Taxstra • Planning worksheet • 2026-09-05
Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.
Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.
| Question | Evidence | Why it matters | Your records / questions |
|---|---|---|---|
| How is the activity classified? | Actual customer-use periods and services | Determines which rules to apply | |
| Did the taxpayer materially participate? | Activities, time and other participants | Affects passive treatment | |
| What deductions are supported? | Cost, service dates, invoices and allocation | Establishes the property calculation | |
| Can the loss be used currently? | Basis, at-risk amounts and other limits | Limits the return-level result | |
| What happened to cash? | Operating receipts, costs, debt and capital spending | Measures the investment separately |
These fields stay in this document. Taxstra does not receive the information. Print to paper or PDF if you want to retain completed entries; do not rely on browser storage.
Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.