your expenses and the mileage write-off, with self-employment tax on the 1099 part, federal tax by bracket after the standard deduction and a rough state figure (none in states without income tax). It shows the total, the quarterly figure, and where the year lands at your current pace, next to plain-English notes on what reps can and cannot deduct, the records to keep and the audit red flags to avoid. At year end, log the 1099s, W-2 or other forms you were sent, then tap Generate Tax Report for a PDF or CSV — commissions, expenses by category, miles, the write-off and the estimate — to hand to your preparer. Receipts and forms are never stored on the app; they stay on your own connected drive. The page is still being polished.
Not tax advice. The estimate is educational, built from the figures above and standard rates; your preparer confirms the mileage rate, your state's tax, credits and what you actually file, and the quarterly payments are still yours to make.
- 1Miles become a write-off on their own, lead to lead, at the year's per-mile rate
- 2Expenses logged as you go, tagged for 1099 or W-2
- 3A live total, quarterly figure and year-end pace
- 4One report, PDF or CSV, for your preparer
- Open Settings → Sections → Tax. Set how you file, your state, 1099 / W-2 / both, and dependents. Pick the tax year.
- Log an expense when it happens: date, category, amount, vendor, business-use % and the receipt link.
- Read the live estimate — total, quarterly figure and year-end pace — and the notes under it.
- At year end, add the forms you were sent, then Generate Tax Report and hand the PDF or CSV to your preparer.
What it does, step by step
- Set how you file, your state, 1099 / W-2 / both, and dependents once. Pick the tax year.
- Your miles come in on their own: each day's route, lead to lead, at the year's per-mile rate, as a mileage write-off.
- Log each expense as it happens: date, category, amount, vendor, business-use % and the receipt link. It is tagged for 1099 or W-2.
- The live estimate takes your commissions for the year, less expenses and the write-off, adds self-employment tax on the 1099 part, federal tax by bracket after the standard deduction and a rough state figure, and shows the total, the quarterly figure and the year-end pace.
- Plain-English notes sit under it: what you can and cannot deduct, the records to keep, the audit red flags.
- At year end, log the forms you were sent and generate the report, PDF or CSV, for your preparer. Receipts and forms stay on your own drive, never on the app.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Rebuilding a mileage log at tax time | 2–4 hours | Already totalled |
| Sorting a year of receipts into categories | 3–6 hours | Logged as you go |
| Working out a quarterly estimate | 1–2 hours a quarter, or skipped | Shown live |
| Putting together the pack for your preparer | 1–2 hours | One report |
Typically 8–15 hours a year, mostly at tax time. The estimate is educational; your preparer still does the filing.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- A missed mileage deductionEvery day's route is counted, lead to lead, at the year's rate.Guesstimate: a fuller write-off
- An expense forgotten by AprilLogged the day it happens, with the receipt link.Guesstimate: fewer lost receipts
- A quarterly payment that surprises youThe total and the quarterly figure are on screen all year.Guesstimate: fewer year-end shocks
- A W-2 expense filed as 1099, or the reverseEach expense is tagged by how you are paid.Guesstimate: the right schedule
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repMiles and expenses totalled for you, and a number to plan around.
- The managerReps who know what they are netting, not just what they grossed.
Feature LHM-F-52 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy