Client visits

The video for the small business page. Sam, whose home office is the principal place of business, drives to Sunset Dental, to a supplier, and home. The home office rule makes the first drive business.

Setup

  • Miles installed with the Civic added. Home tagged with Home office on. Sunset Dental tagged with the business rule. No tag on the supplier, "Pacific Dental Supply".
  • The location fixture plays three drives on a weekday in 2026. Home to Sunset Dental, 4.2 miles. Sunset Dental to Pacific Dental Supply, 6.8 miles. Pacific Dental Supply to Home, 9.1 miles.

Scenes

Scene 1. The home office rule (0:00–0:12)

  • On screen. Places. "Home" is tapped. The toggle "Home office (principal place of business)" is on, with the caption "Drives from home to a work location are business." Back on Drives, "Home to Sunset Dental · 4.2 mi" is already labeled Business.
  • Narration. "If your home office is your principal place of business, the drive from home to a client is business, and Miles classifies it that way on its own."

Scene 2. The supplier run (0:12–0:26)

  • On screen. "Sunset Dental to Pacific Dental Supply · 6.8 mi" sits under "Unclassified". It is swiped right. The row is tapped and in the Drive detail screen the note field is filled with "Pick up impression trays for Sunset Dental". Under the note is a "Private" switch, left off. Review note. The Private switch on notes is implied by the privacy feature page and needs a product decision.
  • Narration. "Swipe the drives the rules did not catch, and add a note when the address does not explain the purpose."

Scene 3. Parking (0:26–0:36)

  • On screen. Still in Drive detail, "Add expense" is tapped. "Parking" is chosen, "$6.00" is typed, and the camera icon opens the document scanner over a paper receipt. The expense appears on the drive.
  • Narration. "Parking and tolls attach to the drive. They are deductible on top of the standard mileage rate."

Scene 4. Close (0:36–0:50)

  • On screen. Reports for 2026. Under "Schedule C" the summary shows "Line 9 · $9,060.12", "Line 43 · Placed in service Mar 4, 2023", "Line 44a · Business 11,842 mi", "Line 44b · Commuting 0 mi", "Line 44c · Other 3,410 mi", "Line 47a · Evidence · Yes", "Line 47b · Written · Yes". Text card. "Schedule C, answered from your log."
  • Narration. "At tax time the summary answers the Schedule C questions from the drives you already recorded."
  • Capture notes. Every line must be legible. Zoom on the summary and hold 3 s.