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This tool is for educational and organizational purposes only. It does not provide tax, legal, or accounting advice. Review your packet with a qualified tax professional.
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Augusta Packet
Built for Tax Professional review — not a tax shortcut

Create Your Augusta Rule Documentation Packet in Minutes

A guided tool for business owners who want to organize their rental dates, comparable rental research, home office exclusions, invoices, agendas, and Tax Professional review notes.

Potential federal tax savings of roughly 15–37% of the rental amount, depending on your tax bracket and situation. Educational range only — your actual savings depend on your specific tax situation and should be confirmed with your tax professional.

Not tax software. Does not calculate or recommend a rental rate. Does not guarantee compliance or tax savings.

Tax Professional Review Packet

Augusta Rule Tax Professional Review Packet

For: {Owner Name} · Tax year {2025}

Eligibility summary
Rental date tracker
Business purpose statement
Comparable rental worksheet
Home office exclusion statement
Invoice + proof of payment
Tax Professional review checklist

Before you start

What you'll need to fill out your packet

Most people finish in about 20–40 minutes

Your data is not stored on our servers — it stays in your browser only. You can save and come back later, but if you clear your cookies or browser cache, your progress will be lost. Gathering your comparable rentals ahead of time is usually the slowest step, so having a few tabs open before you start helps.

Have these handy

  • Your business name, entity type, and tax year
  • Property address and which rooms/areas will be rented
  • Planned rental dates, start/end times, and business purpose for each
  • An agenda or outline of what will happen at the meeting/event
  • 3–5 comparable rentals (hotel meeting rooms, Peerspace listings, event venues, retreat houses) with links, rates, and dated screenshots
  • A rate type for your comps (full day, half day, or total rate) — use the same basis on all of them
  • Your proposed rental rate (or your method for choosing one)
  • Your tax professional's name (optional)

What's included

Every document your tax professional needs to review — in one organized packet.

Eligibility check

Walk through the basic factors with your own answers — no advice, no automated tax calls.

Home office check

Avoid double-counting your home office in your Augusta Rule rental space.

Rental date planner

Track each rental date with a running total and a warning if you cross 15 days.

Peak pricing finder

Identify high-demand local dates and gather research for review with your tax professional.

Comparable rental research

Collect 3–5 comps with structured fields, links, and screenshot reminders.

Document generator

Generate agendas, memos, invoices, exclusion statements, and a Tax Professional review packet.

How it works

A guided wizard in 12 simple steps.

  1. 1Basic information
  2. 2Eligibility check
  3. 3Home office check
  4. 4Proposed agenda
  5. 5Rental date planner
  6. 6Peak pricing opportunity finder
  7. 7Comparable rental research
  8. 8Proposed rental rate notes
  9. 9Court case risk reminders
  10. 10Tax Professional review option
  11. 11Document generator
  12. 12Final Tax Professional review packet

Your progress is saved in this browser only — it is not stored on our servers. If you clear your cookies or browser cache, your progress will be lost.

This tool is for educational and organizational purposes only. It does not provide tax, legal, or accounting advice. It does not calculate, recommend, approve, or guarantee a rental rate. It does not guarantee tax savings or IRS acceptance. Review your situation and all generated documents with a qualified tax professional.