Augusta Rule Calculator & Tracker | 14-Day Business Use & Tax Documentation Toolkit

Organize your Augusta Rule tax documentation, track business use of your home, and keep your financial records in one convenient Excel toolkit.

Designed for business owners exploring the Augusta Rule (IRC Section 280A(g)), this comprehensive system helps you monitor the 14-day limit, research reasonable daily rates, document business activities, and organize supporting records for tax preparation.

WHAT'S INCLUDED

• Interactive Dashboard: View days used, days remaining, total income, and financial summaries.

• Daily Rate Calculator: Compare market rates, establish a proposed daily rate, and estimate potential income.

• 14-Day Activity Tracker: Record business-use dates, meeting purposes, attendees, rates, and invoice details.

• Annual Calendar: See your documented business-use dates highlighted throughout the year.

• Invoice Template: Create invoices to document business-use transactions.

• Payment Tracker: Monitor payment dates, amounts received, outstanding balances, and payment statuses.

• Tax Summary: Review annual income, business-use activity, and financial information for tax preparation.

• Audit Readiness Checklist: Track supporting documents, including agreements, market rate research, invoices, and payment records.

• Audit Documentation Package: Bring together annual summaries and transaction records for easier review.

• Step-by-Step Instructions: Follow the included guidance to get started.

YOUR DIGITAL DOWNLOAD INCLUDES

✓ Blank 9-tab Excel calculator and tracker

✓ Completed sample workbook with illustrative data

✓ Editable sample rental agreement in Word format

✓ Built-in instructions and documentation guidance

WHY YOU'LL LOVE IT

Keep everything organized without juggling multiple files or manually tracking your activity throughout the year.

This toolkit helps you:

• Monitor your available days under the 14-day limit

• Research and document reasonable daily rates

• Track business-use activities, invoices, and payments

• Maintain organized supporting financial records

• Prepare information for your accountant or tax professional

• Follow a completed example to get started faster

IMPORTANT TAX INFORMATION

• Under IRC Section 280A(g), qualifying rental income from a personal residence rented for fewer than 15 days during the tax year may be excluded from taxable income.
• Eligibility depends on your circumstances and business structure. Payments made by a business are not automatically deductible, and this toolkit does not determine tax eligibility or guarantee tax savings.
• Sole proprietors and disregarded single-member LLCs generally cannot use the same owner-to-business rental arrangement as a separate tax entity.
• Consult a qualified tax professional before implementing an Augusta Rule strategy. The included sample rental agreement should be reviewed by an attorney before use.

PLEASE NOTE

• Digital download only. No physical product will be shipped.

• Files are provided in Microsoft Excel (.xlsx) and Word (.docx) formats.

• Sample figures and comparable rates are illustrative, not verified market research.

• This is a planning and recordkeeping tool, not individualized tax or legal advice.

Keep your Augusta Rule records organized, your business transactions documented, and your financial information ready when you need it.