- Valencia solar: purchased/installed 2025, placed in service (activated) 2026. Claim the clean-energy credit & start depreciation on the 2026 return — keep the 2025 invoices and the 2026 utility PTO / activation document together.
- Tesla EV: purchased 2023 — Clean Vehicle Credit (Form 8936) + CA rebate, under 2023 rules.
- Filing scope: Bahoo Tide LLC — federal + CA. MD is registration-only (no MD business/property). Note (jf-accountant): MD registration likely still owes an annual report / personal-property return (SDAT) even with $0 MD income — verify before the 2026 cycle.
- App sales tax — OPEN: whether the $333 / $54 app access is CA-sales-taxable is unverified (digital goods differ from tangible). jf-accountant to verify against CDTFA before booking taxability.
- Valencia change-of-use (future): currently whole-building Airbnb w/ one practice room; will convert to practice-only. Triggers depreciation recapture & tax-character change — record cleanly now, recapture analysis at conversion.
- Retroactive years 2023–2025: each filed under that year's tax law, not current law.
- Filing priority (jf-accountant): start with the retroactive 2023–2025 returns — the 2023 Tesla and solar credits may need amendments and carry the most time pressure.
Income by Stream
| Stream | Total | Txns |
|---|
Expenses by Category
| Category | Total | Entries |
|---|
Recent Activity
| Date | Type | Description | Amount |
|---|
Jupiter Fertility Practice
Services & Visits
| Service | Total | Count |
|---|
Recent Practice Activity
| Date | Type | Description | Amount |
|---|
App income flows automatically from the app (ACC / Stripe). Client services & visits — consultations, red light therapy, and transformation programs — flow from Alex's billing. Use Income → Add Income to record anything that didn't come through the system.
Add Income
Record income that didn't come through Stripe — book royalties, film, Airbnb payouts, cash, or retroactive years.
Income Ledger
| Date | Type | Stream | Description | State | Client | Amount |
|---|
Import Airbnb Reservations
Download your CSV from Airbnb → Account → Transaction History → Export to CSV, then select it below. Only Confirmed and Currently Hosting reservations are booked. Duplicate imports are safe — already-imported reservations are skipped.
Airbnb Income — Jupiter House
| Check-in | Description | Earnings |
|---|
Add Airbnb Expense
Valencia property operating costs — electricity, water, solar, cleaning, supplies, repairs, HOA, insurance.
Airbnb Expenses — Valencia
| Date | Category | Description | Recurring | Amount |
|---|
Upload a File — Sage Reads It
Drop any file — PDF, Excel, CSV, or a receipt photo. Sage reads it with AI, extracts every line item, and shows you a review table so you can correct anything before saving.
Add Expense
Expense Ledger
| Date | Category | Description | State | Recurring | Amount |
|---|
Upload a Statement — Sage Reads It
Drop a credit-card or bank statement (PDF, CSV, Excel, or photo). Sage reads every charge, categorizes each one, flags card payments (so they're not double-counted), and shows you a review table to confirm — no entering receipts one by one.
Monthly Bills & Credit Cards
| Paid | Name | Category | Due day | Amount | Auto |
|---|
Add Personal Expense
Personal Expense Ledger
| Date | Category | Description | Amount |
|---|
Personal Investments
| Name | Type | Value | As of | Notes |
|---|