Year-end reporting is easier when it is a review of an ongoing record rather than a month of reconstruction. RoadStance is designed to keep the pieces together while the details are still available.
Before generating a report, walk through the year in a deliberate order.
1. Check the vehicle and period
Confirm the vehicle, jurisdiction, fiscal-year dates, and unit settings. Make sure the report period matches the period you intend to review and that any odometer context required for your workflow is present.
2. Review the trip list
Look for missing, duplicate, merged, or split trips. Confirm start and end locations, dates, times, distance, and business purpose. Personal trips should remain classified as personal rather than being removed from the history.
3. Resolve visible issues
Review warnings about incomplete purposes, unusual distances, overlaps, unresolved receipts, or other records that need attention. A report should organize source data; it should not hide uncertainty.
4. Link supporting receipts
Receipts can provide independent transaction details for trips that have them. Link the receipt to the relevant trip when the two records describe the same outing, and keep the original supporting documents according to your advisor’s guidance.
5. Generate and preserve the report
Choose the appropriate PDF, CSV, receipt, or accountant-oriented output. Review the generated files before sharing them, and keep the original generation available in Report History where applicable.
6. Hand off questions with the records
An accountant can review a clearer file when uncertain entries are visible and the evidence source is understandable. Note the questions that require professional judgment instead of presenting the app as a tax calculator.
RoadStance helps organize this process across the year. It does not determine whether a record is deductible, calculate a taxable benefit, or certify compliance with a tax authority.
RoadStance provides record-keeping tools and general information. Report requirements vary by jurisdiction and tax method. Review the final records with a qualified tax professional.