RefTraqThe official’s guide

Taxes — what the numbers mean

First, the disclaimer that is also the philosophy: RefTraq is record-keeping, not tax advice. The app's job is to capture everything cleanly and conservatively so that you — or your CPA — decide with complete records instead of a shoebox.

The Taxes tab, decoded

The conservative defaults, and why

These defaults were argued about, once, properly — and then locked. The app won't loosen them quietly, and neither should you without a professional in the loop.

Schedule C export

One button produces a CSV organized by Schedule C line: income detail, expenses grouped by category and line (meals to 24b, supplies to 22, insurance to 15, the rest itemized under 27a), and the mileage log in IRS format. Hand the file to your CPA — or your tax software — and you're done being the shoebox.

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