Document Your Augusta Rule Rental Before Tax Time
If your business rents your home for legitimate meetings, retreats, planning days, or events, the Augusta Rule may be worth reviewing with your tax professional.
The Packet Builder helps you organize the rental dates, business purpose, rate support, agreement, invoice, meeting notes, and review questions into one clean packet before tax time.
Preview the Packet Builder with sample data$27 one-time payment. Permanent access.
Important: This tool does not tell you whether to claim the Augusta Rule deduction. It helps you organize your rental dates, rate support, payment records, agreement, invoice, and meeting notes so your tax professional has a cleaner file to review.
Results are not guaranteed. This tool does not provide tax, legal, or accounting advice. Tax outcomes depend on your facts, documentation, advisor review, and applicable law.
Educational documentation tool only. Not tax, legal, accounting, or financial advice.
Watch How the Packet Builder Works
In this quick walkthrough, you'll see how the Augusta Rule Packet Builder helps you organize rental dates, business purpose, rate support, agreement details, invoice details, meeting notes, and tax professional review questions before tax time.
Educational documentation tool only. Not tax, legal, accounting, or financial advice.
Created by a CPA
Created by a CPA who works with business owners on tax planning, documentation, and advisory support.
This tool was designed to help you organize the facts your tax professional needs to review, without pretending an app can replace professional judgment.
- Built by a CPA
- Designed for business owners
- Review-ready packet format
- Use with your tax professional of choice
What you get
What Your $27 Packet Includes
The Packet Builder walks you through the key details and creates a structured packet you can save, print, or share with your tax professional.
- Rental day tracker
- Business purpose notes
- Comparable rate support notes
- High-demand date or event-pricing notes, if relevant
- Home office overlap notes, if needed
- Draft rental agreement
- Invoice
- Meeting notes worksheet
- Questions for your tax professional
- Final printable PDF packet
Pricing
Build Your Packet for $27
Get permanent access to the Augusta Rule Packet Builder and create a clean documentation packet before tax time.
$27
$47
Launch price: $27 · Regular price: $47
One-time payment. No subscription.
Permanent access to the current Packet Builder.
No subscription. No required review call. Use the packet with your tax professional of choice.
Important: This tool does not tell you whether to claim the Augusta Rule deduction. It helps you organize your rental dates, rate support, payment records, agreement, invoice, and meeting notes so your tax professional has a cleaner file to review.
Results are not guaranteed. This tool does not provide tax, legal, or accounting advice. Tax outcomes depend on your facts, documentation, advisor review, and applicable law.
Honest scope
What This Tool Does, And What It Does Not Do
What it does
- Helps you organize rental dates
- Helps you document business purpose
- Helps you capture rate support notes
- Helps you prepare agreement and invoice details
- Helps you create meeting notes
- Helps you prepare questions for your tax professional
- Helps you create a printable review packet
What it does not do
- Does not provide tax, legal, accounting, or financial advice
- Does not determine whether you qualify
- Does not guarantee tax savings
- Does not guarantee deductions
- Does not certify your rental rate
- Does not provide audit defense
- Does not replace your tax professional
The goal is simple: organize the facts before your tax professional reviews the strategy.
How it works
How It Works
- 1Enter your business and property details.
- 2Add rental dates and business purpose.
- 3Document rate support and any relevant market context.
- 4Generate your agreement, invoice, meeting notes, and review questions.
- 5Download your final packet and review it with your tax professional.
Optional review support
Do I Have To Hire Your Team?
No. You can use the Packet Builder with your own qualified tax professional, accountant, enrolled agent, tax attorney, or advisor of choice.
The Packet Builder was created by a CPA who offers advisory support to business owners, but hiring our team is not required.
Optional review calls may be available for Packet Builder purchasers and may be included for current tax and accounting clients depending on the scope of their engagement.
If review support is available for your purchase, instructions will be provided inside the packet experience.
Privacy-Friendly By Design
The Packet Builder collects only the basic information needed to help you create an Augusta Rule documentation packet, such as your name, business name, email address, rental dates, business purpose notes, rate support notes, agreement details, invoice details, meeting notes, and questions for your tax professional.
We do not collect your EIN, SSN, tax return, income details, bank account details, tax account login, IRS login, payroll records, bookkeeping files, or personal tax filing details.
This tool does not file anything with the IRS and does not connect to your tax accounts.
Prefer not to enter your name or business name right away? You can add those later in your downloaded packet.
Frequently Asked Questions
What do I get for $27?+
You get access to the Augusta Rule Packet Builder, which helps you organize rental dates, business purpose notes, rate support, agreement details, invoice details, meeting notes, tax professional review questions, and a printable PDF packet.
Is this a one-time payment?+
Yes. The Packet Builder is a $27 one-time payment with permanent access.
Does this guarantee tax savings?+
No. The tool does not guarantee tax savings, deductions, eligibility, IRS acceptance, or audit protection. It helps you organize documentation for review with a tax professional.
Does this tell me whether I qualify?+
No. The app does not determine eligibility or approve the strategy. It helps you organize your facts so your tax professional can review them.
Do I have to hire your team?+
No. You can use the packet with your tax professional of choice. Optional review support may be available after purchase, and instructions will be provided inside the packet experience if available.
What information does the Packet Builder collect?+
The Packet Builder collects only the basic information needed to help create your Augusta Rule documentation packet. This may include your name, business name, email address, rental dates, business purpose notes, rate support notes, agreement details, invoice details, meeting notes, questions for your tax professional, readiness score information if you complete the free check, and basic payment status needed to unlock access. It does not collect your EIN, SSN, tax return, income details, bank account details, tax account login, IRS login, payroll records, bookkeeping files, or personal tax filing details.
Do I have to enter my name and business name?+
No. If you prefer, you can choose "I'll add my name and business name later." The Packet Builder will leave those fields blank in your downloaded packet so you can complete them manually before sharing the packet with your tax professional.
Does this tool file anything with the IRS?+
No. The Packet Builder does not file anything with the IRS, connect to your tax accounts, or submit information to a tax authority. It helps you organize a documentation packet for review with your tax professional.
I am a tax professional. Can I buy the $27 Packet Builder and use it for my clients?+
No. The $27 Packet Builder is licensed for individual business owner use only. Tax professionals, accountants, advisors, firms, agencies, and consultants may not use it with clients, resell it, copy it, white-label it, or include it in paid services without a separate licensing agreement. For professional licensing, email megan@myabundantia.com.
This tool is for educational and documentation-planning purposes only. It does not provide tax, legal, accounting, financial, or investment advice. It does not guarantee tax savings, deductions, eligibility, IRS acceptance, or audit protection. The Augusta Rule's application depends on your specific facts, business structure, documentation, rental rate support, payment records, and professional guidance. Consult a qualified tax professional or attorney before relying on any tax position.