Categorizing a trip
Trips can be categorized as Other (Oth), Business(Biz), Charity(Chrty), Medical and Relocation (Relo).
The names may appear as the shorter names in parenthesis on radio buttons on the display because there is less space to
display the names on a single line. Touch the radio button listed by the trip to change the category.
The IRS publishes different deductible amounts for each different category of travel. The rates
also vary from year to year for the same category. MilesforTax will calculate the deductible about based
on the start time of an automated trip or day of travel of a manually entered trip, the distance, and
the category of the trip. If the categories that you use your vehicle vary its important to enter the
category as soon as possible. MilesforTax cannot automatically infer a category of a trip.
Trips can be categorized from the following screens:
2) Trip in Progress
3) Post Trip Log
5) Trip log List
You can also export records to a CSV file and then
import them into a different application like ms. Excel or database.
The categories values are Other, Business, Charity, Medical. A Blank implying there was no category is the same as Other.
Manual Trip Entry Screen
If you are already on the manual
editing screen. you will see the trip category radio buttons. Select
the option and when you Save the record the trip will be categorized
using your choice.
Trip in Progress
Select the "Edit current or previous
reading" checkbox and you can change the trip category
Trip Log Listing Screen
Select the "Categories" checkbox and
you can change the trip category. The category is saved as soon as it
is changed. The default is to show the values however in the
MilesforTax settings you can change if the row is displayed by default
or not. There is also a setting that will disable changing trips that are more than 5 days old to prevent accidental change in category, when the category buttons are showing
Trip Detail Screen
Select the radio button for the trip