The software builds the package. You complete the real transaction.
Follow the handoff from professional review to one guided intake, coordinated documents, actual meetings, payment, record retention, and final reporting.
What this guide is—and is not
This is a product workflow guide, not individualized tax, legal, valuation, or accounting advice. It cannot decide eligibility, final FMV, business deductibility, reporting, or an audit outcome. Your facts, current law, professional review, and actual follow-through control those questions.
Review whether the strategy is worth evaluating
Discuss the arrangement with the tax professional who understands your ownership, entity, dwelling, business purpose, related-party facts, other rental days, and reporting.
Augusta Rule IQ
The public sample and FAQ show the product scope so you can decide whether the documentation workflow is useful.
Buyer and professional
Do not treat the software purchase as an eligibility determination or professional engagement.
Complete one guided intake
Enter the property, business, meeting, authorization, payment, and comparable-rental information requested by the workflow.
Augusta Rule IQ
Augusta Rule IQ reuses the entered facts across the coordinated document package.
Buyer and professional
Use accurate, complete information and avoid estimates you cannot support.
Review the proposed FMV support
Examine the comparable sources, dates, use, location, rate basis, differences, and calculation trail assembled in the proposed methodology memo.
Augusta Rule IQ
The package organizes the information supplied; the optional planning worksheet performs neutral arithmetic on visitor-entered rates.
Buyer and professional
You and your tax professional decide whether the inputs are comparable and what final conclusion is appropriate.
Review and sign the pre-meeting documents
Confirm the agreement, business authorization, agenda, parties, dates, proposed rate, payment terms, and signature authority reflect the intended transaction.
Augusta Rule IQ
The workflow prepares coordinated drafts and signature fields.
Buyer and professional
Make needed corrections, obtain professional or legal review when appropriate, and sign only accurate documents.
Hold the meeting and finish the record
Conduct the actual business meeting, track attendance, and document what actually occurred.
Augusta Rule IQ
The package supplies an agenda, minutes template, and sign-in page for each entered date.
Buyer and professional
Finalize the minutes after the meeting. Do not use advance-generated text as a substitute for the actual record.
Make, document, and retain the payment
Complete the actual transfer between the parties and keep evidence that ties to the invoice, agreement, dates, and business records.
Augusta Rule IQ
The package includes the invoice structure and implementation reminder.
Buyer and professional
The software cannot move money, create proof of payment, or decide the accounting and tax entries.
Retain the completed file and address reporting
Keep the signed documents, finalized meeting records, comparable support, payment proof, and other records together.
Augusta Rule IQ
Email and Customer Portal delivery keep the generated package available.
Buyer and professional
Provide the completed file to the professional responsible for the final tax, accounting, legal, and filing decisions.
The Augusta Rule paperwork, done for you.
One guided intake creates the defined documentation package shown on the home page. $497, one time.
One-time purchase · No subscription · Email and Customer Portal delivery